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


Tailor your CRM with only the features and views your team needs. Add or adjust workflows as your business grows—no coding required.
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.
Give your sales, marketing, and support teams the right tools and access. Set permissions, user groups, and logins—no IT support needed.
Let sales reps, managers, and support teams have tailored dashboards so each role sees only relevant CRM data.
Let sales reps, managers, and support teams have tailored dashboards so each role sees only relevant CRM data.
Connect with tools like Make, Zapier, or N8N to automate follow-ups, lead assignments, and routine CRM tasks.
Access your CRM on the go. All apps are mobile-ready, so your team can manage leads from anywhere.
Use Google, email, or SSO logins to give your team fast, secure CRM access—no IT tickets required.
Keep your CRM data safe with SOC2 and GDPR compliance, plus detailed access control for every team member.
Let your team ask AI about leads, deals, or contacts and get fast answers—built right into your CRM so nothing gets missed.
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.
Set up your automated CRM in minutes with drag-and-drop blocks and ready-made templates.
Add automations, custom fields, or integrations as your CRM processes evolve—no rebuild needed.
Start with your CRM, then add client portals, forms, or dashboards—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 automated CRM is a centralized platform where your sales, marketing, and support teams can track leads, manage contacts, automate follow-ups, and monitor customer interactions—all in one place. It eliminates the need for manual spreadsheets and scattered communications, making it easier to stay organized and deliver a streamlined experience for your team and your customers.
Softr makes it simple to build an automated CRM tailored to your workflow. You can connect your existing data sources—like Airtable, Hubspot, Notion, monday.com, SQL, and more—and set up a CRM where your team can log interactions, track deals, automate tasks, and access key customer information, all in one location.
You don’t need any coding experience. Start with a template or build from scratch, adjust the layout, define who can see what, and brand it to match your company. It’s quick to launch, easy to update, and flexible enough to grow with your business needs—helping your entire customer relationship process run smoothly and efficiently.
You can include a wide range of features in your automated CRM, depending on your team’s workflow. Some of the most common options include:
\- User logins – so each team member accesses their own dashboard or pipeline
\- Custom dashboards – to visualize sales funnels, customer activity, or KPIs
\- Forms – for lead capture, internal requests, or follow-up notes
\- File sharing – to store contracts, proposals, or reference documents
\- Search and filters – to quickly find leads, contacts, or deals
\- Tables, lists, and detail views – to manage accounts, tasks, or sales opportunities
\- Comments or status updates – to keep collaboration in one place
\- Charts – to visualize performance metrics, targets, or trends
\- Calendar view – for meetings, follow-ups, or deal milestones
\- Permissions and roles – so sales, marketing, and support only see relevant info
All these features can be created using Softr’s drag-and-drop blocks, no coding needed. And if your processes change, you can easily update the CRM later.
No coding is required. You can build your automated CRM entirely using Softr’s visual editor. Everything from the layout to permissions can be customized without writing a single line of code.
Yes. You can manage multiple clients or teams within a single automated CRM. Each user only sees the contacts, deals, and communications assigned to them, based on their login and role. This is especially helpful for agencies, sales teams, or any organization handling multiple customer relationships simultaneously.
Softr supports a wide variety of data sources for your automated 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 bring in data from other platforms using the REST API.
You’re not limited to just one source. You can integrate multiple data sources into the same CRM and display them side by side—so your automated CRM can, for instance, pull in contact records from Airtable and sales data from HubSpot. Most sources support real-time, two-way sync to keep everything up to date automatically.
Yes, Softr gives you full control over how users experience your automated CRM. You can tailor the layout, navigation, and content to fit your team’s workflow and brand. Each page or block can be shown or hidden depending on who’s logged in, so every user only sees the information that’s relevant to them.
You can also set up different user roles, such as sales rep, manager, or admin—and define exactly what each role can view or edit. For example, sales reps can see and manage only their own leads, while managers can oversee all records. You can even create personalized dashboards by filtering data based on the logged-in user.
This flexibility is especially useful when managing multiple teams or client accounts in the same CRM. It keeps the experience secure, organized, and tailored to everyone’s needs.
Yes, you can. You don’t need to migrate existing data from another platform to start building your automated CRM with Softr. If you’re starting from scratch, Softr Databases is built right into the platform and integrates seamlessly with your CRM setup.
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 also use the REST API connector to integrate data from other sources. Either way, you have complete control over how your data is structured and displayed in your automated CRM.
Yes, you can fully white-label your automated CRM in Softr. You can use your own logo, brand colors, fonts, and custom domain to make the CRM feel like a natural extension of your organization. You can also remove all Softr branding, so your users only see your company’s identity throughout the experience.
Yes, you can. Softr gives you a lot of flexibility to control both the design and layout of your automated CRM. You can adjust colors, fonts, spacing, and page structure to match your brand. You can also choose how each page is laid out, decide which blocks go where, and set what different users see when they log in.
To display your sales and customer data, you can add different types of blocks depending on your needs:
\- Table blocks – to show structured data like leads, opportunities, or sales pipelines
\- List or Card blocks – to highlight things like contact profiles, tasks, or communication logs
\- Detail View – to show one record at a time, like a customer or deal dashboard
\- Forms – for capturing new leads or updating records
\- Charts – to visualize sales performance or pipeline progress
\- Calendar blocks – to display follow-up tasks or meetings
If your content or design needs change later, it’s easy to go back and make updates right in the visual builder.
Softr is built with security in mind. All CRM data is encrypted in transit (TLS) and at rest, and your apps are hosted on secure, reliable infrastructure. Softr apps also give you full control over who can see and do what in your automated CRM. You can set up role-based permissions, manage users directly within your data source, set visibility rules, and apply global restrictions to protect sensitive customer data across your entire CRM.
For CRMs connected to external data sources like Airtable, Notion, or SQL, Softr doesn’t store your data—it just displays it in real time based on your access settings. You’re always in control of your CRM data and who can view or edit it.
Softr also follows industry best practices for authentication, access control, and platform monitoring to help keep your information safe.
You can get started for free. Softr’s Free plan lets you publish one app with up to 10 app users and 2 user groups, and includes support for all standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your automated CRM needs more users or features, you can explore the paid plans here: <http://softr.io/pricing>
Softr is built to make it easy to create fully functional, user-facing apps—like automated CRMs, client portals, and internal tools—without needing to write code or rely on developers. What sets it apart is how quickly you can go from idea to a working CRM, and how well it connects with your existing data.
Unlike some no-code tools that focus on mobile apps (like Glide) or are more dev-oriented (like Retool), Softr is designed for non-technical teams who want full control over layout, user experience, and permissions. You can build on top of real-time data from tools like Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded CRM solutions your team can log into.
You can customize everything visually—from content and design to who sees what. And because Softr includes things like user roles, forms, conditional logic, and API support out of the box, you don’t need to patch together multiple tools to launch something polished.
Yes. Softr supports a wide range of integrations so you can connect your automated CRM to the rest of your software stack. You can sync with tools like Stripe for payments, Intercom for chat, and automate tasks using Zapier, Make, and N8N. Softr also supports REST API and webhooks for more advanced workflows.
Whether you need to send CRM data to another system, trigger automations based on user actions, or display information from other tools, you can build it into your CRM—without writing code.