CRM

Build your cloud based CRM software in minutes

Track pipeline deals, qualify leads, and view reports in an AI-powered CRM built with AI that you adapt to fit your sales workflows.

Screenshot of a cloud based CRM software interface displaying a dashboard with sales stage pipelines, customer contact lists, and revenue charts.
cloud based crm software mobile ui
Loved by 1 million+ teams around the globe
Data Management

Bring all your sales data together in real time

Connect spreadsheets, CRMs, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.

Explore all data sources
Power

Custom access for every team. Built-in security.

Give each teammate the right tools and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.

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Advanced permissions

Give different team members tailored access and dashboards, so each sales rep or manager sees just the prospective clients they need.

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User groups

Give different team members tailored access and dashboards, so each sales rep or manager sees just the prospective clients they need.

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Automations

Streamline your sales processes with Softr Workflows. Trigger native lead notifications or status updates based on team actions to keep operations running.

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Works on any device

Access and update your cloud based CRM software on the go. All apps are mobile-ready out of the box for field sales and remote teams.

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Easy, secure logins

Use Google, email, or SSO logins to give your team fast, secure access to customer data—no IT tickets needed.

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Security

Keep internal sales data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your software.

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 cloud based crm software

Easy, fast setup

Build your cloud based CRM software in minutes with AI—no manual setup or complex configuration required.

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

Consolidate your stack

Add features like pipeline stages, automated alerts, or sales reporting as your needs evolve—without a rebuild.

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 add partner portals, dashboards, or shared forms—all in one place, with no extra seats.

How it works

Generate a fully custom cloud based CRM software with AI

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

Related use cases

Build your cloud based CRM software

Describe what you need. Softr's AI builds it in minutes. Get started free—no dev needed.