Build your own account management organizer, no code required
Organize client details, track interactions, and streamline processes with a customizable tool tailored to your business needs.
Customize your organizer around your processes
Set up your account management organizer with only the views and workflows your team needs. Update and adapt as your processes change—no code needed.
Account creation and onboarding
Contact and interaction tracking
Task assignment and follow-up
Document management
Renewals and contract reminders
Custom reporting and analytics
Bring all your client data together in real time
Connect spreadsheets, CRMs, and project management tools with real-time sync—or manage everything in Softr Databases. Centralize client and workflow data for efficiency.
Custom access for every team. Built-in security, no dev time.
Empower account managers and sales teams with secure, role-based CRM tools. Easily manage contacts, pipelines, and permissions—no IT help required.
Advanced permissions
Provide tailored dashboards for sales reps, managers, or support, so each user sees only relevant CRM data.
User groups
Provide tailored dashboards for sales reps, managers, or support, so each user sees only relevant CRM data.
Automations
Connect your CRM with tools like Make, Zapier, or N8N to automate follow-ups, reminders, or data syncing tasks.
Works on any device
Access and update your CRM on desktop or mobile—stay connected to clients and opportunities wherever you go.
Easy, secure logins
Enable fast, secure access for your team with Google, email, or SSO logins—no IT tickets needed.
Security
Protect sensitive client data with SOC2 and GDPR compliance, plus fine-tuned access control.
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Put AI to work for account teams
Let account managers ask AI for client details, deal updates, or notes—answers appear instantly in your CRM, no extra tools needed.
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
Spin up an account management CRM in minutes with drag-and-drop blocks and ready-made templates.
Consolidate your stack
Add features like pipeline tracking or custom fields as your team’s account needs evolve.
Flexible as you grow
Start with a CRM, then add dashboards, forms, or client portals—no extra tools required.
Build a fully custom account management organizer 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 organizer