Build a CRM and task management software
Manage leads, assign team tasks, and track sales cycles in an AI-powered CRM built with AI that you customize to fit your workflow.
Tailor your CRM and task management software
Customize your CRM and task management software with the exact pipelines and task views your team needs. Add features as your processes evolve.
Lead and contact management
Sales pipeline tracking
Team task assignment
AI-powered activity summaries
Project progress dashboards
Automated status notifications
Bring all your sales and task data together
Connect contacts, deals, and project tasks with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Custom access for every team. Built-in security.
Give each teammate the right tools and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give different team members tailored access and dashboards, so sales reps and project managers each see just the records they need.
User groups
Give different team members tailored access and dashboards, so sales reps and project managers each see just the records they need.
Automations
Streamline your processes with Softr Workflows. Trigger native notifications based on task changes or lead status updates to keep the team moving.
Works on any device
Access and update your CRM and task management software on the go. All apps are mobile-ready out of the box for teams in the field.
Easy, secure logins
Use Google, email, or SSO logins to give your team fast, secure access to their tasks and sales pipelines—no IT tickets needed.
Security
Keep sales and internal data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your tool.
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 CRM and task management software in minutes with AI—no manual setup or complex configuration needed.
Consolidate your stack
Add features like lead scoring, subtasks, or document approvals as your workflows evolve—no rebuild needed.
Flexible as you grow
Start with a CRM, then add task trackers, dashboards, or client portals—all in one place with no extra tools.
Generate a custom CRM and task management software
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 CRM and task management software
Describe what you need. Softr's AI builds your custom tool in minutes. Get started for free.