Build your own accounting CRM, no code required
Manage client accounts, streamline invoicing, and track payments with a customizable CRM tailored to your accounting team's needs.
Customize your CRM around your processes
Design a CRM that fits your accounting workflows. Add just the views and features you need now, and adapt as your team’s processes change.
Lead and client management
Invoice creation and tracking
Task and deadline tracking
Document upload and sharing
Payment logging and reconciliation
Automated reminders and notifications
Bring all your financial data together in real time
Connect spreadsheets, accounting software, and CRM systems with real-time sync—or manage everything in Softr Databases. Consolidate client, invoice, and payment data in one place.
Custom access for every team. Built-in security, no dev time.
Give every team member the right tools and access to manage accounting clients and records securely. Set up logins, groups, and permissions in minutes.
Advanced permissions
Tailor access so each team—like bookkeeping, sales, or admins—sees only their relevant client data and actions.
User groups
Tailor access so each team—like bookkeeping, sales, or admins—sees only their relevant client data and actions.
Automations
Connect with tools like Make, Zapier, or N8N to automate client follow-ups, reminders, and record updates.
Works on any device
Access or update your CRM from desktop or mobile. Your accounting CRM is always ready on the go.
Easy, secure logins
Enable fast, secure logins for your team using Google, email, or SSO—no IT tickets needed.
Security
Protect sensitive accounting data with SOC2 and GDPR compliance, including robust access controls.
.svg)
An AI assistant for accountants
Accountants and sales teams can ask AI for client info or insights directly in your CRM—no switching apps or waiting for data.
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 accounting CRM up and running in minutes with drag-and-drop blocks and templates.
Consolidate your stack
Easily add invoice management, client notes, or reporting as your accounting needs change.
Flexible as you grow
Combine your CRM with dashboards, client portals, or approval flows—all in one place.
Build a fully custom accounting 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.
250+
600+
Frequently asked questions