Build a CRM for marketing agencies, no code
Track leads, manage client contacts, and store proposals in an AI-powered CRM built with AI to fit your agency's unique workflow.
Build exactly what your agency needs
Customize a CRM for marketing agencies that looks sleek and modern out of the box. Add only the features you need, and iterate as your team grows.
Lead and pipeline tracking
Client contact management
AI campaign insights
Proposal and document storage
Automated client onboarding
Budget and cost monitoring
Bring all your client data together in real time
Connect project trackers, proposal systems, and spreadsheets 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 strategist and account manager the right tools and access. Set up secure logins and granular permissions—no IT support needed.
Advanced permissions
Give different account managers tailored access and dashboards, so each team member sees just the specific accounts they manage.
User groups
Give different account managers tailored access and dashboards, so each team member sees just the specific accounts they manage.
Automations
Streamline your agency processes with Softr Workflows. Trigger native notifications based on lead status changes or new proposal uploads.
Works on any device
Access and update your CRM for marketing agencies on the go. View client contacts and pipeline status from any mobile device out of the box.
Easy, secure logins
Use Google, email, or SSO logins to give your marketing team fast, secure access to the CRM—no IT tickets or coding required.
Security
Keep client and contract data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your app.
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 marketing agencies in minutes with AI—no manual configuration or complex setup needed.
Consolidate your stack
Add features like campaign tracking, automated onboarding, or budget monitoring as your team's needs evolve.
Flexible as you grow
Start with a CRM, then add client portals, dashboards, or forms—all in one place, with no extra tools required.
Generate a custom CRM for marketing 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
Create a custom CRM for marketing agencies now
Describe your workflow. Softr's AI builds your agency's CRM in minutes. Get started free.