Build a CRM for creative agencies, no code needed
Manage leads, track creative projects, and monitor invoices in an AI-powered CRM built with AI to fit your agency's specific workflow.
Build exactly what your agency needs
Customize a CRM for creative agencies that looks sleek and modern out of the box. Add only the features you need, and iterate as your team grows.
Lead and inquiry capture
Agency pipeline management
Client and contact management
Creative project tracking
AI-powered revenue insights
Invoice and contract status
Bring all your client data together in real time
Connect lead sources, project trackers, and contract systems from multiple tools—or manage everything in Softr Databases. Create one source of truth for your agency.
Custom access for every team. Built-in security.
Give each teammate the right tools and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give different agency members tailored access and dashboards, so designers see their projects while finance sees the invoice statuses.
User groups
Give different agency members tailored access and dashboards, so designers see their projects while finance sees the invoice statuses.
Automations
Streamline your agency processes with Softr Workflows. Trigger native automations for client onboarding or status updates as deals move through the pipeline.
Works on any device
Access and update your CRM for creative agencies on the go. View project progress or contact details from any mobile device out of the box.
Easy, secure logins
Use Google, email, or SSO logins to give your creative team fast, secure access to lead data—no IT tickets needed.
Security
Keep sensitive client and contract data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your agency 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 creative agencies in minutes with AI—no manual configuration or developer support required.
Consolidate your stack
Add features like project tracking, client portals, or task boards as your creative workflows evolve over time.
Flexible as you grow
Start with a CRM, then add internal dashboards or feedback forms—all in one place, with no extra tools needed.
Generate a custom CRM for creative 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 creative agencies in minutes
Describe what you need. Softr's AI builds it in minutes. Get started for free, no developer needed.