Turn briefs into assigned work, tracked stages, and faster approvals with a custom app agencies can launch and refine in minutes.




Choose the views and workflows your agency needs now, then add or adapt them as briefs, assignments, stages, and client approvals change.






Start with Softr Databases for briefs, assignments, stages, and approvals. Connect Airtable, Google Sheets, or Notion with real-time sync to keep agency project data current.
Give strategists, creatives, and account teams the right tools and access. Set up secure logins, user groups, and granular permissions for agency operations.
Give strategists, creatives, project managers, and account teams tailored dashboards and access to the work they manage.
Give strategists, creatives, project managers, and account teams tailored dashboards and access to the work they manage.
Trigger brief triage, assignment updates, approval notifications, and stage changes when agency records or actions change.
Review briefs, update project stages, and respond to client feedback from any device, with mobile-ready agency tools.
Use Google, email, or SSO logins to give agency teams and approved collaborators secure access to project information.
Protect briefs, assignments, and client feedback with encrypted data and granular access controls.
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.

Describe agency processes and generate an internal tool in minutes, with no dev configuration needed.

Adapt brief triage, creative assignments, project stages, and approvals as agency work evolves.

Bring briefs, creative work, approvals, and project updates into one agency operations tool.
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.
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.




An agency management app is a secure workspace where account managers, project leads, designers, and finance teams log in to manage client accounts. It can bring together briefs, proposals, project milestones, budgets, invoices, approvals, and team updates. Instead of searching through email threads and separate spreadsheets, your agency keeps client work, delivery timelines, and internal responsibilities in one place.
For an agency, the main benefit is keeping client delivery and internal operations aligned without waiting for a developer. Softr is an AI app builder for business software: describe your agency's workflow in plain language, and it generates the database, pages, and logic, already connected and secure, with no code at any point. Start by generating with AI, choosing a template, or building from scratch. Use Softr Databases, or connect sources such as Airtable, Google Sheets, or HubSpot. You retain visual control over project views, account access, navigation, and branding, so the app can match how account managers, creatives, and finance teams actually work.
An agency management app can cover both client delivery and internal coordination. With drag-and-drop blocks, you can add:
- **AI inside the app:** Ask AI can answer questions about project budgets or overdue approvals, while Database AI Agents can classify incoming briefs by service line and urgency.
- **Custom interface:** A Vibe Coding block could create a resource allocation panel showing designer availability across active campaigns.
- **Automations:** Softr Workflows can notify an account manager when a client approval changes or create a finance task when a project reaches its invoice milestone.
- **Access controls:** Logins and permissions can limit each client team to its own briefs, files, and milestones while agency leaders see portfolio data.
- **Operational blocks:** Build forms with file uploads and conditional logic, dashboards and charts on live budgets, and filtered lists using tables, kanban boards, and detail views.
Everything remains editable later, so you can refine the workflow visually as your agency changes.
Vibe coding means describing what you want and letting AI build it. In Softr, you might request an app that tracks client briefs, campaign milestones, approval status, and project budgets, then refine the result visually. The app is generated on a stable, secure foundation rather than as raw code that becomes difficult to maintain when a new account manager joins or a campaign workflow changes. Softr handles authentication, database logic, and security natively, reducing the Day Two risk of broken permissions or fragile delivery workflows. When a Vibe Coding block is used, every prompt and edit is versioned, so a faulty resource dashboard can be rolled back.
Yes, a single app can support account management, creative, delivery, and finance teams. Each person sees the client accounts, campaign records, budgets, or invoices assigned to their role and login. Account managers can coordinate approvals while finance reviews billing data without exposing internal production notes to everyone.
Starting from a spreadsheet is common, but you do not need existing data to create an agency management app. Softr Databases is built into the platform, so you can structure client accounts, project briefs, campaign milestones, and invoices from the beginning. If your agency already uses Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, those sources can connect too. The REST API connector covers other systems. You decide how account records are organized and how project information appears to account managers, delivery leads, and finance.
Softr Databases comes first because it is the native relational source for business apps. Agency records stored there get high performance, instant automation triggers, and faster access because the data is native to Softr. You can also connect 21+ external sources, including Airtable, Google Sheets, HubSpot, SmartSuite, and BigQuery, with availability depending on the source and plan. One agency app can draw on several sources at once, such as Airtable for campaign planning and HubSpot for account history. Most supported sources offer real-time two-way sync, so project updates and client records stay current.
Agency leaders can control layout, navigation, and content for every role. For example, an account manager may view assigned client briefs, campaign milestones, and approval status, while a finance lead can edit invoices and budgets but cannot see creative feedback or internal staffing notes. Pages and blocks can be shown or hidden based on the logged-in user, and views can filter records to that person's accounts or projects. Define precise view and edit rights, then use Softr's built-in preview to open the app as any user group before launch. You can check client, account manager, and finance access without creating test accounts.
Your agency can apply its own logo, colors, fonts, and custom domain, then remove Softr branding. That gives account managers, delivery teams, and clients a consistent workspace that matches your agency identity, especially when they review project milestones, briefs, or approvals.
Start with the workflow your agency uses, then adjust colors, fonts, spacing, page structure, and visibility in the visual builder. Useful blocks include:
- **Table:** Compare project budgets, invoice status, and campaign deadlines across client accounts.
- **List or Card:** Give account managers a quick view of briefs, open tasks, or approval requests.
- **Detail View:** Show the full history of a client, including contacts, milestones, files, and notes.
- **Forms:** Collect creative briefs, change requests, and client feedback with the fields each service needs.
- **Charts:** Track utilization, revenue by account, or delivery progress.
- **Calendar:** Display campaign launches, review meetings, and production deadlines.
You choose where each block sits and what each person sees after login. The layout remains editable as your teams and services evolve.
Agency management apps often hold sensitive client briefs, campaign budgets, contract details, and contact information, so access control matters. Softr encrypts data in transit with TLS and at rest on secure infrastructure. Role-based permissions, users managed in your data source, visibility rules, and global restrictions help ensure that an account manager sees assigned client records while finance can access invoices without opening confidential creative notes. With Softr Databases, data remains in Softr's secure environment, hosted in Europe in Germany, and the database is SOC 2 Type II compliant. With external sources, Softr stores nothing and displays live data according to your access settings. Authentication, access control, and monitoring follow industry best practices.
Production-ready means real account managers can use the app to manage real client records, project milestones, approvals, and budgets without a fragile handoff on day two. Softr builds on a stable, business-grade foundation instead of generating custom code that is difficult to maintain or secure. Authentication, secure hosting, and granular permissions are handled natively, so the app can support agency teams from the start. You can still refine pages and workflows visually as new services, clients, or approval stages are added. The same foundation is used by more than 1 million builders, giving agencies a proven path beyond a temporary prototype.
Pure vibe coding tools generate fragile code, while traditional no-code platforms can require extensive manual configuration for account records, project logic, and permissions. Softr takes a hybrid approach: describe the agency workflow in plain language, generate the database, app, and logic in minutes, then refine pages and delivery views visually. Authentication, roles, permissions, and hosting are already part of the business-grade foundation, which helps non-technical agency teams move from a first version to production. Softr apps are also agent-ready. A logged-in account manager can operate the app through an AI assistant over MCP, but only within the same client records and actions allowed by the app. There is no second permission model to build or audit.
On day one, an agency could trigger a notification when a client approves a brief, assign a delivery task, and update the campaign milestone automatically. Softr Workflows handles actions inside the app when a record changes or a button is clicked. It can also sync with tools such as Stripe and Intercom, while REST API connections and webhooks cover advanced cases. That lets account managers send project data out, start automations from approval actions, or display account information from another system. Native workflows and integrations require no code, so your agency can connect briefs, milestones, invoices, and client communications without building each handoff manually.
Describe your agency operations tool and get started in minutes, with no dev work needed.