Build your own digital agency crm, no code required
Manage clients, track projects, and streamline operations with a customizable CRM tailored to your digital agency's workflow.
Customize your CRM around your processes
Set up a CRM that matches your agency’s workflow. Add only the features and views you need, and adjust as your client work evolves—no code needed.
Lead capture and tracking
Project pipeline management
Client communication log
Task assignment and tracking
Invoice and payment tracking
File sharing and approvals
Unify your client data in real time
Connect spreadsheets, CRMs, and project management tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your agency.
Custom access for every team. Built-in security, no dev time.
Streamline your digital agency’s CRM with secure logins, user groups, and granular permissions. Empower your team to manage client data and projects—no dev work needed.
Advanced permissions
Give team members custom dashboards so sales, project managers, and leadership see just what they need in the CRM.
User groups
Give team members custom dashboards so sales, project managers, and leadership see just what they need in the CRM.
Automations
Connect your CRM with tools like Make, Zapier, or N8N to automate follow-ups, task assignments, and client updates.
Works on any device
Access your CRM and update client info on the go. All agency tools are mobile-ready out of the box.
Easy, secure logins
Enable Google, email, or SSO logins for your team to access the CRM quickly and securely—no IT help required.
Security
Safeguard client and agency data with SOC2 and GDPR compliance, plus robust access controls across your CRM.
.svg)
An AI assistant for your agency
Team members can ask AI for client info, deal status, or deadlines—AI answers instantly, right in your CRM workspace.
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 digital agency CRM in minutes with drag-and-drop blocks and ready-made templates.
Consolidate your stack
Add features like client pipelines or project tracking as your agency’s needs change—no rebuild needed.
Flexible as you grow
Start with a CRM, then add client portals, dashboards, or briefs—all in one place, no extra tools.
Build a fully custom digital agency CRM 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.
250+
600+
Frequently asked questions
Build your digital agency CRM in minutes