Build white label CRM for agencies, no code required
Empower your agency with a tailored CRM solution that enhances client management, streamlines operations, and adapts to your workflow.
Customize your CRM around your processes
Create a CRM that matches your agency’s unique workflows. Add only the features your clients need, and adapt as your processes evolve—no code required.
Client onboarding management
Lead tracking pipeline
Task and project assignments
Branded client portals
Automated email updates
Invoice and payment tracking
Bring all your agency data together 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.
A white label CRM for agencies—secure, branded, easy.
Deliver a fully branded CRM portal for your clients. Manage client access, roles, and workflows with secure logins and advanced permissions—no dev work needed.
Easy, secure logins
Agency teams and clients can access CRM tools from anywhere. All portals are mobile-ready and can be installed as apps.
Works on any device
Agency teams and clients can access CRM tools from anywhere. All portals are mobile-ready and can be installed as apps.
Automations
Integrate with your stack—trigger automated client onboarding, reminders, or reporting via Make, Zapier, and N8N.
User groups
Create separate logins and dashboards for different agencies or their clients, giving each group the info they need.
Advanced permissions
Set rules so each agency or team only sees and manages their relevant CRM data and actions.
Security
Protect client information with enterprise-grade security. Softr is SOC2 and GDPR compliant for agency peace of mind.
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An AI assistant for your CRM
Let teams ask AI about leads, deals, or contacts—answers and insights appear instantly, right inside your agency’s CRM.
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 agency’s white label CRM in minutes with drag-and-drop blocks and branded templates.
Consolidate your stack
Add client portals, reporting, or integrations as your agency scales—no need to start over.
Flexible as you grow
Start with your CRM, then add onboarding forms, dashboards, or client workspaces—all in one place.
Build a fully custom CRM for agencies 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