Manage projects, track leads, and streamline workflows with a custom CRM tailored to your contracting business needs.


Design a contractor CRM with the workflows and views your team relies on. Add only the features you need, and adapt as your business grows.
Connect spreadsheets, CRMs, and project management tools with real-time sync—or manage everything in Softr Databases. Centralize your contractor and project data.
Equip your contracting business with a CRM that gives each team member the right tools and access. Set up secure logins, user groups, and permissions—no developer needed.
Give different team members tailored access and dashboards, so each role—like sales reps or project managers—sees just what they need.
Give different team members tailored access and dashboards, so each role—like sales reps or project managers—sees just what they need.
Connect with tools like Make, Zapier, or N8N to automate follow-ups, reminders, and client tracking for your contracting business.
Access and update your contractor CRM on the go. All apps are mobile-ready out of the box.
Use Google, email, or SSO logins for fast, secure access—no IT support needed for your team.
Keep client and project data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level.
Let your team ask AI for project updates, client details, or sales data—answers appear instantly inside your CRM portal.
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.
Get your contractor CRM up and running in minutes with drag-and-drop blocks and templates.
Add features like project tracking or document sharing as your contracting business evolves—no need to rebuild.
Start with your CRM, then add client portals or job dashboards—all in one place, no extra tools needed.
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 contractor CRM is a secure platform where contractors and their teams can manage projects, clients, schedules, and documents all in one place. It centralizes communication, tracks leads and jobs, and helps you stay organized—so you don’t have to juggle emails, spreadsheets, or paper files. This makes it easier to keep projects on track and deliver a better experience to your clients.
Softr makes it easy to build a contractor CRM that works the way your contracting business does. You can connect your existing data, like job details in Airtable, client contacts in HubSpot, or schedules in Notion, and create a system where your team can track projects, manage leads, store files, and update job progress—all in one place.
No coding is needed. You can start from a template or create your own layout, decide who can see or edit information, and match it to your company’s branding. It’s fast to set up, simple to manage, and flexible enough to grow with your business. Softr keeps everything organized and looking professional.
You can include a wide range of features in your contractor CRM, depending on how your business operates. Some popular options are:
\- User logins – so each team member or client can access their own dashboard
\- Custom dashboards – to track project status, leads, schedules, or invoices
\- Forms – for collecting new project requests, change orders, or feedback
\- File sharing – for uploading and managing contracts, blueprints, and photos
\- Search and filters – to quickly find jobs, clients, or documents
\- Tables, lists, and detail views – for managing tasks, appointments, or estimates
\- Comments or status updates – to keep everyone in the loop about job progress
\- Charts – to visualize sales, project timelines, or workloads
\- Calendar view – for scheduling job site visits, deadlines, or meetings
\- Permissions and roles – so team members and clients only see relevant information
With Softr’s drag-and-drop blocks, you can set up these features without any coding. And if your process changes, it’s easy to update your CRM later.
No coding is required. You can build your contractor CRM completely with Softr’s visual editor. Everything from the system layout to user permissions can be customized without writing a single line of code.
Yes. You can manage multiple clients or project teams within a single contractor CRM. Each user only sees the content and data assigned to them, based on their login and role. This is especially helpful for contractors, subcontractors, or construction managers handling several projects or clients at once.
Softr supports a wide range of data sources that are perfect for building a contractor 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 bring in data from other sources using the REST API.
You’re not limited to just one. You can integrate multiple data sources into the same CRM and display them together—so your contractor CRM can pull in project details from Airtable and client communications from HubSpot, for example. Most sources support real-time, two-way sync, so any updates in your CRM or data source stay in sync automatically.
Yes, Softr gives you full control over how users interact with your contractor CRM. You can customize the layout, navigation, and content to fit your branding and workflows. Each page or block can be shown or hidden based on who’s logged in, so every contractor, project manager, or client contact only sees what’s relevant to them.
You can set up different user roles, like subcontractor, admin, or project manager—and define exactly what each role can view or edit. For example, subcontractors can access only their assigned tasks and documents, while internal team members can manage all project records. You can also create personalized dashboards by filtering data based on the logged-in user.
This level of customization is especially useful when you’re coordinating multiple jobs, teams, or clients within your contractor CRM. It ensures the experience is clean, secure, and tailored to each individual user.
Yes, you can. You don’t need to bring your data from somewhere else to get started with your contractor CRM on Softr. If you’re starting from scratch, you can use Softr Databases, which is built into the platform and integrates seamlessly with any contractor CRM you build.
But if you already have 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 bring in project data or client records from other sources. Either way, you have full control over how your information is structured and displayed in your CRM.
Yes, you can fully white-label your contractor CRM in Softr. You can add your own logo, use your company’s colors and fonts, and set a custom domain so the CRM feels like a natural extension of your contracting business. You can also remove all Softr branding, ensuring that your team and clients only see your company’s identity throughout the experience.
Absolutely. Softr gives you a lot of flexibility to control both the design and layout of your contractor CRM. You can adjust colors, fonts, spacing, and page structure to match your brand. You can decide how each page is organized, choose which blocks go where, and customize what different team members or clients see when they log in.
To display your business data, you can use different types of blocks depending on your needs:
\- Table blocks – to manage project lists, bids, invoices, or job tracking
\- List or Card blocks – to highlight things like client contacts, vendors, or equipment
\- Detail View – to show one record at a time, like a project dashboard
\- Forms – for data entry or job intake
\- Charts – to visualize key metrics
\- Calendar blocks – to track deadlines or appointments
If you need to update your content or design later, it’s easy to make changes right in the visual builder.
Softr is built with security as a priority. All your contractor CRM data is encrypted both in transit (TLS) and at rest, and your apps are hosted on secure, reliable infrastructure. You have full control over who can access or modify information in your CRM. You can set up role-based permissions, manage users through your data source, set up visibility rules, and apply global restrictions to protect sensitive details—like client contacts, financial info, or project documents—across your CRM.
For external data connections (like Airtable, Notion, or SQL), Softr doesn’t store your data—it displays it live based on your permissions. You remain in control of your data and who has access.
Softr also follows best practices for authentication, access control, and monitoring to help keep your CRM information safe.
You can start building your contractor CRM for free. Softr’s Free plan lets you publish one app with up to 10 users and 2 user groups, and supports major data sources like Softr Databases, Airtable, and Google Sheets.
If your CRM needs to support more users or advanced features, you can review the available paid plans to find the right fit for your business: <http://softr.io/pricing>
Softr is designed to make it easy to build fully functional, user-facing apps—like contractor CRMs, client portals, and internal tools—without needing to write code or hire developers. What sets Softr apart is how fast you can go from idea to a working CRM, and how seamlessly it connects with your current project data.
Unlike some no-code tools that focus just on mobile apps or require deeper technical skills, Softr is made for non-technical teams who want full control over layout, user experience, and permissions. You can build on top of real-time data from tools like Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded CRMs that both your team and clients can access.
You can visually customize everything—from content and layout to user access. With built-in user roles, forms, conditional logic, and API integration, there’s no need to stitch together multiple tools to create a polished contractor CRM.
Yes, Softr supports a wide range of integrations so you can connect your contractor CRM to the rest of your tools. You can sync with software like Stripe for payments, Intercom for messaging, and automate tasks using Zapier, Make, and N8N. Softr also provides REST API and webhook support for more advanced workflow automation.
Whether you want to send updates to other systems, trigger automations based on changes in your CRM, or display data from other tools, you can set it up in your contractor CRM without needing to write any code.