Build crm and project management for small business, no code required
Manage client relationships, track projects, and optimize operations with a custom app tailored to your small business needs and goals.
Customize your CRM around your processes
Add only the views and features your small business needs for client tracking and project management. Adjust and extend as your workflows grow.
Lead capture and tracking
Client communication log
Project task management
Sales pipeline dashboard
Document and file sharing
Invoice and payment tracking
Bring all your project data together in real time
Connect spreadsheets, CRMs, and project management tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your small business.
Custom access for every team. Built-in security, no dev time.
Empower your small business with tailored CRM and project management tools. Set secure logins, user groups, and permissions—no IT required.
Advanced permissions
Assign tailored dashboards and access for sales, support, or project teams so each member sees what they need.
User groups
Assign tailored dashboards and access for sales, support, or project teams so each member sees what they need.
Automations
Connect with Make, Zapier, or N8N to automate follow-ups, task assignments, and status updates for your team.
Works on any device
Manage contacts, tasks, and deals on desktop or mobile. All tools are mobile-ready for busy teams on the go.
Easy, secure logins
Let your team log in with Google, email, or SSO—giving fast, secure access without IT hassle.
Security
Keep business and customer data protected. Softr is SOC2 and GDPR compliant, with robust access controls.
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An AI teammate for your sales team
Let your team ask AI about leads, deals, or contacts—get instant answers right in your CRM and project workspace with 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 small business CRM and project tracker in minutes with simple, drag-and-drop tools.
Consolidate your stack
Easily add pipelines, task boards, or automations as your team and projects expand—no rebuilds needed.
Flexible as you grow
Manage contacts, projects, and tasks in one place—no need for multiple apps or extra seats.
Build a fully custom CRM and project management 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