Describe agency workflows and get a working internal tool, while Softr handles data, permissions, and hosting for every project team.




Add only the views and workflows your agency needs today, then adapt briefs, approvals, and delivery tracking as client work changes over time.






Manage briefs, assignments, approvals, and delivery data in Softr Databases, or connect Airtable, Notion, Google Sheets, and other systems with real-time sync.
Give each agency teammate the right tools and access. Set up secure logins, user groups, and granular permissions for project work.
Give strategists, designers, and project managers tailored access to the agency views and records they need.
Give strategists, designers, and project managers tailored access to the agency views and records they need.
Trigger native automations when briefs, assignments, approvals, or project statuses change.
Let agency teams review briefs, update assignments, and check delivery status from any device.
Use Google, email, or SSO logins to give agency teams fast, secure access to project tools.
Keep client briefs, assets, approvals, and delivery data protected with encryption and SOC 2 Type II compliance.
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.

Describe your agency workflows and get a working internal tool in minutes, with no complex configuration.

Add views for briefs, assignments, and approvals as agency processes change, without starting over.

Bring briefs, project tracking, approvals, and delivery dashboards into one tool for your agency.
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.




An agency operations app is a secure workspace where account managers, project leads, and delivery teams log in to manage client work. It can bring together project briefs, task assignments, campaign files, approval updates, budgets, and delivery timelines. Instead of searching through email threads and scattered spreadsheets, your team gets one place to track each account, from signed scope to final handoff.
Keeping client delivery organized is the main benefit for an agency team. Softr is an AI app builder for business software: describe your workflow in plain language, and it generates the database, pages, and logic, already connected and secure. No code is needed at any point. You can start by generating the app with AI, choosing a template, or building from scratch, then move between AI and visual editing whenever you like.
Store project briefs, campaign tasks, and client approvals in Softr Databases, or connect tools such as Airtable, Google Sheets, or HubSpot. You retain control over the page layout, each role's access, and your agency branding.
You can shape the app around the way your agency manages accounts and delivery, including:
- **AI inside the app:** Ask AI can answer questions about campaign status or overdue tasks, while Database AI Agents can classify incoming briefs by service line or enrich company records.
- **Custom interfaces:** A Vibe Coding block can create a resource allocation view showing designers, copywriters, and their current assignments.
- **Automations:** Softr Workflows can notify an account manager when a client approval record changes, or create a delivery task when a project moves to production.
- **Access controls:** Give account managers access to their accounts while operations leads see agency-wide budgets and capacity.
- **Forms:** Collect project briefs and upload brand guidelines, with conditional questions based on the selected service.
- **Reporting and records:** Add dashboards, charts, filtered lists, tables, kanban boards, and detail views for retainers, campaigns, and deadlines.
Everything uses drag-and-drop blocks and remains editable later.
Describe the agency workflow in plain language, such as a workspace where account managers track briefs, creatives update deliverables, and clients approve campaign assets. Softr generates the app on a production-ready foundation, with authentication, database logic, and security handled natively. That differs from tools that leave you maintaining fragile generated code after the first demo.
For an agency, the Day Two problem might mean lost approval history, broken project permissions, or missed delivery triggers. Softr's Vibe Coding blocks keep every prompt and edit in version history, so you can roll back a change that disrupts campaign tracking instead of trying to re-prompt your way out of it.
Yes. Keep account management, creative, paid media, and operations in one app while each person sees only the projects and records assigned to them. A designer can update asset status for their campaigns, while an operations lead can review agency-wide capacity and deadlines. Login and role-based permissions keep separate departments working from the same system without exposing every client record.
You do not need an existing system to get started. If your agency is beginning with a spreadsheet of clients, projects, and task owners, you can create those records directly in Softr Databases, the relational database built into the platform. Structure account details, campaign stages, budgets, and approvals around your actual process.
If information already lives elsewhere, Softr connects with Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, SQL databases, and other sources through the REST API connector. You decide how project data is structured and how it appears to account managers, creatives, and leadership.
Softr Databases is the recommended starting point for an agency operations app. It is a native relational source for business apps, so it offers high performance, instant automation triggers, and fast access to native project, client, and task records.
Softr also connects to 21+ external data sources, including Airtable, Google Sheets, HubSpot, SmartSuite, and BigQuery. Many support real-time two-way sync, and one agency app can draw on several sources at once. For example, campaign planning might come from Airtable while client accounts come from HubSpot. External source availability can depend on your Softr plan.
Agency roles can have different views of the same delivery system. For example, account managers may view client contacts, briefs, budgets, and approval status for their assigned accounts, but not internal margin data. Operations leads can edit resourcing plans, review all project timelines, and manage team capacity across departments.
Softr lets you control layout, navigation, and content at the page or block level. Filtered views can use the logged-in user, so a creative sees assigned deliverables while an account manager sees their client portfolio. Before launch, the built-in preview lets you open the app as any user group and check access without creating test accounts.
Yes. Add your agency logo, brand colors, fonts, and custom domain, then remove Softr branding. This gives account managers, creatives, and leadership a workspace that matches your internal identity, which is useful when several departments rely on the same project and campaign records every day.
You can adjust colors, fonts, spacing, page structure, and the blocks each role sees after login. Choose layouts that match how your agency reviews work:
- **Table:** Compare client retainers, campaign budgets, owners, and due dates.
- **List or Card:** Give account managers a quick view of active briefs and recent approvals.
- **Detail View:** Show a project's scope, files, comments, and delivery history in one record.
- **Forms:** Capture new work requests, change orders, and creative feedback with uploads.
- **Charts:** Track utilization, project margins, campaign volume, or overdue deliverables.
- **Calendar:** Show production deadlines, review meetings, and launch dates.
The visual builder keeps every page editable, so operations teams can refine the workspace as services and workflows change.
Agency operations apps often contain sensitive client briefs, campaign budgets, contract details, and approval records. Softr encrypts data in transit with TLS and at rest on secure infrastructure. Authentication, role-based permissions, visibility rules, and global restrictions help control which account managers, creatives, and operations leads can access those records.
With Softr Databases, data remains in Softr's secure environment, hosted in Europe in Germany, and the database is SOC 2 Type II compliant. If you connect an external source, Softr stores nothing there and displays live data according to your configured access settings. Users can be managed in your data source, while authentication, access control, and monitoring follow industry best practices.
It is production-ready for real agency users and records. In practice, production means account managers can update client work, creatives can move deliverables through review, and operations leads can rely on approval history and deadlines without the app failing on its second day.
Many AI tools generate fragile custom code that becomes difficult to maintain or secure. Softr builds the agency workspace on a stable foundation with authentication, secure hosting, and granular permissions handled natively. That addresses the Day Two problem, so the same app can support real campaign records, budgets, and team workflows from day one rather than stopping at a prototype.
Pure vibe coding tools generate raw code that can leave your agency responsible for authentication, permissions, and maintenance. Traditional no-code tools typically require hours of manual configuration before account managers can track a brief or creatives can update a deliverable.
Softr takes a hybrid approach. Describe the agency workflow and it can generate the database, pages, and logic in minutes, then you refine project views, approval steps, and team access visually. Business-grade hosting, authentication, roles, and permissions are already in place for non-technical teams moving from an initial workflow to production.
Softr apps are also agent-ready. A logged-in user can operate the app through an AI assistant over MCP, with the same project restrictions and user-group permissions. There is no second permission model to build or audit.
Start with an automation that removes a daily handoff: when a client approval changes to approved, Softr Workflows can notify the account manager and create the next production task. Workflows can run when a record changes or when someone clicks a button, so campaign stages, review assignments, and delivery updates can follow your agency process.
Softr also syncs with tools such as Stripe and Intercom. Use the REST API and webhooks for advanced cases, such as sending project status to another system or triggering an external automation after a brief is submitted. You can display records from connected tools, respond to user actions, and automate agency workflows without code.
Describe your agency workflows and get a working internal tool in minutes, with no raw code to maintain.