Manage customer relationships, automate tasks, and gain insights with a customizable CRM solution tailored to your business needs.


Build an AI-powered CRM with only the features your team needs. Adapt your setup as your sales processes change—no code required.
Connect spreadsheets, CRMs, and marketing tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your customer relationships.
Give your sales, support, and marketing teams the right CRM tools and access. Set up secure logins, user groups, and permissions—no developer required.
Provide different team members with tailored CRM dashboards, so each role gets the information they need.
Provide different team members with tailored CRM dashboards, so each role gets the information they need.
Integrate with tools like Make, Zapier, or N8N to automate CRM follow-ups, notifications, and data entry tasks.
Access and update your CRM from mobile or desktop. All apps are mobile-ready out of the box.
Let your team sign in quickly and securely with Google, email, or SSO—no IT hassles.
Keep client and deal data safe with SOC2 and GDPR compliance. Fine-tuned permissions protect sensitive information.
Sales teams can ask AI about leads, deals, or contacts—instant answers and insights, built right into your CRM app.
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.
Launch your AI-powered CRM in minutes with simple drag-and-drop and ready-made templates.
Add AI features, custom workflows, or integrations as your CRM needs change—no rebuilds required.
Start with your CRM, then add dashboards, automations, or forms—all in one place, no extra tools.
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.
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.
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.












An AI CRM software is a centralized platform where your team can manage customer relationships, automate routine tasks, and gain insights powered by artificial intelligence. It streamlines processes like tracking communications, managing sales pipelines, and analyzing customer data—all within a secure, user-friendly environment. With everything in one place, your team can collaborate more efficiently and deliver personalized experiences to your customers.
Softr lets you create an AI CRM software that matches your team’s workflow and needs. You can easily connect your existing data—whether it’s in Airtable, HubSpot, Notion, or SQL—and design a CRM where users can manage contacts, automate follow-ups, analyze sales trends, and access files, all in one place.
You don’t need to write any code. Start with a template or build from scratch, customize the interface, set who sees what data, and brand it to fit your company. It’s quick to launch, easy to update, and scalable as your sales and support teams grow. It keeps everything organized, connected, and professional.
You can add a variety of features to your AI CRM software depending on your workflow. Common options include:
\- User logins – so each team member has secure access to their accounts and leads
\- Custom dashboards – to monitor sales pipelines, performance metrics, or customer activity
\- Automated workflows – for lead assignment, email campaigns, or task reminders
\- Forms – for capturing new leads, tracking feedback, or updating account info
\- File sharing – for securely sharing contracts, proposals, and resources
\- Search and filters – to quickly find contacts, deals, or support tickets
\- Tables, lists, and detail views – for displaying customer records or sales activities
\- AI-powered suggestions – to help prioritize leads or recommend next actions
\- Calendar and scheduling – for meetings, follow-ups, or reminders
\- Permissions and roles – so sales, marketing, and support teams only see what’s relevant to them
All these features can be created using Softr’s drag-and-drop tools, with no coding required. If your CRM needs change, it’s easy to update your software at any time.
No coding is needed. You can build your entire AI CRM software using Softr’s visual editor. From customizing layouts to setting user roles and automations, everything is designed to be accessible without any programming knowledge.
Yes. You can manage multiple clients or teams in a single instance of the ai CRM software. Each user will only see the content and customer data that is assigned to them, based on their login and role. This approach is great for sales organizations, support teams, or any company managing interactions with several groups or customers at once.
Softr supports a variety of data sources for your ai CRM software. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, ClickUp, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. Plus, you can pull in information from other tools using the REST API connector.
You’re free to integrate multiple data sources into your CRM—so for example, you can display customer records from both Airtable and HubSpot at the same time. Most integrations support real-time, two-way sync to keep your CRM data up-to-date automatically.
Yes, Softr gives you full flexibility to shape how users interact with your ai CRM software. You can personalize the layout, navigation, and content to match your brand and sales process. Pages and blocks can be set to show or hide based on the user’s login, so each team member or customer sees only what’s relevant to them.
You can easily set up custom roles, such as sales rep, manager, or admin, and define exactly what information each can view or edit. For example, sales reps can see only their assigned leads, while managers have access to all customer records. You can also filter and personalize data views based on who’s logged in.
This flexibility is especially helpful when you’re coordinating multiple teams or departments in your CRM, keeping everyone’s experience secure and tailored to their needs.
Yes, you can. You don’t need to have your CRM data somewhere else to start using the ai CRM software built with Softr. If you’re starting from scratch, you can use Softr Databases, which are built into the platform and work seamlessly with your CRM application.
If you do have existing data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. You can even use the REST API connector to bring in data from other locations. Whether you’re importing data or starting fresh, you have complete control over how your contacts, deals, and interactions are structured within the CRM.
Yes, you can fully white-label your ai CRM software built with Softr. You can use your own logo, brand colors, fonts, and connect a custom domain to make sure your CRM feels like an integrated part of your brand. All Softr branding can be removed, so your team and users only see your company’s identity throughout the whole CRM experience.
Absolutely! Softr gives you extensive control to customize both the design and layout of your ai CRM software. You can set your preferred colors, fonts, spacing, and page structures to align with your brand. Choose how each dashboard and record page looks, arrange blocks just how you want, and tailor the experience for different user roles.
To organize your CRM data, you can use a range of blocks depending on your needs:
\- Table blocks – to display structured CRM data like lead lists, deals, or contact records
\- List or Card blocks – perfect for showcasing things like accounts, pipelines, or user summaries
\- Detail View – to show a single contact or deal profile in depth
\- Forms – for data entry, feedback, or lead capture
\- Charts – to visualize sales performance or activity trends
\- Calendar blocks – great for tracking meetings, tasks, or follow-ups
If requirements change, it’s easy to update your CRM design at any time using Softr’s visual builder.
Security is a top priority for Softr. All data in your ai CRM software is encrypted during transit (TLS) and at rest, and the platform runs on secure and reliable infrastructure. You have full control over custom permissions, so only the right users can access or modify CRM records. Set up role-based access, manage users from your connected data source, set visibility rules, and enforce restrictions to keep sensitive CRM data protected.
If your CRM integrates with external data sources like Airtable, Notion, or SQL, Softr does not store your CRM data—it simply displays it securely, in real-time, based on your permissions. You always control your CRM data and who can access it.
Softr also follows modern best practices for authentication, access management, and platform security to keep your CRM information safe.
You can start building your ai CRM software with Softr for free. The Free plan lets you publish one CRM app with up to 10 users and 2 user groups, and includes support for standard data sources like Softr Databases, Airtable, Google Sheets, and others.
If your CRM needs grow or you want more advanced features, you can upgrade to a paid plan. Here’s more about Softr’s pricing: <https://softr.io/pricing>
Softr is designed to make it easy to build fully functional user-facing apps like ai CRM software—without needing to code or hire developers. What sets Softr apart is how quickly you can launch a working CRM, and how seamlessly it connects with your existing data sources.
Unlike some no-code platforms that focus on mobile apps (like Glide) or are developer-centric (like Retool), Softr is built for non-technical teams who need full control over CRM layout, user experience, and permissions. You can build on live data from Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded CRMs your team can log into.
Every part of your CRM can be customized visually—from content to permissions. With user roles, forms, conditional logic, and API support included, you don’t have to combine multiple tools to launch a professional CRM.
Yes, Softr supports a wide range of integrations so you can connect your ai CRM software to the rest of your toolset. Automate processes with tools like Zapier, Make, and N8N, or connect with services like Stripe for billing, Intercom for chat, and more. Softr also offers REST API and webhooks for advanced CRM workflows.
Whether you want to sync contact data, trigger automations when deals move stages, or display information from other platforms, you can build automations directly into your CRM—no coding required.