Build your own creative crm, no code required
Track creative leads, manage portfolios, and automate briefings in an AI-powered software built with AI to fit your agency's workflow.
Build exactly what your agency needs
Customize your creative crm with the exact pipeline views and asset folders your team needs. Add new creative steps as your workflows evolve.
Creative lead pipeline tracking
Portfolio and asset management
Client account and contact cards
Agency project health dashboards
AI-driven project summaries
Project briefing and approvals
Bring all your creative data together in real time
Connect lead trackers, client contacts, and asset links with real-time sync—or manage everything in Softr Databases. Create one source of truth for your agency workflows.
Custom access for every team. Built-in security.
Give each creative, PM, and executive the right tools and access. Set up secure logins and granular permissions—no IT support or dev work needed.
Advanced permissions
Give different team members tailored access and dashboards, so designers see assets while managers see creative billing and lead pipelines.
User groups
Give different team members tailored access and dashboards, so designers see assets while managers see creative billing and lead pipelines.
Automations
Streamline your agency processes with Softr Workflows. Trigger native notifications for creative approvals or status changes to keep production moving.
Works on any device
Access and update your creative crm on the go. All apps are mobile-ready out of the box so you can manage portfolios from anywhere.
Easy, secure logins
Use Google, email, or SSO logins to give your creative team fast, secure access to lead data—no IT tickets or complex setup needed.
Security
Keep sensitive client information safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your creative 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
Build your creative crm in minutes with AI—no manual configuration or designer setup needed.
Consolidate your stack
Add pipeline views, asset management, or project health dashboards as your agency evolves—no rebuild needed.
Flexible as you grow
Start with a CRM, then add client portals, dashboards, or shared forms—all in one place with no extra tools.
Generate a fully custom creative crm with AI in minutes
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
Start building your creative crm
Describe what your agency needs. Softr's AI builds your custom creative crm in minutes.