Build your white label CRM for agencies
Manage pipelines and accounts in an AI-powered white label CRM for agencies built with AI that you customize to fit your agency's workflow.
Build exactly what your agency needs
Customize a white label CRM for agencies that looks sleek and modern out of the box. Add only the features you need, and iterate as things grow.
Lead and pipeline tracking
Client account management
Automated intake forms
Branded client portal
AI-powered deal insights
File and asset management
Unify your client and deal data in real time
Connect lead trackers, client records, and assets with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your agency's business.
Give every user a custom, secure experience.
Give each client and agent the right views and access in a branded white label CRM for agencies. Set up secure logins and permissions in minutes.
Easy, secure logins
Softr apps are mobile-ready by default. Access your CRM from a browser or turn it into a downloadable app for agents in the field.
Works on any device
Softr apps are mobile-ready by default. Access your CRM from a browser or turn it into a downloadable app for agents in the field.
Automations
Build native automations with Softr Workflows to handle lead notifications, deal status updates, and data sync automatically.
User groups
Provide separate logins for different agent tiers and clients, creating personalized dashboards for every project stakeholder.
Advanced permissions
Apply rules for each agency role. Customize who sees specific deal values, client files, and the actions they can take on records.
Security
Protect sensitive agency information from security threats. 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 white label CRM for agencies in minutes with AI. No complex configuration needed—just describe it.
Consolidate your stack
Add features like intake forms, pipeline reporting, or client portals as your agency evolves—no rebuild needed.
Flexible as you grow
Start with a CRM, then add branded client portals, internal dashboards, or forms—all in one place.
Generate a fully custom white label CRM for agencies
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 white label CRM for agencies now
Describe what you need. Softr's AI builds your white label CRM for agencies in minutes.