Build a contractor CRM in minutes
Track leads, manage project bids, and log client communications in an AI-powered contractor CRM built with AI to fit your workflow.
Build exactly what your business needs
Customize your contractor CRM setup with the exact project stages and views your team needs. Add features as processes evolve—no code needed.
Lead and inquiry tracking
Project bid management
Client communication logs
Document and contract storage
Payment and invoice tracking
AI-powered lead insights
Bring all your project data together in real time
Connect spreadsheets, CRMs, and project trackers with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Custom access for every role. Built-in security.
Let contractors, project managers, and clients log in to a fully branded portal. Set up permissions and personalized access in minutes—no code needed.
Works on any device
Automate your contracting operations with Softr Workflows for bid status updates, project milestones, and client notifications that trigger instantly.
Automations
Automate your contracting operations with Softr Workflows for bid status updates, project milestones, and client notifications that trigger instantly.
User groups
Assign roles for field crews, lead managers, or clients—each gets secure access to only the specific project data and logs they need.
Advanced permissions
Control who can view sensitive contract details, edit project bids, or complete payment logs—down to the individual field level.
Security
Keep sensitive project and client data safe. Softr is fully compliant with SOC2 and GDPR regulations, ensuring your documentation stays protected.
Conditional forms
Capture lead details, site inspections, or bid approvals using flexible form blocks tailored to each step of your contracting workflow.
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
Build your contractor CRM in minutes with AI—no manual setup needed for leads, bids, or client tracking.
Consolidate your stack
Add features like bid management, contract storage, or payment tracking as your projects evolve—no rebuild needed.
Flexible as you grow
Start with a CRM, then add client portals or employee dashboards—all in one place, with no extra tools.
Generate a fully custom contractor CRM with AI in minutes
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
The go-to platform for business operations
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Build your contractor CRM. No code needed.
Describe what you need. Softr's AI builds your contractor CRM in minutes.