Streamline case tracking, enhance collaboration, and ensure compliance with a customizable system tailored to your organization's needs


Create a system with only the views and workflows your team needs. Start simple, then adapt and add features as your processes evolve.
Connect spreadsheets, legal software, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your cases.
Empower your help desk team with the right tools and secure access. Set up logins, user groups, and permissions in minutes—no IT required.
Create dedicated access and dashboards for support agents, supervisors, or other teams for streamlined case management.
Create dedicated access and dashboards for support agents, supervisors, or other teams for streamlined case management.
Connect to tools like Make, Zapier, or N8N to automate ticket routing, notifications, and case updates.
Allow your help desk team to track, update, or resolve cases from desktop or mobile—apps are always mobile-ready.
Support agents and managers can log in using Google, email, or SSO for quick and secure access every time.
Protect support case data with SOC2 and GDPR compliance, plus detailed access controls for every user.
AI answers customer queries, finds info fast, and helps solve tickets—built right into your help desk system with Softr.
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.
Launch your help desk case management system in minutes—no coding or design skills needed.
Easily update workflows, add automations, or connect integrations as your support needs change.
Manage tickets, customer details, and internal tools—all in one place, no extra software needed.
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 case management system is a secure online hub where your team can organize and manage all aspects of your cases—including tracking progress, uploading documents, assigning tasks, and communicating updates. It centralizes everything related to each case, so you don’t have to juggle emails, spreadsheets, or paper files. This helps everyone stay on the same page and makes it much easier to provide timely, organized support for your clients or stakeholders.
Softr makes it simple to build a case management system tailored to the way your organization works. You can connect your existing data from tools like Airtable, HubSpot, Notion, monday.com, SQL, and more, and set up a secure portal where your team can log in, track case updates, manage tasks, and store documents—all in one place.
You don’t need to write any code. You can start with a template or build from scratch, customize the layout, set permissions for different roles, and brand it to match your organization. It’s fast to set up, easy to maintain, and flexible enough to adapt as your case management process evolves. It keeps everything organized and helps your team work more efficiently.
You can add a variety of features to your case management system, depending on your workflow. Some of the most common features include:
\- User logins – so each team member or stakeholder can access their assigned cases or information
\- Custom dashboards – to display case statuses, deadlines, or key metrics
\- Forms – for submitting new cases, updates, or collecting feedback
\- File sharing – to securely upload and download documents related to each case
\- Search and filters – to help users quickly find specific cases or information
\- Tables, lists, and detail views – to organize and view records like case notes, appointments, or tasks
\- Comments or status updates – to streamline communication within each case
\- Charts – to visualize case timelines, progress, or workload
\- Calendar view – for tracking important dates or upcoming deadlines
\- Permissions and roles – so users only see information relevant to their role
All of these features are built using Softr’s drag-and-drop blocks, so you can create and update your system without any coding. And if your process changes, you can easily adjust your case management system as needed.
No coding is required. You can build your entire case management system using Softr’s visual editor. Everything from the layout to user permissions can be customized without writing a single line of code.
Yes. You can manage multiple clients or teams within a single case management system. Each user only sees the cases and information assigned to them, based on their login and role. This is particularly useful if your organization handles several cases or clients at once and needs to keep information organized and separated.
Softr supports a wide range of data sources for your case management system. 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 import case data from other sources using the REST API.
You’re not limited to just one. You can integrate multiple data sources into your case management system and display them together—so, for example, you can view cases from both Airtable and HubSpot in one place. Most sources support real-time, two-way sync, so any updates remain consistent across your system and the connected data sources.
Yes, Softr gives you complete control over the user experience and permissions in your case management system. You can customize the layout, navigation, and content to match your organization’s branding and workflow needs. Each page or section can be shown or hidden based on the user’s role—so case managers, clients, or team members see only what’s relevant to them.
You can also define different user roles, like case manager, admin, or external collaborator, and set exactly what each role can view or edit. For example, clients may only see their own cases, while staff can access and update all records. You can even create personalized views by filtering case data based on the logged-in user.
This customization makes it easy to manage multiple cases, teams, or clients in the same system, ensuring a secure and streamlined experience for everyone.
Yes, you can. You don’t need to have your case data stored elsewhere before using Softr for your case management system. If you’re starting from scratch, you can use Softr Databases, which is built right into the platform and integrates seamlessly with your case management workflows.
If you do have case data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or a SQL database, 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 your case information is structured and displayed.
Yes, you can fully white-label your case management system in Softr. You can use your own logo, brand colors, fonts, and custom domain so the system feels like a natural extension of your organization. You also have the option to remove all Softr branding, so users only see your company’s identity throughout the experience.
Absolutely. Softr gives you a lot of flexibility to control both the design and layout of your case management system. You can adjust colors, fonts, spacing, and page structure to fit your organization's style. You can decide how each page is structured, choose which blocks go where, and tailor what different user roles see when they log in.
To organize your case data, you can use various types of blocks based on your needs:
\- Table blocks – to display case lists, timelines, or task tracking
\- List or Card blocks – to highlight things like case summaries, contacts, or resources
\- Detail View – to present information about a specific case
\- Forms – for collecting updates or new case information
\- Charts – to show caseload insights
\- Calendar blocks – to display hearings or deadlines
If your requirements change, it’s easy to update your case management system directly in the visual builder.
Softr is designed with security as a top priority. All data is encrypted both in transit (TLS) and at rest, and your case management system is hosted on secure, reliable infrastructure. You have full control over user permissions, so you can set up role-based access, manage users via your data source, set visibility rules, and apply restrictions to safeguard sensitive case data across your entire system.
For systems connected to external data sources like Airtable, Notion, or SQL, Softr doesn’t store your data—it displays it in real time according to your access settings. You always remain in control of your data and who can view or edit it.
Softr also follows industry standards for authentication, access control, and system monitoring to help keep your case information secure.
You can get started for free. Softr’s Free plan allows you to publish one app with up to 10 app users and 2 user groups, and supports all standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your case management system needs more users or advanced features, you can explore the paid plans here: <http://softr.io/pricing>
Softr is designed to make it easy for you to create a fully functional, user-facing case management system—without writing code or relying on developers. What sets Softr apart is how quickly you can go from idea to a working app, and how seamlessly it connects with your existing data sources.
Unlike some no-code platforms that focus on mobile apps (like Glide) or are more developer-focused (like Retool), Softr is built for non-technical teams who want full control over layout, user experience, and permissions. You can build your case management system on top of real-time data from Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded systems that your team can log into.
You can visually customize everything—from structure and content to user permissions. With built-in features like roles, forms, conditional logic, and APIs, you don’t need to piece together multiple tools to launch a polished case management system.
Yes. Softr supports a wide range of integrations, so you can connect your case management system to the rest of your workflow. You can sync with tools like Stripe for payments, Intercom for support chat, and automate processes using Zapier, Make, or N8N. Softr also provides support for REST API and webhooks if you need more advanced automations.
Whether you want to send data to other systems, trigger automations based on case updates, or display information from integrated tools, you can build these workflows into your case management system—without writing any code.