Build your own client management platform, no code required
Organize client information, streamline interactions, and enhance relationships with a customizable platform tailored to your business.
Customize your platform around your processes
Choose just the features your client management workflow needs. Start simple, then adapt and expand your platform as your team’s needs change.
Client onboarding forms
Contact and communication log
Task and project tracking
Document sharing and storage
Appointment scheduling
Invoice and payment tracking
Bring all your client data together in real time
Connect spreadsheets, CRMs, and support systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your clients.
Give every client a custom, secure CRM experience.
Provide clients with a branded CRM portal where they can view, manage, and update their information. Set up secure logins and permissions quickly.
Easy, secure logins
Your CRM portal is mobile-ready by default. Clients and staff can access information and updates from any device.
Works on any device
Your CRM portal is mobile-ready by default. Clients and staff can access information and updates from any device.
Automations
Integrate with your existing CRM and workflow tools to automate client updates, notifications, and follow-ups.
User groups
Create separate logins for clients, sales reps, and managers—each with personalized dashboards and views.
Advanced permissions
Set detailed rules for different user groups, controlling who can view, edit, or manage CRM records.
Security
Protect sensitive client data at every step. Softr is fully SOC2 and GDPR compliant for peace of mind.
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An AI assistant for your clients
Clients get instant answers to their questions and support—all within your CRM platform, thanks to Softr’s built-in AI.
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 client management CRM in minutes with intuitive drag-and-drop and ready-made templates.
Consolidate your stack
Add features like activity tracking or client notes as your team’s needs change, no rebuild required.
Flexible as you grow
Manage contacts, pipelines, and client portals—all in one place, without extra tools or licenses.
Build a fully custom client management platform 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
Create your CRM effortlessly today