The best AI CRM builder
Build lead pipelines, contact records, and follow-up workflows in minutes, then refine every view and permission as your CRM grows.
Shape your CRM around your sales process
Choose the views and workflows your CRM needs today, then adapt them as lead stages, account records, and follow-ups change over time too.
Lead capture and qualification form
Deal pipeline management
Contact and account records
AI lead qualification
AI sales activity summaries
Follow-up task reminders
Bring all your sales data together
Manage leads, accounts, and deal stages in Softr Databases, or connect Airtable, Notion, Google Sheets, and other systems with real-time sync. Keep one source of truth for your CRM.
Custom access for every team, with built-in security.
Give each CRM user the right views and access. Set up secure logins, user groups, and field-level permissions in minutes.
Advanced permissions
Give sales reps, managers, and other CRM users tailored dashboards and access to the records they need.
User groups
Give sales reps, managers, and other CRM users tailored dashboards and access to the records they need.
Automations
Trigger lead assignments, reminders, and status updates with Softr Workflows when a CRM record changes or a button is clicked.
Works on any device
Review deal stages, update contact records, and add follow-up tasks from any device with a mobile-ready CRM.
Easy, secure logins
Let sales reps log in with email, Google, or SSO, then show each person only the CRM records their role allows.
Security
Protect lead and account data with TLS in transit, encryption at rest, and granular permissions across your CRM.
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
Describe your lead stages, records, and reminders, then generate a working CRM in minutes with AI.
Consolidate your stack
Add pipeline views, qualification steps, and follow-up workflows as your sales process changes.
Flexible as you grow
Keep lead capture, pipelines, dashboards, and follow-ups in one CRM instead of stitching together separate tools.
Generate a fully custom CRM in minutes.
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.
The go-to platform for business operations
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Try the AI CRM builder, for free
Describe your CRM, then customize lead stages, records, and reminders without code.