CRM

Build your own automated CRM, no code required

Streamline customer interactions and enhance sales processes with a fully customizable CRM tailored to your business needs.

A modern user interface displaying an automated CRM dashboard with charts, contact lists, and workflow automation features.
automated crm mobile ui
Loved by 800,000+ teams around the globe
Data Management

Bring all your customer data together in real time

Connect spreadsheets, CRMs, and other tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your customer interactions.

Explore all data sources
Power

Custom access for every team. Built-in security, no dev time.

Give your sales, marketing, and support teams the right tools and access. Set permissions, user groups, and logins—no IT support needed.

Advanced permissions

Let sales reps, managers, and support teams have tailored dashboards so each role sees only relevant CRM data.

User groups

Let sales reps, managers, and support teams have tailored dashboards so each role sees only relevant CRM data.

Automations

Connect with tools like Make, Zapier, or N8N to automate follow-ups, lead assignments, and routine CRM tasks.

Works on any device

Access your CRM on the go. All apps are mobile-ready, so your team can manage leads from anywhere.

Easy, secure logins

Use Google, email, or SSO logins to give your team fast, secure CRM access—no IT tickets required.

Security

Keep your CRM data safe with SOC2 and GDPR compliance, plus detailed access control for every team member.

AI Magic

Put AI to work for sales teams

Let your team ask AI about leads, deals, or contacts and get fast answers—built right into your CRM so nothing gets missed.

Why Softr

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.

UI screenshot of Softr drag-and-drop dashboard setup for building automated crm

Easy, fast setup

Set up your automated CRM in minutes with drag-and-drop blocks and ready-made templates.

UI screenshot of Softr dashboard with resources, contacts, finances, and projects modules

Consolidate your stack

Add automations, custom fields, or integrations as your CRM processes evolve—no rebuild needed.

Integration logos showing Softr connected with Airtable, Notion, Google Sheets, HubSpot, SQL, Rest API, and more.

Flexible as you grow

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

“We’re not coders or developers, but Softr is so easy to use and learn — it lets us run with our ideas.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals
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“With Softr we’re able to experiment and innovate at the speed of conversation, which gives users a sense of control and ownership.”
Oliver Thomas
Maker Digital Systems Architect, MIT
Read customer story
“The biggest benefit we’ve found with Softr is how customizable and flexible it is. We’ve been able to create a platform that is adapted to our fairly complicated needs.”
Isobelle Ford
Founder & Director, Skylight Ventures
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“We’ve been able to create multiple client and employee portals with Softr and it works like magic. The integration with monday.com is seamless.”
Jesuena Estoque Reimer
Founder, Mindflows
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“Building our sustainability training app on Softr let us deliver an intuitive user experience to over 5,000 professionals in days without writing a single line of code.”
Guillaume Duvernay
Growth Lead, Plan A
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“I’ve dreamed of having a client portal for probably 10 years. I tried many different tools, got frustrated, and let it go. Then I played with Softr and immediately went “this is it!”
Rebecca Berneck
CEO, Officeheads
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How It Works

Build a fully custom 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.

“Our submission process used to be on paper. Now clinics use our Softr customer portal and submit in a few clicks. It saves 3-4 hours a day of at least one employee’s time.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals

250+

veterinary clinics using the portal

600+

submissions processed per month
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Frequently asked questions

What is an automated CRM?
What are the benefits of building an automated CRM with Softr?
What types of features can I build into my automated CRM?
Do I need to know how to code to build an automated CRM in Softr?
Can I manage multiple clients or teams in the same automated CRM?
Which data sources does Softr support?
Can I customize the user experience and permissions?
Can I use Softr if I don’t already have my data in another tool?
Can I white-label my automated CRM in Softr, including using my own branding?
Can I customize the design and layout of my automated CRM?
How secure is my data in Softr apps?
How much does it cost to build an automated CRM with Softr?
How is Softr different from other no-code tools?
Can I automate workflows and integrate with other tools?

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Build your CRM in minutes

Set up your first automated CRM without any coding
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