Build your own crm for web design agencies, no code required
Manage client relationships, streamline project workflows, and enhance team collaboration with a custom CRM tailored for web design agencies.
Build exactly what your team needs
Create a CRM tailored for web design agencies. Add only the features your team needs now, and easily update your setup as projects evolve.
Lead capture and tracking
Proposal and quote management
Project pipeline visualization
Client communication hub
Task assignment and tracking
Invoice and payment tracking
Bring all your project data together in real time
Connect spreadsheets, CRMs, and design tools with real-time sync—or manage everything in Softr Databases. Create one source of truth for your projects.
Custom access for every agency team. Built-in security.
Give your design team, project managers, and clients the right access to projects, contacts, and tasks. Set up secure logins, user groups, and permissions in minutes—no development required.
Advanced permissions
Tailored access for designers, account managers, and clients—so each role only sees what's relevant to them.
User groups
Tailored access for designers, account managers, and clients—so each role only sees what's relevant to them.
Automations
Connect with tools like Make, Zapier, or N8N to automate onboarding, follow-ups, and task assignments.
Works on any device
Access and update your agency's CRM from desktop or mobile. All apps are mobile-ready out of the box.
Easy, secure logins
Let your team and clients log in with Google, email, or SSO for fast, secure access—no IT setup needed.
Security
Protect client and project data with built-in SOC2 and GDPR compliance, plus detailed access control.
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An AI assistant for web agencies
Let your team ask AI for client info, project updates, or sales insights—all directly inside your CRM, powered by Softr.
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 web design agency CRM in minutes with drag-and-drop blocks and templates.
Consolidate your stack
Add features like project tracking or client feedback as your agency’s needs change—no rebuild needed.
Flexible as you grow
Start with a CRM, then add project portals or intake forms—all in one place, with no extra tools.
Build a fully custom CRM for web design 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 web design agencies today