Build your own account management CRM, no code required
Streamline client interactions and optimize workflows with a customizable CRM tailored to your account management needs.
Tailor your CRM to your needs
Set up an account management CRM with the exact views and workflows you need. Add or update features as your team and clients’ needs change.
Account information management
Interaction and activity logging
Opportunity tracking
Task and follow-up reminders
Document and file sharing
Custom reporting and dashboards
Bring all your account data together in real time
Connect spreadsheets, CRMs, and ticketing systems with real-time sync—or manage everything in Softr Databases. Centralize client and workflow data seamlessly.
Give every account manager a custom, secure CRM.
Empower your team with a branded CRM portal for personalized client management. Quickly set up secure logins, groups, and permissions for each account manager.
Easy, secure logins
Your CRM works seamlessly across all devices. Account managers can access client info and updates from anywhere.
Works on any device
Your CRM works seamlessly across all devices. Account managers can access client info and updates from anywhere.
Automations
Connect with your sales or communication tools to automate follow-ups, notifications, and data syncing.
User groups
Create separate logins and dashboards for account managers, sales leads, or support staff, each tailored to their role.
Advanced permissions
Set detailed permissions so managers see only their assigned accounts, while admins maintain full oversight.
Security
Keep sensitive account and client data safe. Softr is fully SOC2 and GDPR compliant for your peace of mind.
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Give sales teams an AI assistant
Sales reps can ask AI about accounts, deals, or contacts and get instant answers, right inside your CRM—no switching tabs.
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
Get your account management CRM up and running in minutes—no coding or design skills needed.
Consolidate your stack
Easily add features for tracking clients, deals, or notes as your account management needs change.
Flexible as you grow
Build your CRM, then add client dashboards or internal tools—all in one platform, no extra tools.
Build a fully custom account management CRM 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
Build your account management CRM in minutes