Build your own digital marketing agency CRM, no code required
Manage client relationships, track campaigns, and streamline operations with a customizable CRM tailored to your marketing agency's needs
Customize your CRM around your processes
Set up a CRM tailored for your agency’s unique workflows. Add only the features you need now, and update your setup as your clients and team grow.
Lead capture and tracking
Campaign planning and management
Client communication log
Task and project assignment
Reporting and analytics dashboard
Invoice and payment tracking
Unify your client and campaign 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.
Empower your marketing team to manage clients, campaigns, and leads securely. Set up access, permissions, and workflows—no coding or IT support needed.
Advanced permissions
Give account managers, creatives, and leadership tailored dashboards. Each team sees only the information relevant to their work.
User groups
Give account managers, creatives, and leadership tailored dashboards. Each team sees only the information relevant to their work.
Automations
Integrate with marketing tools and CRMs to automate lead capture, follow-ups, and reporting—so your team focuses on strategy.
Works on any device
Access campaign data and client info from anywhere. Your CRM is mobile-ready for remote or on-the-go teams.
Easy, secure logins
Enable fast, secure access for your agency team with Google, email, or SSO logins—no IT tickets required.
Security
Protect client and campaign data with robust permissions. Softr is SOC2 and GDPR compliant for agency peace of mind.
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An AI assistant for your agency
Let team members ask AI about clients, campaigns, or tasks—answers appear instantly 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 digital marketing CRM in minutes with drag-and-drop blocks and ready-made templates.
Consolidate your stack
Add features like campaign tracking, client portals, or reporting as your agency scales—no rebuild needed.
Flexible as you grow
Manage clients, projects, and campaigns in one CRM—no extra tools or scattered data.
Build a fully custom digital marketing 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.
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Frequently asked questions
Build your digital marketing agency CRM today