Build digital marketing agency management software, no code required
Streamline campaigns, track performance, and manage clients with a customizable app tailored to your marketing agency's needs.
Customize your tool around your processes
Build a management portal tailored to how your agency works. Add just the workflows and features you need now, and adapt as projects change.
Client onboarding process
Campaign planning & task assignment
Content approval workflow
Performance reporting dashboard
Invoice and payment tracking
Client communication log
Unify your marketing data in real time
Connect spreadsheets, CRMs, and project management tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your agency.
Custom access for every agency. Built-in security, no dev time.
Give your marketing team, account managers, and clients the right CRM access and tools. Manage leads, campaigns, and progress with secure logins and permissions—no IT support needed.
Advanced permissions
Give team members, managers, and clients tailored dashboards. Each group only sees the info relevant to their role.
User groups
Give team members, managers, and clients tailored dashboards. Each group only sees the info relevant to their role.
Automations
Connect with tools like Make, Zapier, or N8N to automate lead tracking, task assignments, and campaign updates.
Works on any device
Access and update your CRM on desktop or mobile. Your agency data is always just a tap away.
Easy, secure logins
Enable logins via Google, email, or SSO to provide your team and clients with fast, secure CRM access.
Security
Keep marketing and client data protected with SOC2 and GDPR compliance, plus robust access controls.
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An AI assistant for your agency
Let your team ask AI about campaigns, clients, or projects and get quick answers—all from within your agency’s CRM portal.
Why Softr vs other software
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Easy, fast setup
Launch your marketing CRM in minutes with drag-and-drop blocks and agency-focused templates.
Consolidate your stack
Easily add features for new clients, campaigns, or reporting as your agency scales—no rebuilds needed.
Flexible as you grow
Start with your CRM, then add client portals, project dashboards, or forms—all in one place.
Build a fully custom marketing agency tool in minutes
Connect to your data in seconds
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Customize layout and logic
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Publish and launch
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.
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Frequently asked questions
Launch your digital agency CRM today