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


Set up a cloud based CRM software setup with the exact steps and views your team needs. Add features as processes evolve—no code is required.





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.
Give each teammate the right tools and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Give different team members tailored access and dashboards, so each sales rep or manager sees just the prospective clients they need.
Give different team members tailored access and dashboards, so each sales rep or manager sees just the prospective clients they need.
Streamline your sales processes with Softr Workflows. Trigger native lead notifications or status updates based on team actions to keep operations running.
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.
Use Google, email, or SSO logins to give your team fast, secure access to customer data—no IT tickets needed.
Keep internal sales data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your 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.

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

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

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




A cloud based CRM software is a secure, centralized space where your sales and success teams can log in to manage customer relationships, track leads, and handle communication. It keeps all opportunity data, account history, and follow-up tasks in one place, so your team doesn't have to rely on scattered spreadsheets or fragmented email threads. This makes it easier to stay organized and provide a seamless experience for every prospect and customer.
Softr is the first AI-native platform for building business software. It makes it easy to build a cloud based CRM software that fits the specific sales cycles and workflows of your business. You can describe your specific requirements—like lead scoring or deal stages—to the AI Co-Builder to instantly generate your database, pipeline pages, and business logic, all while remaining secure.
You don't need to code anything. You can start by generating with AI, using a template, or building from scratch. Everything runs on Softr Databases, the native, relational database built into the platform, or you can leverage existing data by connecting external tools like Airtable, Google Sheets, HubSpot, and more. You have full control to visually adjust your pipeline layouts, decide which reps see which accounts, and brand the interface to match your company's identity.
You can include a wide range of features in your cloud based CRM software, depending on your unique sales process. A high-performing CRM usually combines core tracking features with AI-powered intelligence:
- AI-Powered Intelligence – Use Ask AI to let sales reps query lead data or deal history conversationally, or set up Database AI Agents to research target accounts or summarize long meeting notes.
- Vibe Coding Blocks – Build custom UI elements—like a dynamic sales leaderboard—using the AI Code block to 'vibe code' exactly what your management team needs.
- Softr Workflows – Build native automations (like an automated task assignment) that trigger alerts or update record statuses whenever a lead moves to a new stage.
- User Portals & Logins – Securely manage access so account executives only see their own assigned deals while managers maintain an overview of the entire team performance.
- Forms & Data Collection – Capture new leads directly into your database with custom inquiry forms and file uploads for contracts.
- Dashboards & Charts – Visualize your sales performance, revenue forecasts, and conversion rates with real-time charts.
- Lists & Advanced Filtering – Manage your pipeline with searchable tables, drag-and-drop kanban boards, and detailed contact profiles.
Everything is built using Softr's drag-and-drop blocks, making it simple to iterate on features without writing code. If you need something specialized, use the Vibe Coding block to generate it with AI.
Vibe coding is all about moving fast and using AI to build exactly what your sales team requires. You can "vibe code" a cloud based CRM software in Softr by simply describing your sales stages, lead fields, and team roles to the AI Co-Builder. Softr then generates a production-ready CRM on top of a stable, secure foundation.
Unlike other tools that just generate raw, fragile code, Softr handles the 'boring 80%'—like secure user authentication, complex database relationships, and granular data permissions—natively. This means you get the speed of vibe coding without the 'Day Two' headaches of debugging custom code. You describe it, Softr builds it, and your sales team can start closing deals instantly.
Yes. You can manage multiple sales teams, regional offices, or various departments (like sales, marketing, and support) in a single cloud based CRM software. Each user only sees the accounts, tickets, and revenue data assigned to them based on their login and role. This is useful for scaling organizations where confidentiality between departments or territories is essential.
Yes, you can. You don't need to bring your lead lists or customer data from another platform to start building with Softr. If you're building a brand new sales engine, you can use Softr Databases, which is built into the platform and perfectly handles the relational data common in cloud based CRM software, like connecting contacts to companies.
But if you already have lead data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those too. You can also use the REST API connector to ingest data from other marketing platforms. Either way, you have total control over how your customer profiles are structured and displayed.
Softr Databases is the recommended native, relational data source for your cloud based CRM software. It is built explicitly for business-critical applications, offering the highest performance, instant lead-entry triggers, and a fast experience because the infrastructure is native to the platform.
If you store your company data elsewhere, Softr also connects to 17+ external data sources. You can sync with Airtable, Google Sheets, HubSpot, SmartSuite, BigQuery, and more. You can even combine sources—for example, pulling financial data from a SQL database and contact info from Softr Databases into the same view. Most sources support real-time, two-way sync, ensuring your CRM data is always current across all platforms.
Yes, Softr gives you full control over how your team interacts with the cloud based CRM software. You can customize the dashboard layouts, navigation menus, and detail views to match your specific sales methodology. Each page or specific block can be shown or hidden based on who's logged in, so junior reps see their daily tasks while executives view high-level revenue KPIs.
You can set up different user roles—such as sales rep, manager, or billing admin—and define exactly what each role can create, view, or delete. For instance, you can ensure reps can only edit their own leads, while managers can oversee all company records. Personalized views can also be created by filtering deal data based on the assigned primary owner.
This granularity is essential when managing sensitive customer info across different teams. It keeps the CRM interface clean, secure, and focused on the specific targets of each user.
Yes, you can fully white-label your cloud based CRM software in Softr. You can use your own company logo, corporate color palette, custom fonts, and a custom domain (like crm.yourcompany.com) to make the tool feel like a proprietary internal system. You can also remove all Softr branding, ensuring your employees and partners see only your company's identity throughout the sales process.
Yes, you can. Softr gives you total flexibility to control the design and layout of your cloud based CRM software. You can adjust the visual theme, spacing, and page structure to create an intuitive workspace. You can choose from various blocks to display your data effectively:
- Table blocks – for high-density lead lists or product catalogs.
- List or Card blocks – to highlight individual account profiles or key opportunities.
- Detail View – to show comprehensive record data, such as a 360-degree view of a single customer.
- Forms – for quick entry of new prospects or feedback notes.
- Charts – to track monthly recurring revenue (MRR) or quarterly sales quotas.
- Calendar blocks – to manage follow-up calls and contract renewal dates.
If your sales process evolves, it's easy to jump back into the visual builder and reorganize your CRM to fit new requirements.
Softr is built with enterprise-grade security. All CRM data is encrypted in transit (TLS) and at rest, with apps hosted on secure, reliable infrastructure. You have full granular control over who can view and edit sensitive customer information. You can implement role-based permissions, manage users directly within your database, and apply global restrictions to protect proprietary lead data.
For systems using Softr Databases, your data is stored in a secure environment with all data hosted in Germany and full SOC 2 Type II compliance. For CRMs connected to external sources like Salesforce via HubSpot or Airtable, Softr displays your data in real-time based on your access settings without storing it on our end. Softr follows industry best practices for platform monitoring and access control to ensure your pipeline data remains confidential.
It is fully production-ready. Unlike many AI tools that strictly 'vibe code'—creating unstable, custom code that is difficult to sustain—Softr builds your cloud based CRM software on top of a rigid, business-grade architecture.
We handle the 'boring 80%' (like secure login, hosting, and field-level permissions) natively so you don't have to. This solves the long-term maintenance problem of AI: you get the speed of an instant setup with the reliability of established software. Your CRM is secure, scalable, and ready for your team to start logging activities on day one.
Softr is the first AI-native platform for building business software. Unlike 'vibe coding' tools that result in fragile code blocks, or traditional no-code platforms that require weeks of training and manual configuration, Softr's AI Co-Builder generates a functional cloud based CRM software in minutes on top of a ready-to-scale foundation.
What sets it apart is the hybrid advantage: use AI to generate your CRM database and logic instantly, then use the visual drag-and-drop editor for pixel-perfect adjustments. You get AI speed with the peace of mind of built-in business infrastructure like roles and permissions. It's designed for operations and sales leaders who need to deploy professional software without a development team.
Yes. Softr supports powerful native workflows and a vast array of integrations to connect your cloud based CRM software with the rest of your tech stack. You can automate sales tasks using Softr Workflows, or connect to tools like Stripe for billing and Intercom for customer support. Softr also supports REST API and webhooks for advanced connectivity.
Whether you need to push lead data to a marketing email tool, trigger Slack alerts for new big-ticket deals, or sync invoice statuses, you can build these automations directly into your CRM without writing a single line of code.
Describe what you need. Softr's AI builds it in minutes. Get started free—no dev needed.