Build bespoke CRM solutions, no code required
Manage customer relationships and streamline processes with a customizable CRM tailored to fit your business needs and goals.
Build exactly what your team needs
Create a CRM that matches your workflows. Add only the views and features your team needs, and update them easily as your business evolves.
Lead capture and management
Contact and company database
Pipeline and deal tracking
Task and activity management
Email and meeting logging
Custom reporting and dashboards
Unify your client data in real time
Connect spreadsheets, CRMs, and project management tools with real-time sync—or manage everything in Softr Databases. Centralize client and workflow data effectively.
Give every client a custom CRM experience.
Deliver a branded CRM portal with personalized dashboards and permissions. Let clients securely manage their leads, contacts, and data with ease.
Easy, secure logins
Your CRM portal is fully responsive. Enable clients to access and update their pipeline or tasks from any device.
Works on any device
Your CRM portal is fully responsive. Enable clients to access and update their pipeline or tasks from any device.
Automations
Connect the CRM with your favorite tools to automate lead capture, follow-ups, and status updates.
User groups
Create separate dashboards for sales reps, managers, or clients—each sees only the CRM data relevant to them.
Advanced permissions
Control who can access, edit, or delete contacts or deals. Adjust permissions for each group or individual.
Security
Protect CRM records and client information. Softr is SOC2 and GDPR compliant to ensure data safety.
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An AI assistant for your sales
Let your team ask AI about deals, leads, or contacts—answers and insights are built right into your CRM for instant access.
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.
Easy, fast setup
Launch your bespoke CRM in minutes with simple drag-and-drop and customizable templates.
Consolidate your stack
Easily adapt your CRM workflows and features as your team’s client management needs change.
Flexible as you grow
Manage contacts, deals, and reports in one CRM—plus add custom portals or tools as you need them.
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.
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Frequently asked questions
Build your bespoke CRM solutions with ease