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
What is Softr?
What is Softr?
Softr is the AI platform that lets business teams and agencies build the software they need to run their operations, without code or developers. Describe what you need, and AI builds the app, database, and business logic — connected, secure, and ready for real users.
Over 1 million builders worldwide, from small businesses to enterprises, use Softr to build and run the internal tools and client-facing systems powering their operations.
Can I white-label a Softr portal completely for my clients?
Can I white-label a Softr portal completely for my clients?
Yes. On the Professional plan and above, you can remove all "built with Softr" branding, so clients see only your agency's brand. For full white-label with advanced features like SAML SSO and database audit logging, check out the Enterprise plan.
Can one portal serve multiple clients without them seeing each other's data?
Can one portal serve multiple clients without them seeing each other's data?
Yes — this is one of Softr's core strengths compared to other AI app builders. With custom user groups, granular permissions, and conditional filters, each client logs in and sees only their own campaigns, files, and reports from the same app build. No duplicate apps per client required.
How do I connect Softr to my existing data?
How do I connect Softr to my existing data?
Softr connects natively to 17+ data sources, including HubSpot, Airtable, Google Sheets, monday.com, Notion, ClickUp, MySQL, PostgreSQL, Supabase, and more. Set it up in a few clicks and manage exactly what data is shown on the front-end.
For any other system, use the REST API connector. A two-way sync means data stays up-to-date in real time.
How long does it take to build an agency client portal?
How long does it take to build an agency client portal?
Most teams build a working version of an agency client portal in a few hours using Softr's AI App Builder — describe what you need in plain language and get a working app, then customize visually without writing code. You can also use an app template to get started.
Does Softr work for both internal tools and client-facing portals?
Does Softr work for both internal tools and client-facing portals?
Yes. Many agencies use Softr for both: an internal campaign operations hub for their team and a portal for client management. Both live in the same Softr workspace.
What security and compliance features does Softr offer?
What security and compliance features does Softr offer?
Softr is SOC2 and GDPR compliant. Enterprise features include SAML SSO (Okta, Azure AD, Google Workspace), audit logging, IP allowlisting, and custom DPA/MSA agreements. For agencies managing sensitive client data, contact sales for more details.
Can my agency resell Softr portals to clients?
Can my agency resell Softr portals to clients?
Yes. Softr has a certified partner program for agencies that build on behalf of clients. Partners get access to resources, co-marketing, and referral benefits. Visit our partner program page to learn more.
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Launch your first app in under 30 minutes.