Build your own CRM for agencies, no code required
Manage client relationships, streamline workflows, and enhance collaboration with a customizable CRM tailored to your agency's needs.
Customize your CRM around your processes
Shape a CRM that fits the way your agency works. Add only the features and views you need now, and adjust easily as your client list grows.
Lead capture and tracking
Pipeline management
Client onboarding workflow
Task and project assignment
Contact and communication logging
Invoice and payment tracking
Bring all your client and project data together
Connect spreadsheets, CRMs, and project management tools with real-time sync—or manage everything in Softr Databases. One source of truth for your agency.
Give every agency client a custom, secure CRM.
Deliver a branded portal where each client or team member can track projects, contacts, and deals. Set permissions and access in minutes.
Easy, secure logins
Your agency CRM works on any device—let teams and clients manage leads or review updates from anywhere.
Works on any device
Your agency CRM works on any device—let teams and clients manage leads or review updates from anywhere.
Automations
Integrate with your favorite tools to automate client onboarding, status updates, or follow-up reminders.
User groups
Create separate logins for clients, account managers, and sales—each gets personalized dashboards and data.
Advanced permissions
Set rules for who can view, edit, or manage contacts, deals, or projects—down to the client or record level.
Security
Protect client and agency information. Softr is SOC2 and GDPR compliant for peace of mind.
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An AI assistant for your agency
Let your team ask AI about clients, deals, or tasks—answers surface instantly inside your CRM, no extra tools needed.
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
Launch your agency CRM in minutes with drag-and-drop blocks and templates—no coding needed.
Consolidate your stack
Easily add new pipelines, client fields, or automations as your agency scales and changes.
Flexible as you grow
Manage your CRM, client portals, and project workflows—all in one place, with no extra tools.
Build a fully custom CRM for agencies 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.
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Frequently asked questions
Build your CRM for agencies today