Build cloud CRM small business, no code required
Manage customer relationships, track sales, and optimize processes with a customizable CRM tailored to your small business needs.
Build exactly what your business needs
Create a cloud CRM that fits your small business. Add only the features and views you need, and adapt your setup as your team and needs grow.
Lead capture and management
Sales pipeline tracking
Task and follow-up scheduling
Customer communication log
Team collaboration and permissions
Reporting and analytics dashboard
Bring all your customer data together in real time
Connect spreadsheets, CRMs, and support systems with real-time sync—or manage everything in Softr Databases. A single source of truth for your small business.
Custom access for small business CRM teams.
Empower your sales and support teams with secure, personalized access to customer data and workflows. Set up user groups and permissions quickly, without IT support.
Advanced permissions
Give sales reps, managers, and other team members tailored access and dashboards so each role sees only what they need.
User groups
Give sales reps, managers, and other team members tailored access and dashboards so each role sees only what they need.
Automations
Connect with tools like Make, Zapier, or N8N to automate follow-ups, lead assignments, and routine CRM tasks.
Works on any device
Access and update your CRM on the go. All apps are mobile-ready out of the box—for your team in the field or office.
Easy, secure logins
Let your team log in easily with Google, email, or SSO for quick, secure access to your CRM—no IT tickets needed.
Security
Keep customer and business data protected. Softr is SOC2 and GDPR compliant with robust access controls.
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An AI assistant for your sales team
Let your sales team ask AI about leads, contacts, or deals—answers and insights are instantly available in your CRM workspace.
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
Set up your small business CRM in minutes with drag-and-drop blocks and ready-to-use templates.
Consolidate your stack
Easily add contacts, pipelines, or integrations as your customer management needs change.
Flexible as you grow
Manage your CRM, dashboards, and client forms—all in one place, without extra software.
Build a fully custom CRM for small business 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
Build your cloud CRM for small business swiftly