Organize customer data, streamline processes, and enhance client relationships with a fully customizable CRM for your commercial needs


Customize your CRM with just the views and workflows your team relies on. Add and adjust features as your business grows—no coding required.
Connect spreadsheets, CRMs, and other systems with real-time sync—or manage everything in Softr Databases. Centralize client, opportunity, and deal data for your business.
Empower sales, support, and managers with the right CRM tools and access. Set up secure logins, user groups, and detailed permissions—no dev work needed.
Give each department—sales, support, and managers—custom dashboards so everyone sees just what they need.
Give each department—sales, support, and managers—custom dashboards so everyone sees just what they need.
Connect with tools like Make or Zapier to automate follow-ups, updates, or lead assignments and reduce manual work.
Access and update CRM records wherever you are. All apps are mobile-ready out of the box.
Use Google, email, or SSO logins so your team can access CRM tools securely and easily.
Protect your business data with SOC2 and GDPR compliance, plus fine-tuned access controls for every user group.
Sales teams can ask AI for deal updates or insights—answers appear instantly, right inside your CRM, powered by Softr.
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 commercial CRM in minutes using drag-and-drop blocks and ready-made templates.
Easily add deal tracking, integrations, or custom workflows as your sales process changes.
Start with your CRM, then add sales dashboards, client portals, or forms—all in one place.
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 commercial CRM (Customer Relationship Management) system is a secure online platform designed for your team to manage leads, track sales activities, organize contacts, and streamline communication with business customers. It centralizes all your customer interactions, deal pipelines, documents, and notes in one place, eliminating the need for scattered spreadsheets or endless email threads. This helps your team stay organized, work more efficiently, and deliver a better experience to your business clients.
Softr makes it simple to build a commercial CRM that fits the way your sales and account management teams operate. You can connect your existing data—such as leads, deals, or contact lists in Airtable, HubSpot, Notion, monday.com, SQL, and more—and create a CRM where your team can log in, update deals, manage customer information, and collaborate, all in one place.
There’s no need to code. You can start from a template or build your CRM from scratch, customize layouts, control who has access to what, and brand it for your company. It’s quick to set up, easy to maintain, and flexible enough to grow as your sales process evolves. It helps your team stay on top of opportunities and maintain a professional workflow.
You can include a wide range of features in your commercial CRM, tailored to your company’s workflow. Some of the most common features include:
\- User logins – so each team member can access their assigned leads and opportunities
\- Custom dashboards – to show sales pipelines, deal statuses, or key metrics
\- Forms – for adding new leads, updating deal stages, or logging activities
\- File sharing – so your team can upload and access proposals, contracts, or notes securely
\- Search and filters – to quickly find contacts, companies, or deals
\- Tables, lists, and detail views – to present client information, tasks, or account updates
\- Comments or activity logs – for tracking interactions and next steps
\- Charts – to visualize sales performance or conversion rates
\- Calendar view – for meetings, follow-ups, or important deadlines
\- Permissions and roles – so team members only see relevant data
All these features are built using Softr’s drag-and-drop interface, so there’s no coding required. If your processes change, it’s easy to adapt the CRM as needed.
No coding is necessary. You can build your commercial CRM entirely using Softr’s visual editor. Everything from layout to user permissions and workflows can be customized without writing a single line of code.
Yes. You can manage multiple customers or sales teams within a single commercial CRM built on Softr. Each user only sees the content and data that’s relevant to them, based on their login and role. This is especially useful for sales organizations, account managers, or any business managing several customer relationships or teams in one place.
Softr supports a wide range of data sources for your commercial CRM. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also use the REST API to connect to additional sources.
You’re not limited to just one data source. You can combine multiple sources in your CRM and display them together—so your sales dashboard, for example, could pull in deal data from Airtable and contact info from HubSpot at the same time. Many sources support real-time, two-way sync, so everything stays up to date automatically.
Yes, Softr gives you complete control over how users interact with your commercial CRM. You can tailor the layout, navigation, and content to match your sales process and brand. Every page or section can be shown or hidden depending on the user, so each team member or customer only sees what’s relevant to their role.
You can create custom roles such as sales rep, manager, or admin—and set up permissions for exactly what each role can view or edit. For instance, a sales rep might only see their own pipeline and accounts, while managers can review all deals. You can also personalize dashboards and reports for each user, making your CRM efficient, secure, and tailored to every user’s needs.
Yes, you can. You don’t need to have your sales data stored elsewhere to start building your commercial CRM with Softr. If you’re starting from scratch, Softr Databases are available right within the platform and work seamlessly with any CRM application you create.
If you already keep your contacts, deals, or activities in tools like Airtable, Google Sheets, Notion, Coda, monday.com, Supabase, or SQL databases, you can connect those as well. The REST API connector also lets you bring in data from other sources. This gives you total control over how your CRM data is organized and displayed.
Yes, you can fully white-label your commercial CRM in Softr. You can apply your own logo, brand colors, fonts, and custom domain so the CRM feels like an integrated part of your organization. You also have the option to remove all Softr branding, ensuring your users only see your company’s identity throughout their CRM experience.
Absolutely. Softr provides you with extensive control over the design and layout of your commercial CRM. You can tailor colors, fonts, spacing, and page layouts to align with your brand. You decide how each page is structured, where different blocks are placed, and what different user roles see when they log in.
To display your CRM data, you can use different blocks:
\- Table blocks – for organized data like customer lists, sales pipelines, or deal tracking
\- List or Card blocks – to showcase contact profiles, activities, or account information
\- Detail View – to show a single record at a time, such as a customer or opportunity profile
\- Forms – to collect data from users
\- Charts – to visualize sales metrics or customer insights
\- Calendar blocks – to track meetings, tasks, or follow-ups
If your CRM requirements evolve, it’s easy to update the design and content directly in the visual builder.
Softr is built with robust security in mind. All your CRM data is encrypted in transit (TLS) and at rest, hosted on secure and reliable infrastructure. You have full control over user access and permissions, allowing you to set up role-based permissions, manage users through your data source, set visibility rules, and apply global restrictions to protect sensitive CRM data.
If your CRM connects to external sources like Airtable, Notion, or SQL, Softr doesn’t store the data—it simply displays it in real time based on your settings. You remain in full control of your CRM information and user access.
Softr follows industry best practices for authentication, access control, and continuous platform monitoring to ensure your data remains secure.
You can start building your commercial CRM for free. The Free plan allows you to publish one CRM app, with up to 10 users and 2 user groups, and includes connectivity for data sources like Softr Databases, Airtable, Google Sheets, and more.
If your CRM needs to support more users or advanced features, you can explore Softr’s paid plans for additional functionality and higher usage limits: <http://softr.io/pricing>
Softr is designed to help you quickly build fully functional, user-facing applications—like commercial CRMs and internal management tools—without any coding or developer support. It stands out for its speed from concept to deployment and its seamless connection to your existing business data.
Unlike some no-code platforms that focus on mobile-first experiences or are tailored for developers, Softr empowers non-technical teams to customize layout, user experience, and permissions. You can build your CRM on real-time data from Airtable, Google Sheets, Softr Databases, or SQL, and provide a secure, branded experience for your users.
Everything is customizable visually, from design and content to user access. With built-in user roles, forms, conditional logic, and API support, you won’t need to piece together multiple tools to launch a polished CRM.
Yes, Softr offers a wide range of integrations so you can connect your commercial CRM with the rest of your tech stack. You can sync with tools like Stripe for payments, Intercom for chat, and automate processes using Zapier, Make, and N8N. Softr also supports REST APIs and webhooks for more advanced workflow automation.
Whether you want to push CRM data to another system, trigger automations based on user actions, or pull in information from other tools, you can build these capabilities into your CRM without writing any code.