Build a CRM for advertising agencies
Track leads, manage creative briefs, and monitor payments in an AI-powered CRM for advertising agencies you adapt to fit your agency.
Tailor your CRM to your needs
Customize a CRM for advertising agencies that looks sleek out of the box. Add only the features you need, and iterate as agency workflows evolve.
Lead and deal tracking
Campaign performance dashboards
Client contact management
Invoicing and payment status
AI-powered creative briefs
Account request forms
Unify your agency data in real time
Connect spreadsheets, CRMs, and project trackers with real-time sync—or manage everything in Softr Databases. One source of truth for your agency's workflows.
Custom access for every team. Built-in security.
Give each account manager and creative the right tools and access. Set up secure logins, user groups, and granular permissions—no IT support needed.
Advanced permissions
Give creatives and account managers tailored access and dashboards, so each role sees just the briefs and leads they need.
User groups
Give creatives and account managers tailored access and dashboards, so each role sees just the briefs and leads they need.
Automations
Streamline your processes with Softr Workflows. Trigger native automations for lead follow-ups or creative brief approvals to keep operations smooth.
Works on any device
Access and update your agency CRM on the go. All apps are mobile-ready out of the box, perfect for client meetings and pitches.
Easy, secure logins
Use Google, email, or SSO logins to give your agency team fast, secure access—no IT tickets or complex setups needed.
Security
Keep sensitive client and campaign data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your tool.
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 CRM for advertising agencies in minutes with AI—no manual setup or complex configuration needed.
Consolidate your stack
Add features like campaign dashboards, brief generation, or invoicing as your agency grows—no rebuild needed.
Flexible as you grow
Start with a CRM, then add client portals, dashboards, or internal forms—all in one place, with no extra tools.
Generate a custom CRM for advertising agencies with AI
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
Build your CRM for advertising agencies
Describe what you need. Softr's AI builds your agency tool in minutes. No dev needed.