Build software for marketing agencies, no code required
Streamline campaigns, manage clients, and optimize workflows with customizable tools tailored for your marketing agency's needs.
Customize your tool around your processes
Build your agency’s workflow with only the views and features you need. Adapt your setup as client needs change—no coding required.
Client onboarding management
Campaign project tracking
Content approval workflow
Performance reporting portal
Invoice & payment management
Lead & contact database
Unify your 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.
Give every client a custom, secure CRM experience.
Deliver a fully branded CRM portal for your marketing agency. Allow clients and team members to access campaigns, contacts, and reports securely.
Easy, secure logins
Your CRM portal is mobile-ready by default. Clients and teams can access campaign info from anywhere, anytime.
Works on any device
Your CRM portal is mobile-ready by default. Clients and teams can access campaign info from anywhere, anytime.
Automations
Connect with popular marketing tools to automate campaign updates, lead assignments, and reporting workflows.
User groups
Provide tailored dashboards for clients, account managers, and creatives—each sees the CRM data that’s relevant to them.
Advanced permissions
Set granular permissions to control who can view, edit, or manage leads, campaigns, or analytics in your CRM.
Security
Keep marketing data secure for clients and staff. Softr is fully SOC2 and GDPR compliant for peace of mind.
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An AI assistant for marketers
Let your team ask AI for client data, campaign status, or leads—instantly answered inside your CRM, no switching tools needed.
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
Set up a CRM for your agency in minutes with drag-and-drop blocks and purpose-built templates.
Consolidate your stack
Add features like campaign tracking, analytics, or client reporting as your agency scales.
Flexible as you grow
Start with your CRM, then add client portals, dashboards, or project trackers—all in one place.
Build a fully custom software for marketing agencies 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
Launch your efficient CRM for marketing agencies