Project Management

Build creative agency workflow software, no code required

Streamline project management, enhance team collaboration, and optimize processes with a custom app tailored to your creative agency.

A modern user interface displaying a creative agency workflow dashboard with project timelines, team member profiles, task lists, and colorful charts.
creative agency workflow software mobile ui
Loved by 800,000+ teams around the globe
Data Management

Unify your creative project data in real time

Connect spreadsheets, project management tools, and design software with real-time sync—or manage everything in Softr Databases. One source of truth for your agency's projects.

Explore all data sources
Power

Custom access for every team. Built-in security, no dev time.

Empower your creative agency with tailored tools and access for each team member. Manage projects, clients, and workflows securely—no IT support required.

Advanced permissions

Tailor dashboards and access for designers, project managers, or clients so everyone sees only what they need.

User groups

Tailor dashboards and access for designers, project managers, or clients so everyone sees only what they need.

Automations

Connect with tools like Make, Zapier, or N8N to automate project updates, approvals, and repetitive agency tasks.

Works on any device

Track and manage your agency’s projects anywhere—Softr apps are mobile-ready by default.

Easy, secure logins

Give your team and clients fast, secure access with Google, email, or SSO logins—no IT tickets needed.

Security

Protect sensitive client and project data with SOC2 and GDPR compliance, plus fine-grained access control.

AI Magic

An AI assistant for agencies

Let your team ask AI for project updates or deadlines—answers appear instantly, right inside your agency workflow portal.

Why Softr

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.

UI screenshot of Softr drag-and-drop dashboard setup for building creative agency workflow software

Easy, fast setup

Get your creative projects organized in minutes with drag-and-drop templates—no coding needed.

UI screenshot of Softr dashboard with resources, contacts, finances, and projects modules

Consolidate your stack

Add features for briefs, feedback, or client reviews as your agency’s needs change—no rebuilds required.

Integration logos showing Softr connected with Airtable, Notion, Google Sheets, HubSpot, SQL, Rest API, and more.

Flexible as you grow

Manage projects, client assets, and team tasks together—no need for multiple tools or extra seats.

“We’re not coders or developers, but Softr is so easy to use and learn — it lets us run with our ideas.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals
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“With Softr we’re able to experiment and innovate at the speed of conversation, which gives users a sense of control and ownership.”
Oliver Thomas
Maker Digital Systems Architect, MIT
Read customer story
“The biggest benefit we’ve found with Softr is how customizable and flexible it is. We’ve been able to create a platform that is adapted to our fairly complicated needs.”
Isobelle Ford
Founder & Director, Skylight Ventures
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“We’ve been able to create multiple client and employee portals with Softr and it works like magic. The integration with monday.com is seamless.”
Jesuena Estoque Reimer
Founder, Mindflows
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“Building our sustainability training app on Softr let us deliver an intuitive user experience to over 5,000 professionals in days without writing a single line of code.”
Guillaume Duvernay
Growth Lead, Plan A
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“I’ve dreamed of having a client portal for probably 10 years. I tried many different tools, got frustrated, and let it go. Then I played with Softr and immediately went “this is it!”
Rebecca Berneck
CEO, Officeheads
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How It Works

Build a fully custom creative agency workflow 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.

“Our submission process used to be on paper. Now clinics use our Softr customer portal and submit in a few clicks. It saves 3-4 hours a day of at least one employee’s time.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals

250+

veterinary clinics using the portal

600+

submissions processed per month
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Frequently asked questions

What is creative agency workflow software?
What are the benefits of building creative agency workflow software with Softr?
What types of features can I build into my creative agency workflow software?
Do I need to know how to code to build creative agency workflow software in Softr?
Can I manage multiple clients or teams in the same creative agency workflow software?
Which data sources does Softr support?
Can I customize the user experience and permissions?
Can I use Softr if I don’t already have my data in another tool?
Can I white-label my creative agency workflow software in Softr, including using my own branding?
Can I customize the design and layout of my creative agency workflow software?
How secure is my data in Softr apps?
How much does it cost to build a creative agency workflow software with Softr?
How is Softr different from other no-code tools?
Can I automate workflows and integrate with other tools?

Related use cases

Enhance your Project Management today

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