CRM

Build contractor CRM, no code required

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

Screenshot of a contractor CRM user interface displaying navigation menus, project lists, client details, and task management features.
contractor crm mobile ui
Loved by 800,000+ teams around the globe
Data Management

Bring all your contractor data together in real time

Connect spreadsheets, CRMs, and project management tools with real-time sync—or manage everything in Softr Databases. Centralize your contractor and project data.

Explore all data sources
Power

Custom access for every team. Built-in security, no dev time.

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.

Advanced permissions

Give different team members tailored access and dashboards, so each role—like sales reps or project managers—sees just what they need.

User groups

Give different team members tailored access and dashboards, so each role—like sales reps or project managers—sees just what they need.

Automations

Connect with tools like Make, Zapier, or N8N to automate follow-ups, reminders, and client tracking for your contracting business.

Works on any device

Access and update your contractor CRM on the go. All apps are mobile-ready out of the box.

Easy, secure logins

Use Google, email, or SSO logins for fast, secure access—no IT support needed for your team.

Security

Keep client and project data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level.

AI Magic

Give contractors an AI assistant

Let your team ask AI for project updates, client details, or sales data—answers appear instantly inside your CRM portal.

Why 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.

UI screenshot of Softr drag-and-drop dashboard setup for building contractor crm

Easy, fast setup

Get your contractor CRM up and running in minutes with drag-and-drop blocks and templates.

UI screenshot of Softr dashboard with resources, contacts, finances, and projects modules

Consolidate your stack

Add features like project tracking or document sharing as your contracting business evolves—no need to rebuild.

Integration logos showing Softr connected with Airtable, Notion, Google Sheets, HubSpot, SQL, Rest API, and more.

Flexible as you grow

Start with your CRM, then add client portals or job dashboards—all in one place, no extra tools needed.

“We’re not coders or developers, but Softr is so easy to use and learn — it lets us run with our ideas.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals
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“With Softr we’re able to experiment and innovate at the speed of conversation, which gives users a sense of control and ownership.”
Oliver Thomas
Maker Digital Systems Architect, MIT
Read customer story
“The biggest benefit we’ve found with Softr is how customizable and flexible it is. We’ve been able to create a platform that is adapted to our fairly complicated needs.”
Isobelle Ford
Founder & Director, Skylight Ventures
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“We’ve been able to create multiple client and employee portals with Softr and it works like magic. The integration with monday.com is seamless.”
Jesuena Estoque Reimer
Founder, Mindflows
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“Building our sustainability training app on Softr let us deliver an intuitive user experience to over 5,000 professionals in days without writing a single line of code.”
Guillaume Duvernay
Growth Lead, Plan A
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“I’ve dreamed of having a client portal for probably 10 years. I tried many different tools, got frustrated, and let it go. Then I played with Softr and immediately went “this is it!”
Rebecca Berneck
CEO, Officeheads
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How It Works

Build a fully custom contractor 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.

“Our submission process used to be on paper. Now clinics use our Softr customer portal and submit in a few clicks. It saves 3-4 hours a day of at least one employee’s time.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals

250+

veterinary clinics using the portal

600+

submissions processed per month
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Frequently asked questions

What is a contractor CRM?
What are the benefits of building a contractor CRM with Softr?
What types of features can I build into my contractor CRM?
Do I need to know how to code to build a contractor CRM in Softr?
Can I manage multiple clients or teams in the same contractor CRM?
Which data sources does Softr support?
Can I customize the user experience and permissions?
Can I use Softr if I don’t already have my data in another tool?
Can I white-label my contractor CRM in Softr, including using my own branding?
Can I customize the design and layout of my contractor CRM?
How secure is my data in Softr apps?
How much does it cost to build a contractor CRM with Softr?
How is Softr different from other no-code tools?
Can I automate workflows and integrate with other tools?

Related use cases

Build your contractor CRM in minutes

Set up your first CRM in under 30 minutes. No coding required.
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