Manage leads, track pipelines, and generate deal insights in an AI powered CRM you customize to fit your unique sales workflow.


Customize your AI powered CRM setup with the exact steps and views your team needs. Add features as sales processes evolve—no code needed.





Connect spreadsheets, CRMs, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Give each sales rep and manager the right data and access. Set up secure logins, user groups, and granular permissions—no IT support needed.
Give different sales members tailored access and dashboards, so reps see their active leads while managers see high-level performance metrics.
Give different sales members tailored access and dashboards, so reps see their active leads while managers see high-level performance metrics.
Streamline your sales process with Softr Workflows. Trigger native notifications or status updates automatically whenever a deal moves through the pipeline.
Access and update your sales lead data on the go. All AI powered CRM apps are mobile-ready out of the box for teams in the field.
Use Google, email, or SSO logins to give your sales team fast, secure access to customer data—no IT tickets needed.
Keep sensitive customer and deal data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your 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.

Build your AI powered CRM in minutes without code—no manual setup or complex configuration needed.

Add features like automated lead scoring, pipeline reporting, or approvals as your processes evolve.

Start with a CRM, then add client portals, dashboards, or forms—all in one place, with no extra tools.
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.
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.




An AI powered CRM is a secure space where your sales and account management teams can log in to manage customer relationships, deal stages, and sales activities using artificial intelligence. It centralizes all leads, contact history, and sales pipelines in one place, eliminating the need for fragmented spreadsheets or endless email threads. This automation-driven approach makes it easier to stay organized and provide a more personalized sales experience.
Softr is the first AI-native platform for building business software. It makes it easy to build an AI powered CRM that fits your unique sales cycle. You can describe your sales process to the AI Co-Builder to instantly generate your database, pipeline pages, and lead scoring logic—already connected and secure.
You don't need to code anything. You can start by generating with AI, using a template, or building from scratch. Everything runs on Softr Databases, the native, relational database built into the platform, or you can connect external tools like Airtable, Google Sheets, HubSpot, and more. You have full control to adjust the CRM layout visually, set up permissions for different regions or tiers, and brand it to match your company. It's quick to get up and running, simple to update, and flexible enough to grow as your lead volume increases.
You can include a wide range of features in your AI powered CRM, depending on your sales workflow. A great CRM app usually mixes classic sales blocks with AI-powered intelligence:
- AI-Powered Intelligence – Use Ask AI to let sales reps query their deal history conversationally, or set up Database AI Agents to automatically research prospects or refine lead scoring categories.
- Vibe Coding Blocks – Build complex, custom UI elements—like a dynamic revenue forecast calculator—using the AI Code block to "vibe code" exactly what you need.
- Softr Workflows – Build native automations (like an automatic Slack notification when a deal moves to 'Closed-Won') that trigger whenever a record is updated or a button is clicked.
- User Portals & Logins – Securely manage access so each sales rep only sees their own assigned leads while managers view the entire team's performance.
- Forms & Data Collection – Capture new leads with custom intake forms, document uploads, and conditional logic for discovery questions.
- Dashboards & Charts – Visualize your sales performance, pipeline velocity, and conversion metrics with real-time charts.
- Lists & Advanced Filtering – Display and manage your deals with searchable tables, kanban boards for pipeline stages, and detailed customer profile views.
Everything is built using Softr's drag-and-drop blocks, so you can create these features without writing code. Need something more custom? Use the Vibe Coding block to generate a tailored component with AI.
Vibe coding is all about moving fast and using AI to build exactly what you need. You can "vibe code" an AI powered CRM in Softr by simply describing your sales stages and lead data requirements to the AI Co-Builder. Softr then generates a production-ready sales application on top of a stable, secure foundation.
Unlike other tools that just generate raw, fragile code, Softr handles the "boring 80%"—like user authentication, lead database logic, and role-based security—natively. This means you get the speed of vibe coding without the "Day Two" headaches of managing custom scripts for your CRM. You describe your sales process, Softr builds it, and it’s ready for your sales team to use instantly.
Yes. You can manage multiple sales teams or departments in a single AI powered CRM. Each user only sees the leads, accounts, and performance data assigned to them, based on their login and department role. This is useful for large organizations with national and regional teams, or companies with separate B2B and B2C sales divisions.
Yes, you can. You don't need to bring your lead data from somewhere else to start building with Softr. If you're starting a new sales effort from scratch, you can use Softr Databases, which is built into the platform and integrates perfectly with the CRM application you build.
But if you already have existing customer data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those too. You can also use the REST API connector to bring in contact data from other marketing sources. Either way, you have full control over how your sales data is structured and displayed.
Softr Databases is the recommended native, relational data source for your AI powered CRM. It is built explicitly for business apps, offering high performance, instant lead automation triggers, and a lightning-fast experience because the CRM data is native to the platform.
If you already have your sales data elsewhere, Softr also connects to 17+ external data sources. You can connect to Airtable, Google Sheets, HubSpot, SmartSuite, BigQuery, and more. You can even integrate multiple data sources into the same CRM—so your dashboard could pull in lead records from Softr Databases and billing history from HubSpot at once. Most sources support real-time, two-way sync, so any changes to a sales record stay updated automatically.
Yes, Softr gives you full control over how your sales team experiences the AI powered CRM. You can customize the layout, pipeline navigation, and reporting blocks to match your internal sales culture. Each page or lead block can be shown or hidden based on who's logged in, so account managers only see their portfolio while junior reps only see assigned leads.
You can also set up different user roles, such as sales rep, sales manager, or admin—and define exactly what each role can view or edit. For example, reps can edit lead status but cannot delete contacts, while admins can manage the entire database. You can also create personalized sales dashboards by filtering data based on the logged-in user.
This level of customization is especially useful when managing large teams or complex territories. It helps keep the CRM experience clean, secure, and focused on closing deals.
Yes, you can fully white-label your AI powered CRM in Softr. You can use your own logo, brand colors, fonts, and a custom domain (e.g., crm.yourcompany.com) to make the tool feel like a proprietary internal system. You can also remove all Softr branding, so your sales team only sees your company's identity throughout their daily workflow.
Yes, you can. Softr gives you extensive flexibility to control the design and layout of your AI powered CRM. You can adjust colors, fonts, and page architecture to align with your corporate branding. You can also choose how each sales page is laid out, decide which detail blocks show prospect info, and set what specific sales tiers see when they log in.
To display your sales data, you can add different types of blocks:
- Table blocks – to show structured data like lead lists or customer contact directories
- List or Card blocks – to highlight things like active deal cards or marketing resources
- Detail View – to show one customer record at a time, including a full activity timeline
- Forms – for logging discovery calls or updating lead status
- Charts – to show monthly recurring revenue (MRR) or pipeline conversion rates
- Calendar blocks – to display follow-up reminders or scheduled demos
If your sales process changes later, it's easy to go back and make updates right in the visual builder.
Softr is built with security in mind. All sales data is encrypted in transit (TLS) and at rest, and your AI powered CRM is hosted on secure, reliable infrastructure. Softr apps also give you full control over who can see sensitive customer information. You can set up granular permissions, manage sales users directly, set visibility rules for contact details, and apply global restrictions to protect PII across your entire application.
For CRMs using Softr Databases, your data is stored in Softr's secure environment with SOC 2 Type II compliance and hosting in Germany. For apps connected to external sources like HubSpot or SQL, Softr doesn't store your sensitive records—it just displays them in real time based on your access settings. You're always in control of your customer data and who can view or edit it.
It is fully production-ready. Unlike many AI tools that just "vibe code"—generating fragile, custom scripts that are difficult to scale—Softr builds your AI powered CRM on top of a stable, business-grade foundation.
We handle the "boring 80%" (like user authentication, secure lead hosting, and granular permissions) natively, so you don't have to worry about security holes. This solves the reliability problem of AI: you get the speed of instant sales application generation without the headache of managing raw, unreliable code. Your CRM is secure, scalable, and ready for your sales team to start closing deals from day one.
Softr is the first AI-native platform for building business software. Unlike pure "vibe coding" tools that generate code your team can't maintain, or traditional no-code tools that require weeks of manual configuration, Softr's AI Co-Builder creates an AI powered CRM on top of a secure, production-ready foundation.
What sets it apart is the hybrid advantage: you can use AI to generate your sales database, pages, and logic in minutes, then use visual controls for precise iterative editing. You get the speed of AI with the reliability of enterprise-grade infrastructure (auth, roles, and permissions) already built-in. It's designed for sales operations and managers who want to move from an idea to a live CRM on day one.
Yes. Softr supports powerful native workflows and a wide range of integrations so you can connect your AI powered CRM to the rest of your tech stack. You can automate tasks using Softr Workflows, sync with Stripe for payment history, or connect with Intercom for customer support context. Softr also supports REST API and webhooks for more advanced sales automation.
Whether you need to send new leads to a marketing platform, trigger email follow-ups based on user actions, or display transaction data from other finance tools, you can build it into your CRM without writing any code.
Describe what you need. Softr's AI builds it in minutes. Get started free, no code needed.