CRM

Build your own builder CRM, no code required

Track construction leads, manage pipeline deals, and view estimates in an AI-powered CRM built to fit your contracting business workflow.

Screenshot of a builder CRM interface displaying a dashboard with active build sites, pipeline stages, client contact details, and progress tracking status.
builder crm mobile ui
Loved by 1 million+ teams around the globe
Data Management

Bring all your project and client data together

Connect lead spreadsheets, project costs, and client directories with real-time sync—or manage everything in Softr Databases. Create a single source of truth.

Explore all data sources
Power

Custom access for every role. Built-in security.

Let techs, subcontractors, and clients log in to a fully branded CRM. Set up permissions and personalized access in minutes—no code needed.

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Works on any device

Automate contracting operations with Softr Workflows to trigger client notifications or update pipeline stages instantly as work progresses.

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Automations

Automate contracting operations with Softr Workflows to trigger client notifications or update pipeline stages instantly as work progresses.

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User groups

Assign roles for estimators, project managers, or subcontractors—each gets access to only the project databases and leads they need.

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Advanced permissions

Control who can view client contracts, edit estimates, or assign tasks—all the way down to the individual field level.

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Security

Keep client contact info and contracting financial data secure. Softr is fully SOC2 and GDPR compliant.

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Conditional forms

Capture fresh leads, project estimation details, or progress billing approvals using flexible blocks tailored to each step of your construction lifecycle.

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 builder crm

Easy, fast setup

Build your builder CRM in minutes with AI—no dev time or complex configuration needed, just launch.

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

Consolidate your stack

Add pipeline views, estimator boards, or subcontractor portals as your contracting workflows grow.

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

Flexible as you grow

Start with a CRM, then easily add job site photo trackers or billing tools with no extra software to buy.

How it works

Generate a fully custom builder CRM with AI in minutes

Co-build with AI

Simply describe what you need. Let Softr handle everything - Interface, database, workflows.

Iterate with AI or visually

Control most critical parts of your app yourself - roles, permissions, security.

Ship the same day

Invite team members or external clients and partners right away. No developer handover.

Customer Love

The go-to platform for business operations

Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.

Frequently asked questions

What is a builder CRM?
What are the benefits of building a builder CRM with Softr?
What types of features can I build into my builder CRM?
How can I "vibe code" a builder CRM with Softr?
Can I manage multiple clients or teams in the same builder CRM?
Can I use Softr if I don't already have my data in another tool?
Which data sources does Softr support for my builder CRM?
Can I customize the user experience and permissions in a builder CRM?
Can I white-label my builder CRM in Softr, including using my own branding?
Can I customize the design and layout of my builder CRM?
How secure is my data in Softr builder CRMs?
Is the AI-generated builder CRM production-ready or just a prototype?
How is Softr different from other no-code tools for creating a builder CRM?
Can I automate workflows and integrate my builder CRM with other tools?

Related use cases

Build your builder CRM. No code needed.

Go from idea to a live construction CRM in under an hour. Get started free and customize without code.