Build your digital agency CRM without code
Track leads, manage client pipelines, and score deals in an AI-powered digital agency CRM built with AI to fit your agency's workflow.
Build exactly what your agency needs
Customize a digital agency CRM that looks sleek out of the box. Add only the features you need, like deal scoring, and iterate as you scale.
Lead and inquiry capture
Agency pipeline management
Account and contact tracking
AI-powered deal scoring
Project billing and status
Ask AI reporting insights
Unify your client and deal data in real time
Connect spreadsheets, existing CRMs, and billing 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.
Give each account manager and sales rep the right tools and access. Set up secure logins, user groups, and granular permissions—no IT support needed.
Advanced permissions
Give different team members tailored access and dashboards, so sales reps see leads while project leads see active account status.
User groups
Give different team members tailored access and dashboards, so sales reps see leads while project leads see active account status.
Automations
Streamline your internal processes with Softr Workflows. Trigger native notifications when a deal moves stages or an inquiry is captured.
Works on any device
Access and update your digital agency CRM on the go. View pipeline health and contact details from any mobile device out of the box.
Easy, secure logins
Use Google, email, or SSO logins to give your agency team fast, secure access—no IT tickets or complex passwords required.
Security
Keep internal deal and client data safe with SOC2 and GDPR compliance, plus fine-tuned access control for every account manager.
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 digital agency CRM in minutes with AI—no manual setup or complex engineering needed.
Consolidate your stack
Add features like project billing, contact tracking, or AI reporting as your agency grows—no rebuild needed.
Flexible as you grow
Start with a CRM, then add client portals or team dashboards—all in one place, with no extra tools to buy.
Generate a fully custom digital agency CRM 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
Start building your digital agency CRM
Launch faster with a CRM built for your agency's workflow. Get started free—no dev needed.