Why top-performing 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 your clients in hours—powered by built-in databases or your existing data stack.
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, and more.
Build once, adapt to every client
No need to build a separate portal for every client. Custom user groups and granular permissions mean you can build once and adapt securely—so each client sees only their own campaigns, files, and 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, Notion, 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-protected, personalized view.
In-portal comments & approvals
Give clients an easy way to review and approve work directly inside the portal with action button and comments.
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 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 reminders.
Automated handoff workflows
Build automations to notify your 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.
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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
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.
Frequently asked questions
Build agency tools your team and clients will love
Launch your first app in under 30 minutes.