Track billable hours, manage resources, and monitor agency profitability in an AI-powered ERP built by AI to fit your agency's workflow.




Customize a system with the exact project views and reporting your team needs. Add blocks like time trackers or client portals—no code needed.



Connect project data, billable hours, and budgets from multiple tools—or manage everything directly in Softr Databases. Create one source of truth for your creative agency.
Give account managers and creatives the right tools and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Give different employees tailored dashboards, ensuring account managers see client health while creatives focus on project tasks and time tracking.
Give different employees tailored dashboards, ensuring account managers see client health while creatives focus on project tasks and time tracking.
Streamline operations with Softr Workflows. Trigger native notifications for budget overruns or status changes to keep your agency running smoothly.
Access and update your agency ERP on the go. Log billable hours or check resource scheduling from your mobile device out of the box.
Use Google, email, or SSO logins to give your agency team fast, secure access to manage projects—no IT tickets or complex setup needed.
Keep sensitive agency and client data safe with SOC2 and GDPR compliance, plus fine-tuned access control to protect project financials at every level.
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.

Build your digital agency management software in minutes with AI—no manual configuration or manual setup needed.

Add features like profitability dashboards or scope generation as your services evolve—without needing a rebuild.

Start with project tracking, then add client portals and team dashboards—all in one place with no extra tools.
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.
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.




A digital agency management software is a secure ERP environment where your agency teams can log in to manage project lifecycles, client billables, creative assets, and production timelines. It centralizes all agency operations in one place, eliminating the chaos of scattered Slack threads or disconnected spreadsheets. This makes it easier to track project profitability and provide a transparent, professional experience for both your account managers and your clients.
Softr is the first AI-native platform for building business software, making it the ideal choice for creating digital agency management software tailored to your specific creative workflows. You can describe your agency's operational needs to the AI Co-Builder to instantly generate your project database, client-facing pages, and resource allocation logic—all pre-connected and secure.
You don't need a single line of code. You can start by generating with AI, using an agency template, or building from scratch. Everything runs on Softr Databases, the native relational database built into the platform, or you can connect your existing creative tools like Airtable, Google Sheets, or HubSpot. You have full control to adjust the layout visually, define granular permissions for freelancers and full-time staff, and brand the interface to match your agency's aesthetic. It's fast to launch, simple to iterate as you scale, and flexible enough to handle complex agency growth.
You can include a wide range of features in your digital agency management software to streamline your production pipeline. A high-performing agency ERP usually blends classic management blocks with AI-powered intelligence:
- AI-Powered Intelligence – Use Ask AI to let account managers query client project history conversationally, or set up Database AI Agents to automatically summarize campaign performance data or draft project briefs.
- Vibe Coding Blocks – Build complex, custom UI elements—like a custom high-fidelity time tracker—using the AI Code block to "vibe code" the exact functionality your agency needs.
- Softr Workflows – Build native automations, such as automated invoice generation or project status change notifications, that trigger whenever a creative milestone is marked as complete.
- Client & Staff Portals – Securely manage access so freelancers only see assigned tasks, while clients see their specific project approvals.
- Forms & Intake – Capture project requirements with custom creative brief forms, file uploads for brand assets, and conditional logic for different service tiers.
- Agency Dashboards – Visualize agency profitability, billable hours, and resource utilization with real-time charts and summaries.
- Project Boards – Display and manage your workflow with searchable tables, kanban boards for creative stages, and detailed task views.
Everything is built using Softr's drag-and-drop blocks, so you can create these features without writing code. Need something truly unique for your studio? Use the Vibe Coding block to generate a tailored component with AI. And as your agency evolves, updating the software is effortless.
Vibe coding is about moving at the speed of a digital agency and using AI to build exactly what your operations require. You can "vibe code" digital agency management software in Softr by simply describing your agency's project structure and billing logic to the AI Co-Builder. Softr then generates a production-ready ERP on top of a stable, secure foundation.
Unlike other tools that generate raw, fragile code, Softr handles the high-stakes backend work—like staff authentication, relational database logic, and client permissions—natively. This means you get the speed of vibe coding without the technical debt of managing raw code. You describe your agency workflow, Softr builds it, and your team can start logging hours and managing campaigns instantly.
Yes. You can manage multiple client accounts and internal creative teams within a single ERP system. Each stakeholder only sees the project timelines, budget reports, and assets assigned to them based on their login and role. This is designed specifically for agencies that need to maintain strict confidentiality between different client projects while giving leadership a bird's-eye view of all operations.
Yes, you can. You don't need to bring existing project data from another tool to start building your digital agency management software. If you're building your agency operations from the ground up, you can use Softr Databases, which is built into the platform and handles relational data like linking clients to specific projects and invoices perfectly.
However, if you already have campaign data in tools like Airtable, Google Sheets, HubSpot, or monday.com, you can connect those as well. You can also use the REST API connector to bring in data from specialized marketing tools. Either way, you have absolute control over how your agency's data is structured and presented to your team.
Softr Databases is the recommended native data source for your digital agency management software. It is built for business apps, offering high performance for large project lists and instant automation triggers for real-time agency status updates.
If your agency data lives elsewhere, Softr connects to over 17 external sources. You can integrate Airtable for task management, HubSpot for lead tracking, or BigQuery for campaign analytics. You can even combine multiple sources—for instance, pulling client contact info from HubSpot alongside project tasks stored in Softr Databases. Most sources support real-time, two-way sync, ensuring your agency records are always current.
Yes, Softr gives you full control over the user experience within your digital agency management software. You can customize every navigation menu and dashboard to match your agency’s internal workflow. Each block or page can be dynamically hidden based on user roles, ensuring creative directors see high-level metrics while freelancers only see their assigned task lists.
You can set up granular roles—such as Project Manager, Client, Accountant, or Creative—defining exactly what each person can view or edit. For example, clients can view and approve creative assets, but cannot see internal project margins. This level of customization ensures a clean, secure, and professional operations environment for everyone involved.
This is essential for agencies managing diverse stakeholders across multiple time zones or service offerings, keeping the experience focused and your data protected.
Yes, you can fully white-label your digital agency management software in Softr. You can use your agency's logo, brand colors, custom typography, and a custom domain (e.g., portal.youragency.com) to make the software feel like a premium, proprietary product built by your studio. You can also remove all Softr branding to ensure your clients only interact with your agency's professional identity throughout the management experience.
Yes, you can. Softr provides the flexibility to control the visual identity and structural layout of your agency ERP. You can adjust the spacing, site navigation, and page hierarchy to optimize for your team's productivity. You decide which data blocks are displayed to specific staff members when they log in to their dashboard.
To manage your agency's data, you can choose from various functional blocks:
- Table blocks – for tracking media buys, billable hours, or invoice lists.
- List or Card blocks – for showcasing creative portfolios, staff directories, or active campaigns.
- Detail View – for deep dives into specific project specs or client contract details.
- Forms – for internal project requests or client feedback loops.
- Charts – for visualizing agency revenue growth and resource utilization.
- Calendar blocks – for coordinating campaign launch dates and content schedules.
If your agency processes change, you can update the design and functionality instantly through the visual builder without needing a developer.
Softr is built with enterprise-grade security to protect your agency's intellectual property and client data. All data is encrypted in transit and at rest, and your management software is hosted on a secure, SOC 2 Type II compliant infrastructure. You maintain full control over data visibility with role-based permissions, allowing you to restrict sensitive financial data to leadership roles while keeping project tasks open to teams.
For agencies using Softr Databases, data is stored in a secure European-based environment (Germany). If you connect to external sources like Airtable or SQL, Softr doesn't store your sensitive data; it simply securely displays it in real-time based on your permission settings. You are always the owner and gatekeeper of your agency’s proprietary information.
The software is fully production-ready from day one. Unlike standard AI tools that produce experimental or fragile code, Softr builds your digital agency management software on a stable, professional foundation designed for scale.
We manage the critical technical requirements—like secure user authentication, complex relational permissions, and hosting—natively. This eliminates the "Day Two" maintenance burden usually associated with AI-generated software. You get the speed of instant tool creation with the reliability needed to run a professional agency, ensuring your team and clients have a seamless experience immediately.
Softr is the first AI-native platform designed for business software. Unlike "vibe coding" tools that can create unstable results, or legacy no-code platforms that require weeks of manual configuration, Softr’s AI Co-Builder creates functional agency ERPs on top of a secure, production-grade foundation.
The key advantage is the hybrid approach: use AI to generate your project database and interface in minutes, then use visual drag-and-drop controls for pixel-perfect refinements. You get the agility of AI with the stability of built-in business features like custom roles and secure hosting. It is built specifically for agency leaders who need to transition from an idea to a live management system in hours, not months.
Yes. Softr supports powerful native workflows and deep integrations to connect your agency software to your creative stack. You can automate internal tasks using Softr Workflows—like alerting a designer when a client leaves feedback—or sync with tools like Stripe for payments and Slack for notifications. Softr also supports a REST API and webhooks for high-level technical integrations.
Whether you need to sync project data with a CRM, trigger automations when an invoice is paid, or pull in analytics from marketing platforms, you can build these connections directly into your agency management software without writing code.
Describe what you need. Softr's AI builds it in minutes. Get started free. No setup time, no dev needed.