Build a marketing agency client portal
Share campaign reports, manage assets, and track tasks in an AI-powered portal built with AI that you customize to fit your agency.
Build exactly what your clients need
Customize your marketing agency client portal with specific views for performance and creative assets. Add only the features your team needs.
Campaign performance reporting
Creative asset management
Project task tracking
Feedback and approvals
Invoicing and payment overview
AI-powered strategy queries
Bring all your agency data together in real time
Connect spreadsheets, CRMs, and project tools with real-time sync—or manage results in Softr Databases. Create a single source of truth for your agency and your clients.
Give every client a custom, secure experience.
Give each client the right campaign views and access in a branded portal. Set up secure logins, user groups, and granular permissions in minutes.
Easy, secure logins
Softr apps are mobile-ready by default. Let clients review creative assets and campaign reports from their phones via a downloadable PWA.
Works on any device
Softr apps are mobile-ready by default. Let clients review creative assets and campaign reports from their phones via a downloadable PWA.
Automations
Build native automations to handle client notifications, status updates, and reporting syncs automatically whenever project records are changed.
User groups
Provide separate logins for different clients and account managers, and create personalized reporting dashboards for each user.
Advanced permissions
Apply rules for different clients. Customize who can view files, approve creative assets, or see billing data at the most granular level.
Security
Protect sensitive client strategy and performance data. Softr is fully compliant with SOC2 and GDPR regulations.
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
Build your marketing agency client portal in minutes with AI—no manual configuration needed.
Consolidate your stack
Add features like campaign tracking, asset approvals, or invoices as your workflows evolve—no rebuild needed.
Flexible as you grow
Start with a portal, then add team dashboards, lead forms, or sales trackers—all in one place with no extra tools.
Generate a custom marketing agency client portal with AI
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
The go-to platform for business operations
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Create a custom marketing agency client portal
Launch your client portal today. Describe what you need and Softr's AI builds it in minutes.