Manage tasks, track progress, and enhance collaboration with a custom CRM app tailored to your team's workflow and objectives.


Create a CRM that fits your team’s workflow. Add only the features and views you need now, and easily update as your processes evolve.
Connect spreadsheets, CRMs, and project management tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your projects.
Empower your sales and support teams with the right CRM tools and data access. Set up secure logins, user groups, and detailed permissions in minutes—no IT help required.
Give each sales rep, manager, or support agent dashboards and access tailored to their role.
Give each sales rep, manager, or support agent dashboards and access tailored to their role.
Integrate with tools like Make, Zapier, or N8N to automate follow-ups, lead assignment, or data sync.
Access and update CRM info from anywhere—Softr apps are mobile-ready out of the box.
Let your team log in securely with Google, email, or SSO—no IT tickets or delays.
Keep sales and customer data safe with SOC2 and GDPR compliance, plus strong access controls.
Sales reps can ask AI about leads, deals, or contacts and get instant answers—all within your CRM, right where you work.
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 Asana CRM in minutes with drag-and-drop blocks and ready-made templates.
Add features like task tracking, custom fields, or automations as your CRM needs change.
Start with your CRM, then add project dashboards or team portals—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 asana crm is a dedicated portal where your team can manage leads, contacts, tasks, and sales pipelines, all in one secure space. It centralizes your workflow, so you can track communications, updates, and project progress without relying on scattered spreadsheets or endless email threads. This makes it much easier to stay organized and collaborate efficiently across your sales and customer management activities.
Softr makes it simple to build an asana crm tailored to your team’s unique workflow. You can connect your key data sources—like Airtable, HubSpot, Notion, or SQL—and set up a portal where your team can log in, track deals, update tasks, and manage contacts seamlessly, all in one place.
You don’t need to code anything. Start with a template or design your crm from scratch, customize layouts, set access permissions, and brand it for your company. It’s quick to set up, easy to update, and flexible enough to adapt as your sales process grows or changes. It just keeps everything organized and running smoothly.
You can build a wide range of features into your asana crm, depending on how your team works. Some of the most common options include:
\- User logins – so each team member has secure access to their pipeline and tasks
\- Custom dashboards – to visualize sales progress, monthly goals, or team activity
\- Forms – for capturing new leads, tracking follow-ups, or logging customer feedback
\- File sharing – for uploading proposals, contracts, or client notes
\- Search and filters – to quickly find contacts, deals, or activities
\- Tables, lists, and detail views – to display and manage leads, accounts, or sales tasks
\- Comments or discussion threads – for keeping all communication in context
\- Charts – to track metrics like conversion rates, deal values, or response times
\- Calendar view – for upcoming meetings, follow-ups, or key deadlines
\- Permissions and roles – so different team members only see relevant data
All of these features can be added using Softr’s drag-and-drop builder, with no coding required. And if your needs change, you can easily update the crm later.
No coding is required. You can build your asana crm entirely with Softr’s visual editor. Everything from the layout to permissions and workflows can be customized without writing a single line of code.
Yes. You can manage multiple clients, projects, or teams within a single asana crm workspace. Each user will only see the content and data assigned to them based on their login and role. This is especially helpful if you’re coordinating different stakeholders, departments, or external partners through the crm.
Softr supports a wide range of data sources for your asana crm. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also connect to other sources using the REST API.
You’re not limited to just one source. Your asana crm can pull in and display data from multiple platforms at once. Most supported sources offer real-time, two-way sync, so updates in your crm and connected databases stay in sync automatically.
Absolutely. With Softr, you have complete control over how users interact with your asana crm. You can tailor the layout, navigation, and content to match your workflow and branding. Each page or section can be shown or hidden depending on who’s logged in, ensuring users only see information relevant to them.
You can also define different user roles, such as team member, manager, or admin, and control exactly what each group can access or edit. For example, team members might see only their own tasks, while managers can view all project details. Personalized views can also be set up by filtering data based on the logged-in user, making your asana crm tailored, secure, and efficient for everyone involved.
Yes, you can. You don’t need to import data from another platform to start building your asana crm on Softr. If you’re starting fresh, you can use Softr Databases, which integrates seamlessly and lets you organize your crm records right inside the platform.
If you do have data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can also connect those. Plus, you have the option to use the REST API connector for other sources. Either way, you have full flexibility over how your crm data is structured and displayed.
Yes, you can fully white-label your asana crm in Softr. You can use your own logo, brand colors, fonts, and even your custom domain to make your CRM feel like a seamless extension of your organization. All Softr branding can be removed, so your team and users will only see your company’s identity throughout the asana crm experience.
Absolutely. Softr gives you extensive flexibility to control the design and layout of your asana crm. You can adjust elements like colors, fonts, spacing, and page structure to match your organization’s style. You decide how each page is organized, choose which blocks appear where, and control what different users see upon logging in.
To display your CRM data, you can use a range of blocks depending on your needs:
\- Table blocks – for things like deal pipelines, contact lists, or project overviews
\- List or Card blocks – to highlight accounts, team members, or project milestones
\- Detail View – to drill down into a single record, such as a contact or deal profile
\- Forms – for capturing new leads or client information
\- Charts – to visualize sales performance or task progress
\- Calendar blocks – to display meetings, follow-ups, or deadlines
If your needs change later, you can always update the design right in Softr’s visual builder.
Softr is built with security in mind. All data in your asana crm app is encrypted in transit (TLS) and at rest, and your CRM is hosted on secure, reliable infrastructure. You have full control over access—set up role-based permissions, manage users directly from your data source, configure visibility rules, and apply global restrictions to safeguard sensitive CRM data.
If your asana crm is connected to external sources like Airtable, Notion, or SQL, Softr doesn’t store your records—instead, it shows live data in real time based on your security settings. You stay in control of your information and who can access or modify it.
Softr follows industry best practices for authentication, access control, and platform monitoring to help keep your asana crm data safe.
You can start building your asana crm for free. Softr’s Free plan allows you to publish one app with up to 10 users and 2 user groups, supporting standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your CRM needs more users or advanced features, you can explore paid plans here: <http://softr.io/pricing>
Softr is designed to make it straightforward to build robust, user-friendly apps—like asana crm, project trackers, or internal tools—without code. What sets Softr apart is how quickly you can turn a concept into a working CRM, and how easily it connects with your existing data sources.
Unlike some no-code platforms that focus solely on mobile (like Glide) or are geared toward developers (like Retool), Softr empowers non-technical teams to control layout, user experience, and permissions. You can pull real-time data from platforms such as Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded CRM apps your team can access.
Everything is customizable through visual tools—from content and design to user access. Plus, Softr provides features like user roles, forms, conditional logic, and API support out of the box, so you don’t need multiple tools to ship a polished asana crm.
Yes! Softr offers a wide range of integrations, making it easy to connect your asana crm to the rest of your tech stack. You can sync with tools like Stripe, Intercom, and automate tasks using Zapier, Make, or N8N. Softr also supports REST API and webhooks for more advanced automation.
Whether you want to move data between your CRM and other systems, trigger automations from user actions, or display data from third-party tools, you can build these workflows right into your asana crm—no coding required.