Manage leads, track interactions, and streamline processes with a customizable CRM tailored to your builder business needs.


Set up a CRM with only the features and views your team needs. Adjust and expand your setup anytime—no code required and no clutter.
Connect spreadsheets, CRMs, and project management tools with real-time sync—or manage everything in Softr Databases. Create one source of truth for your builds.
Provide your sales and account teams with tailored dashboards and permissions in a fully branded CRM portal. Set up secure logins and user groups in minutes.
Your CRM works seamlessly on desktop and mobile. Reps can manage leads and accounts wherever they are.
Your CRM works seamlessly on desktop and mobile. Reps can manage leads and accounts wherever they are.
Connect with your sales tools to automate follow-ups, lead routing, and data syncs—no manual work needed.
Create specific dashboards for sales reps, managers, or support—each sees just what they need in the CRM.
Set rules for who can view, edit, or assign leads and deals, so sales data stays organized and secure.
Protect sensitive sales and customer data. Softr CRM is SOC2 and GDPR compliant to keep information safe.
Sales reps can ask AI for deal updates, contact info, or insights—answers come instantly, right inside your CRM portal.
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 CRM in minutes with drag-and-drop blocks and ready-made templates—no coding needed.
Add custom fields, automations, or integrations as your customer management needs expand.
Start with your CRM, then add pipelines, forms, or dashboards—all in one platform.
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.












A builder CRM is a secure platform designed specifically for construction and building professionals to manage projects, track client communication, store important documents, and monitor timelines. It serves as a central hub where your team and clients can access updates, share files, and keep everyone aligned throughout each stage of the building process. This helps you stay organized and deliver a better experience for homeowners, subcontractors, and your own staff.
Softr makes it straightforward to build a builder CRM that fits the way your construction business works. You can connect your current data—whether that’s project details in Airtable, schedules from Notion, or contact information in HubSpot—and set up a CRM where your team and clients can track progress, view milestones, share files, and submit requests, all in one place.
No coding is needed. You can start with a template or create your own system from scratch, customize layouts, set up user permissions, and brand it to suit your company. It’s fast to implement, simple to update, and flexible enough to keep pace with your growing project load.
You can include a wide variety of features in your builder CRM, tailored to your construction workflow. Some popular options are:
\- User logins – so each client, subcontractor, or team member can access their own dashboard
\- Custom dashboards – to show project status, budgets, or upcoming milestones
\- Forms – for collecting change orders, site feedback, or warranty requests
\- File sharing – for easy access to plans, permits, and photos
\- Search and filters – so users can quickly find project details or documents
\- Tables, lists, and detail views – for tracking tasks, materials, and schedules
\- Comments or status updates – to keep all communication in one place
\- Charts – to visualize progress, costs, or deadlines
\- Calendar view – for scheduling site visits, inspections, or deliverables
\- Permissions and roles – so different users only see information relevant to them
All these features can be set up with Softr’s drag-and-drop tools, so there’s no need for any coding. And as your business changes, you can easily add or adjust features.
No coding is required. You can build your builder CRM entirely with Softr’s visual editor. From organizing your layout to managing permissions, everything can be customized without writing a single line of code.
Yes. You can manage multiple clients, projects, or teams within a single builder crm workspace. Each user—whether that’s a contractor, project manager, or client—only sees the data and tools assigned to them, based on their login and role. This setup is ideal for construction firms or builders handling several clients and projects at once.
Softr supports a wide range of data sources for your builder 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 sources using the REST API.
You’re not limited to just one source. You can integrate multiple databases or spreadsheets into your builder crm, viewing them side by side—for instance, tracking client information in Airtable and project timelines in Google Sheets. Most sources support real-time, two-way sync, so updates in your app or data source are always reflected.
Yes, Softr gives you full control over how users interact with your builder crm. You can tailor the layout, navigation, and project dashboards to fit your brand and construction workflows. Each page or block can be shown or hidden depending on the user’s role—so clients, subcontractors, and team members only see what’s relevant to them.
You can also define roles such as client, site supervisor, or admin and set exactly what each can view or edit. For example, clients can see progress on their own builds, while your internal team manages all project details. Filtered views let you create personalized dashboards for different users, keeping the system organized and secure for everyone working in your builder crm.
Yes, you can. You don’t need to import your project or client data from another system to get started with builder crm on Softr. If you’re starting from scratch, you can use Softr Databases, which is built right into the platform and integrates seamlessly with your builder crm workflows.
If you do already track projects or leads in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL databases, you can connect those as well. The REST API connector also lets you bring in data from other sources. Either way, you have full control over how you organize and present your construction data in builder crm.
Yes, you can fully white-label your builder 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 company. You can also remove all Softr branding, so your team and stakeholders only see your business’s identity throughout the experience.
Yes, you can. Softr gives you a lot of flexibility to control both the design and layout of your builder 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 data, you can add different types of blocks depending on what you need:
\- Table blocks – to show structured data like projects, leads, or job tracking
\- List or Card blocks – to highlight things like customer records, subcontractors, or resources
\- Detail View – to show one record at a time, such as a project dashboard
\- Forms – for data collection
\- Charts – to show sales or project progress
\- Calendar blocks – to display important project deadlines 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 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 builder 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 project and company data across your entire crm.
For builder 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 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 builder crm needs more users or features, here’s how the paid plans stack up: <http://softr.io/pricing>
Softr is built to make it easy to create fully functional, user-facing apps—like builder 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 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 crms that your team members 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 builder crm to the rest of your 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 data to another system, trigger automations based on user actions, or display information from other tools, you can build it into your builder crm, without writing code.