Build your own CRM and task management software, no code required
Organize tasks, streamline communications, and manage client relationships with a custom app tailored to your team's workflow and goals
Customize your CRM around your processes
Build a CRM and task management system that fits your team’s workflow. Add only the features you need, and adapt as your processes grow.
Lead capture and management
Contact and company database
Pipeline and deal tracking
Task assignment and tracking
Meeting and activity scheduling
Automated email templates and reminders
Unify your task and client data 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 tasks and clients.
Give every client a custom, secure CRM experience.
Empower your clients and team with a fully branded CRM portal. Set up secure logins, tailored access, and organized workflows in just minutes.
Easy, secure logins
Your CRM portal is mobile-friendly out of the box, so users can check leads, tasks, or updates from any device.
Works on any device
Your CRM portal is mobile-friendly out of the box, so users can check leads, tasks, or updates from any device.
Automations
Integrate with tools like Make, Zapier, or N8N to automate follow-ups, notifications, or lead assignments.
User groups
Create separate access for clients, sales reps, and managers. Each sees their own dashboards and data.
Advanced permissions
Control who can view, update, or assign deals and tasks—permissions can be set by user or group.
Security
Protect all CRM and client information from threats. Softr ensures SOC2 and GDPR-compliant data practices.
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Give sales teams an AI teammate
Teams can ask AI about leads, deals, or tasks and get quick answers directly in your CRM—no switching apps required.
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
Quickly launch your CRM and task manager with drag-and-drop tools and purpose-built templates.
Consolidate your stack
Add task tracking, automations, or new pipelines as your team’s CRM needs change—no rebuild required.
Flexible as you grow
Manage contacts, tasks, and workflows together—no need for separate CRM or project tools.
Build a fully custom CRM and task manager 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 CRM in just minutes