Track campaigns, manage brand assets, and automate reporting in an AI-powered system built with AI to fit your agency's unique workflow.




Customize your digital marketing agency management software with custom views for campaigns and tasks. Add features as your client list evolves.





Connect campaign data, client assets, and budget trackers with real-time sync—or manage everything in Softr Databases. Create one source of truth for your agency's workflows.
Give each client and team member the right views in a fully branded portal. Set up secure logins, user groups, and agency permissions in minutes.
Softr apps are mobile-ready. Turn your agency management software into a downloadable app for on-the-go campaign monitoring and approvals.
Softr apps are mobile-ready. Turn your agency management software into a downloadable app for on-the-go campaign monitoring and approvals.
Build native automations to handle client notifications, status updates, and reporting syncs automatically whenever a campaign task is updated.
Provide separate logins for different clients and creative teams, and create personalized dashboards for each marketing stakeholder.
Apply rules for clients and managers. Customize who sees specific campaign budgets or brand assets at a granular level.
Protect sensitive client marketing data and brand assets. Softr is fully compliant with SOC2 and GDPR regulations.
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 marketing agency software in minutes with AI—no manual setup or complex configuration needed.

Add features like client approval workflows or budget monitoring as your team grows—without needing a rebuild.

Start with task tracking, then add client portals and performance 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.




Digital marketing agency management software is a central hub designed for agency owners and project managers to streamline operations, including client campaigns, creative assets, reporting, and team task tracking. It keeps all project communication, file approvals, and marketing timelines in one place, so you don't have to rely on fragmented Slack threads or spreadsheets. This makes it easier to stay organized and provide a high-quality, transparent experience for both your clients and your internal team.
Softr is the first AI-native platform for building business software, making it uniquely suited to a digital marketing agency management system that evolves as fast as the industry. You can describe your specific agency requirements—like tracking PPC spends or social media calendars—to the AI Co-Builder to instantly generate your database, campaign pages, and project logic, all fully connected and secure.
You don't need to code anything. You can start by generating with AI, using a pre-built project management template, or building from scratch. Everything runs on Softr Databases, or you can connect the tools your agency already uses like Airtable, Google Sheets, or HubSpot. You have full control to visually adjust your task boards, decide which clients see which campaign metrics, and brand the platform to match your agency's professional identity. It's quick to launch, simple to update, and flexible enough to scale from a boutique setup to a large-scale firm.
You can include a wide range of features in your digital marketing agency management software, depending on your agency's specific services. A great project management app usually mixes functional agency blocks with AI-powered intelligence:
- AI-Powered Intelligence – Use Ask AI to let account managers query campaign performance data conversationally, or set up Database AI Agents to research competitor keywords or summarize client brand guidelines.
- Vibe Coding Blocks – Build custom UI elements—like a dynamic ad spend calculator—using the AI Code block to "vibe code" exactly what your finance team needs.
- Softr Workflows – Build native automations (like an automatic Slack notification when a creative asset is approved) that trigger whenever a task status changes or a deadline approaches.
- Client & Team Portals – Securely manage access so clients only see their specific monthly reports while your creative team sees the full production backlog.
- Forms & Asset Collection – Capture client feedback or new content requests with custom forms, file uploads, and conditional logic for different service types.
- Performance Dashboards – Visualize ROAS, conversion rates, and SEO progress with real-time charts and summaries.
- Project Timelines & Kanban Boards – Display and manage your agency's workload with searchable tables and visual boards for content pipelines.
Everything is built using Softr's drag-and-drop blocks without writing code. Need a custom SEO audit tool? Use the Vibe Coding block to generate it with AI.
Vibe coding is about moving fast and using AI to build the exact agency workflow you need. You can "vibe code" digital marketing agency management software in Softr by simply describing your specific project needs—such as an automated client intake flow or a social media approval portal—to the AI Co-Builder. Softr then generates a production-ready system on top of a stable, secure foundation.
Unlike other tools that just generate raw, fragile code, Softr handles the foundational needs—like client authentication, database logic for campaign records, and project security—natively. This means you get the speed of vibe coding your marketing tools without the technical debt of managing raw code. You describe your agency process, Softr builds it, and it’s ready for your clients and account managers immediately.
Yes. You can manage multiple clients, creative teams, and external freelancers in a single project management portal. Each user only sees the specific campaigns and deliverables assigned to them based on their login and custom role. This is perfect for agencies that need to maintain strict privacy between different client accounts while giving internal managers a bird's-eye view of every active project.
Yes, you can. You don't need an existing data setup to start building your digital marketing agency management software. If you're starting fresh, use Softr Databases, which is built into the platform and handles high volumes of project data, client contacts, and task lists flawlessly.
However, if your agency already tracks work in Airtable, Google Sheets, HubSpot, or SQL, you can easily connect those as well. You can also use the REST API to pull in performance data from marketing platforms. Either way, you have total control over how your agency's data is organized and presented to your team.
Softr Databases is the recommended native data source, built specifically for agency apps that require high performance and instant automation triggers. Since the data is native to the platform, the experience for your clients browsing their assets is lightning-fast.
If your marketing data lives elsewhere, Softr connects to 17+ external sources including Airtable, Google Sheets, HubSpot, SmartSuite, and BigQuery. You can even combine sources: pull client contacts from HubSpot and project tasks from Softr Databases into one seamless dashboard. Most sources support real-time, two-way sync, ensuring your campaign statuses are always current.
Yes, Softr gives you absolute control over the client experience within your agency management software. You can customize the layout and navigation to match your agency branding. Each page or task block can be restricted based on the user's role, so a client only sees their specific campaign approvals while your lead strategist can view the entire department's roadmap.
You can set up granular roles—such as Freelancer, Account Executive, or Executive Stakeholder—and define exactly what each can view or edit. For example, you can allow clients to upload assets but not change project deadlines. This ensures your project management is secure, professional, and tailored to every stakeholder involved.
Yes, you can fully white-label your digital marketing 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 tool feel like a premium, proprietary service. You can also remove all Softr branding, ensuring your clients see only your agency's identity when they log in to check their marketing performance.
Yes, Softr offers deep flexibility for your agency's design needs. You can adjust colors, spacing, and page depth to match your agency’s aesthetic. You can choose how campaign data is laid out and determine exactly what blocks (like 'Latest Creative' or 'Monthly Spend') different team members see upon login.
To display your project data, choose from specialized blocks:
- Table blocks – for tracking granular SEO keywords or budget line items.
- Kanban or List blocks – for managing the creative production pipeline.
- Detail View – for deep dives into a specific marketing campaign's performance.
- Forms – for streamlining client onboarding and content briefs.
- Charts – for reporting ROI and traffic growth to clients.
- Calendar blocks – for coordinating social media posting schedules.
If your agency processes change, you can update the visual builder in real-time.
Softr is built with enterprise-grade security to protect sensitive marketing strategies and client data. All data is encrypted in transit (TLS) and at rest, and your project management system is hosted on secure infrastructure. You have full control over role-based permissions, managing exactly which account managers can see sensitive client billing info.
For agencies using Softr Databases, data is stored in a secure EU-based environment (Germany) with SOC 2 Type II compliance. If you connect external sources like Airtable or SQL, Softr serves as the interface and doesn't store your records—it displays them in real time based on your specific visibility rules. Softr follows industry best practices for authentication to ensure your agency's intellectual property stays safe.
It is fully production-ready. Unlike AI tools that simply output code snippets that are difficult for an agency to maintain, Softr builds your digital marketing management software on a stable, professional foundation.
We handle the complex infrastructure like client authentication, secure file hosting, and granular access levels natively. This means your agency gets the speed of AI generation without the risk of a fragile system. Your management hub is secure, scalable, and ready for your agency team to start managing million-dollar budgets from day one.
Softr is the first AI-native platform for building business software, offering much more flexibility than off-the-shelf project tools. Unlike traditional project management software that forces you into a specific workflow, Softr's AI Co-Builder creates an app tailored to your agency's unique services then lets you edit it visually.
It provides a hybrid advantage: use AI to generate your agency database and UI in minutes, then use visual tools to refine pages. You get the speed of modern AI with the reliability of built-in business features like secure client logins and complex permissions. It is designed for marketing teams that need a custom-built solution without the cost of a developer.
Yes. Softr supports powerful native workflows and integrations to connect your management software to your entire marketing stack. You can automate tasks using Softr Workflows—like sending an automated project kickoff email when a client signs a contract—or integrate with tools like Stripe for invoicing and Intercom for client support.
With REST API and webhook support, you can also pull in live data from Facebook Ads or Google Analytics to show real-time performance inside your portal. Whether you need to sync data with a CRM or trigger alerts based on task completion, you can build it all without writing code.
Launch faster with a tool built for your agency workflow. Get started free, no setup time or dev needed.