Build consultants CRM, no code required
Manage clients, track interactions, and streamline processes with a customizable CRM tailored to your consulting business needs.
Customize your CRM around your processes
Design a CRM that fits the way you consult. Add the features and views your workflow needs now, and update them easily as your business evolves.
Lead and client management
Deal and project tracking
Meeting scheduling and follow-ups
Document and proposal sharing
Task and activity assignment
Invoice and payment tracking
Unify your client data in real time
Connect spreadsheets, CRMs, and project management tools with real-time sync—or manage everything in Softr Databases. Centralize client and project workflows for better efficiency.
Custom access for every team. Built-in security, no dev time.
Give consultants and managers the right tools and secure access for leads, clients, and projects. Set up user groups and permissions in minutes—no IT needed.
Advanced permissions
Create tailored dashboards for consultants, managers, and support staff so each role sees just what they need.
User groups
Create tailored dashboards for consultants, managers, and support staff so each role sees just what they need.
Automations
Connect your CRM with Make, Zapier, or N8N to automate follow-ups, status updates, and reminders.
Works on any device
Consultants can access the CRM on desktop or mobile, making updates and tracking interactions on the go.
Easy, secure logins
Enable Google, email, or SSO logins for fast, secure access to CRM data for your team.
Security
Keep client and lead data protected with SOC2 and GDPR compliance plus role-based access control.
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Put AI to work for consultants
Consultants can ask AI about clients, deals, or tasks—get quick answers and insights right in your CRM, powered by 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.
Easy, fast setup
Launch your consultants CRM in minutes with drag-and-drop blocks and ready-made templates.
Consolidate your stack
Easily add features like project tracking, client notes, or reports as your consulting firm grows.
Flexible as you grow
Start with a CRM, then add client portals or proposal tools—all in one place, no extra software needed.
Build a fully custom consultants CRM 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 consultants CRM effortlessly