Why agencies choose Softr
Softr lets your team build and ship internal and client-facing business apps with live data and workflow automation — no dev tickets, no waiting.
Launch client management tools in hours, not sprints
From onboarding to project management and creative approvals, Softr lets your team build and ship custom portals for clients in hours — powered by built-in databases, workflows, and integrations in a single platform.
Replace the spreadsheet ops stack for good
Stop running your agency on email threads, Dropbox links, and Google Sheets. Build custom internal tools your team actually uses — campaign trackers, brief intake systems, approval flows — all connected to the data you already have.
Build once, adapt to every client
No need to duplicate portals. Custom user groups, granular permissions, and conditional filters mean you can build one portal and securely adapt it to each of your clients, so they see only their own campaigns, files, and reporting dashboards.
Connect to your data sources in real time
Use Softr's built-in databases to power your agency tools, or build apps on top of the data sources your team already uses — HubSpot, Airtable, Google Sheets, monday.com, and more.
How agencies use Softr
Give every client a portal they'll actually use
Stop sending status update emails and sharing Dropbox links. Build a branded, white-label portal where clients log in to see everything in one spot.
Branded client dashboards
Show clients up-to-date campaign status and deliverables — all in one login-gated, branded view.
In-portal comments & approvals
Give clients a way to review and approve work directly inside the portal. See email threads disappear.
Creative request and intake forms
Standardize project requests and change orders with conditional forms that collect all the info you need.
Build one hub for your entire ops team
Replace the spreadsheet, Slack channel, and the morning status standup with an internal campaign management hub powered by your live data.
Real-time campaign status tracking
Keep every live campaign in one view, with channel, placement, status, assigned team member, and metrics.
Brief intake that actually works
Create forms that enforce required fields before a brief reaches ops — no more back-and-forth asking.
Stage-gated handoff workflows
Build automations to notify the next team when work is ready to move, no manual follow-up needed.
Manage partners, affiliates, and referrals at scale
Give partners a branded portal to submit leads, track payouts, download assets, and manage their profile — all with role-based access that scales as your network grows.
Partner lead submissions
Partners log in, submit leads, and track status — no more inbound emails or manual spreadsheet updates.
Commission tracking
Connect your payout data and give partners a live view of their earnings without sharing the full backend.
Gated resource library
Brand guidelines, co-marketing assets, and other info — accessible only to approved partners.
Deliver business apps that scale with your agency
White-label branding
Custom domain, logo, and styles, so clients and partners see only your brand.
Works on any device
Turn your agency tools into downloadable mobile apps with Softr’s PWA—no extra design work needed.
Workflow automations
Use Softr Workflows to automate processes across your app—or connect to Make, Zapier, n8n and more.
Advanced permissions
Customize who sees what, and which actions they can take, even at the most granular level.
.svg)
Embeds & reporting
Embed external data from other tools inside your apps, so teams can see metrics without context switching.
SOC2 & GDPR compliant
Enterprise-grade security out of the box. Audit logging, IP allowlisting, and SAML SSO available for larger teams.
Go from zero to app, incredibly fast
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.
Frequently asked questions
Build the agency tools your team and clients deserve
Launch your first app in under 30 minutes.