Streamline customer interactions and enhance team collaboration with a customizable CRM tailored to your business needs and goals.


Choose just the features and workflows your team needs for client management. Easily add or adjust as your business grows—no code required.
Connect spreadsheets, CRMs, and email systems with real-time sync—or manage everything in Softr Databases. Centralize customer, lead, and interaction data seamlessly.
Give each team member the right CRM tools and access. Set up secure logins, user groups, and permissions—no IT help required.
Give sales, marketing, and support teams tailored dashboards, so each group sees only the CRM data they need.
Give sales, marketing, and support teams tailored dashboards, so each group sees only the CRM data they need.
Connect to tools like Make, Zapier, or N8N to automate lead assignments, follow-ups, and CRM updates.
Access CRM data and manage contacts wherever you are. All apps are mobile-ready out of the box.
Let your team log in via Google, email, or SSO for fast, safe access to your CRM—no IT tickets needed.
Keep CRM data safe with SOC2 and GDPR compliance, plus advanced access control at every level.
Sales teams can ask AI for lead info, pipeline updates, or deal status—answers appear instantly in your CRM, no extra tools needed.
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 cloud-based CRM in minutes with drag-and-drop blocks and ready-made templates.
Add features like pipeline stages or custom fields as your CRM needs change—no rebuild required.
Start with a CRM, then add dashboards or lead forms—all in one place, no extra tools 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 cloud based CRM software is an online platform where your team can securely manage all customer relationships, sales pipelines, contacts, and communications from anywhere. It centralizes your customer data, interactions, and tasks in one place so you don’t have to juggle spreadsheets or scattered information. This helps your team stay organized and deliver better, more consistent service to your customers.
Softr makes it easy to create a cloud based CRM tailored to your team’s specific workflows. You can connect your existing data sources, like Airtable, HubSpot, Notion, monday.com, SQL, and more, and set up a CRM where your team can manage leads, track sales activities, update customer records, and collaborate, all in one place.
There’s no coding required. You can start with a ready-made template or build from scratch, customize the layout, decide user access levels, and brand it to match your company. It’s fast to deploy, easy to update, and flexible enough to grow with your business needs. It just makes managing customer relationships more organized and effective.
You can add a wide range of features to your cloud based CRM, depending on your team’s needs. Some popular options include:
\- User logins – so each team member can securely access their accounts and data
\- Custom dashboards – to track sales metrics, pipeline stages, or contact activity
\- Forms – for lead capture, customer feedback, or support requests
\- File sharing – so your team can upload and access relevant documents
\- Search and filters – to quickly find contacts, deals, or communications
\- Tables, lists, and detail views – to display leads, accounts, or activity logs
\- Comments or status updates – for internal notes and collaboration
\- Charts – to visualize sales performance, deal progression, or customer segmentation
\- Calendar view – for tracking follow-ups, meetings, or key milestones
\- Permissions and roles – so users only see the data they need
All features are built with Softr’s drag-and-drop blocks, so you don’t need to write code. And as your CRM needs evolve, it’s simple to update your setup.
No coding is needed. You can build your entire cloud based CRM using Softr’s visual editor. Everything from layouts to data permissions is customizable without writing a single line of code.
Yes. You can manage multiple organizations or sales teams within a single cloud based CRM software instance. Each user only sees the accounts, leads, or opportunities assigned to them, based on their login and user role. This is ideal for companies managing several departments, regions, or partner teams, all from one centralized CRM platform.
Softr supports a wide variety of data sources for your cloud based CRM software. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. There’s also the option to bring in data using the REST API.
You’re not limited to just one data source. Multiple sources can be integrated into your CRM platform, so you can display, for example, sales pipelines from Airtable and customer information from HubSpot side by side. Most sources offer real-time, two-way sync, ensuring your CRM data is always up to date.
Yes, Softr gives you full control over how users interact with your cloud based CRM software. You can customize the layout, navigation, and content to match your company’s branding and sales workflows. Each page or section can be shown or hidden based on a user’s role, so sales reps, managers, and admins only see the information relevant to them.
You can also define multiple user roles—such as sales rep, manager, or admin—and set permissions for viewing or editing leads, contacts, and deals. For example, sales reps might only see their assigned opportunities, while managers can access the entire team’s pipeline. You can also create personalized dashboards or filtered views based on the logged-in user, keeping the CRM experience clean, secure, and tailored for your organization.
Absolutely! You don’t need pre-existing data to get started with your cloud based CRM software built on Softr. If you’re starting fresh, you can use Softr Databases, which is integrated into the platform and works seamlessly with your CRM setup.
If you do have existing records in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. There’s also a REST API connector to bring in data from other systems. Either way, you control how your customer and sales data is structured and displayed in your CRM.
Yes, you can fully white-label your cloud based CRM software 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 organization. You can also remove all Softr branding, so your users only see your company’s identity throughout the entire CRM experience.
Yes, you can. Softr gives you a lot of flexibility to control both the design and layout of your cloud based CRM software. You can adjust colors, fonts, spacing, and overall page structure to match your company’s branding. You can also customize how each page is organized, choose which blocks appear where, and decide what different users see based on their roles.
To organize and display your CRM data, you can add different types of blocks depending on your needs:
\- Table blocks – to manage structured records like deals, contacts, or sales leads
\- List or Card blocks – to highlight accounts, pipelines, or team activities
\- Detail View – to provide a focused look at a single customer or opportunity
\- Forms – for adding or editing CRM records
\- Charts – to visualize sales performance or activity trends
\- Calendar blocks – to display meetings, follow-ups, or deadlines
If your CRM requirements change over time, you can easily update the design and content directly within the visual builder.
Softr is built with security in mind. All data is encrypted in transit (TLS) and at rest, and your cloud based CRM software is hosted on secure, reliable infrastructure. You have full control over who can access and manage data within your CRM. You can set up role-based permissions, manage users directly in your data source, set visibility rules, and apply global restrictions to keep sensitive customer and sales data protected.
If your CRM connects to external data sources like Airtable, Notion, or SQL, Softr doesn’t store your data—it simply displays it in real time based on your access settings. You’re always in control over who can view or edit records.
Softr also implements best practices for authentication, access control, and platform monitoring to help keep your CRM and business information secure.
You can get started for free. Softr’s Free plan lets you publish one CRM 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 CRM grows and you need more users or additional features, you can explore Softr’s paid plans to find the right fit for your team.
Softr is designed to make it easy to create fully functional, user-facing apps like cloud based CRM software, client portals, and internal tools—without writing any code or relying on developers. What sets Softr apart is how quickly you can go from concept to a working CRM, and how seamlessly it connects with your existing data sources.
Unlike some no-code tools that focus mainly on mobile apps (like Glide) or are more developer-oriented (like Retool), Softr is built 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, making it easy to manage and share CRM information securely.
You have full visual control—from the CRM’s content and design to user permissions. Since Softr includes features like user roles, dynamic forms, conditional logic, and API support, you don’t need to patch together multiple tools to launch a polished CRM.
Yes. Softr supports a wide range of integrations so you can connect your cloud based CRM software to the rest of your tool stack. You can sync with services like Stripe for payments, Intercom for support, and automate tasks using Zapier, Make, and N8N. Softr also supports REST API and webhooks for more advanced CRM workflows.
Whether you need to send data to another system, automate follow-up reminders, or display information from other business tools, you can build these integrations directly into your CRM—without any coding.