Build your own business case management system
Manage cases, streamline processes, and enhance efficiency with a customizable system tailored to your business needs and goals.
Tailor your business case management to your needs
Create a case management system with the workflows and views your team relies on. Add only what you need now and adapt as your processes evolve.
Case submission and intake
Case review and approval workflow
Case assignment and tracking
Document management for cases
Automated notifications and reminders
Reporting and analytics dashboard
Bring all your case data together in real time
Connect spreadsheets, project management tools, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your cases.
Custom access for every team. Built-in security, no dev time.
Empower your team to manage business cases efficiently. Set up secure logins, group permissions, and case tracking—no IT support needed.
Advanced permissions
Give case managers, reviewers, and admins tailored access and dashboards, so each role sees just what they need.
User groups
Give case managers, reviewers, and admins tailored access and dashboards, so each role sees just what they need.
Automations
Integrate with tools like Make, Zapier, or N8N to automate case updates, task assignments, and notifications.
Works on any device
Access and manage business cases on the go. All apps are mobile-ready for your team to use anywhere.
Easy, secure logins
Let your team log in securely with Google, email, or SSO—no IT tickets required for access.
Security
Keep case and client data safe with SOC2 and GDPR compliance, plus robust access control for every user.
.svg)
An AI assistant for case managers
Let managers ask AI about case status, next steps, or key details—answers are instant, directly in your management system.
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
Build a business case management system quickly with drag-and-drop blocks and ready-made templates.
Consolidate your stack
Update workflows, add approval steps, or connect integrations as your business needs change—no rebuilds needed.
Flexible as you grow
Manage business cases, dashboards, and documents—all in one place, with no extra tools to buy.
Build a fully custom business case system 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.
250+
600+
Frequently asked questions
Build your business case management system now