Plan, execute, and analyze campaigns with a flexible CRM tool that adapts to your marketing team’s workflow and goals.


Tailor your CRM campaign management setup with the exact views and workflows your team needs. Adjust and expand as your processes change.
Connect spreadsheets, CRMs, and project management tools with real-time sync—or manage everything in Softr Databases. A single source of truth for your campaigns.
Empower your sales and marketing teams with the right tools and access for CRM campaign management. Set up secure logins, user groups, and granular permissions—no IT support needed.
Give sales reps, marketers, and managers tailored access to the CRM dashboard, so everyone sees just the info they need.
Give sales reps, marketers, and managers tailored access to the CRM dashboard, so everyone sees just the info they need.
Connect with tools like Make, Zapier, or N8N to automate campaign tasks and reduce manual updates in your CRM.
Access and update campaign data from any device. Your CRM is mobile-ready out of the box.
Use Google, email, or SSO logins to give your team fast, secure access to the CRM—no extra IT help required.
Keep campaign and contact data protected with SOC2 and GDPR compliance, plus fine-tuned access controls.
Let marketers ask AI for campaign insights, lead details, or performance—all built into your CRM, right where you work.
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.
Quickly launch your CRM for campaign management with drag-and-drop tools and campaign-ready templates.
Easily add campaign tracking, reporting, or automation as your marketing needs change—no rebuild needed.
Manage campaigns, contacts, analytics, and more in one CRM—no extra tools or logins required.
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.
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.
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.












A CRM campaign management portal is a secure platform where your marketing and sales teams can log in to manage, track, and collaborate on campaigns. It centralizes all your campaign data, communications, and performance metrics in one place, so you no longer need to rely on scattered spreadsheets or endless email threads. This helps your team stay organized, streamline workflows, and deliver more effective campaigns.
Softr makes it simple to create a CRM campaign management portal that fits your team’s needs. You can connect your existing data sources—like Airtable, HubSpot, Notion, monday.com, SQL, and more—and set up a space where team members can log in, monitor campaign progress, assign tasks, and access campaign assets, all in one place.
No coding is required. You can start with a template or design from scratch, customize the layout, control user access, and brand the portal for your organization. It’s quick to launch, easy to update, and flexible enough to adapt as your campaign strategies evolve.
You can build a variety of features into your CRM campaign management portal, depending on your workflow. Common options include:
\- User logins – so each team member can access their campaigns and assigned tasks
\- Custom dashboards – to display campaign performance, lead status, or KPIs
\- Forms – for campaign briefs, feedback, or resource requests
\- File sharing – to upload and download campaign assets securely
\- Search and filters – to quickly find campaigns, leads, or assets
\- Tables, lists, and detail views – for managing contacts, tasks, or campaign activities
\- Comments or status updates – to keep all communication about a campaign in one place
\- Charts – to visualize campaign performance or timelines
\- Calendar view – for tracking campaign launches, deadlines, or meetings
\- Permissions and roles – so users only access the information relevant to them
All of these are built with Softr’s drag-and-drop blocks, making it easy to add or change features as your campaign management needs grow.
No coding is necessary. You can build your CRM campaign management portal entirely using Softr’s visual editor. Everything from layout to permissions can be customized without writing a single line of code.
Yes. You can manage multiple clients or campaign teams in a single crm campaign management platform. Each user only sees the campaigns, analytics, and data assigned to them, based on their login and role. This is especially helpful for marketing agencies or organizations coordinating several campaigns or clients at once.
Softr supports a wide range of data sources for your crm campaign management needs. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also import campaign data via the REST API.
You’re not limited to just one source. You can integrate multiple data sources into the same campaign management platform and display them together—so, for example, your campaigns can pull information from both Airtable and HubSpot at once. Most sources support real-time, two-way sync, so updates in your platform or the connected tool stay in sync automatically.
Yes, Softr gives you full control over how users interact with your crm campaign management platform. You can tailor the layout, navigation, and campaign data views to fit your brand and processes. Each page or section can be shown or hidden based on user roles, so every campaign manager, client, or team member only sees what’s relevant to them.
You can set up different user roles, such as campaign manager, client, or team member—defining what each role can view or edit. For example, clients might only see their campaign status and reports, while internal users can manage all campaign records. You can also create personalized dashboards by filtering campaign data based on the logged-in user. This level of customization keeps your campaign management platform organized, secure, and tailored for everyone involved.
Yes, you can. You don’t need to bring your campaign or contact data from another tool to start building with Softr for crm campaign management. If you’re starting from scratch, you can use Softr Databases, which is built into the platform and integrates seamlessly with your campaign management workflows.
If you already use tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as data sources. The REST API connector also lets you bring in data from other systems. Either way, you have full control over how campaign data is organized and displayed in your management platform.
Yes, you can fully white-label your crm campaign management solution in Softr. You can use your own logo, brand colors, fonts, and set up a custom domain so your campaign management portal reflects your organization’s identity. All Softr branding can be removed, ensuring your team and collaborators only see your brand throughout the platform.
Absolutely. Softr gives you full control over the design and layout of your crm campaign management app. You can adjust colors, fonts, spacing, and the overall page structure to match your brand guidelines. You decide how each dashboard or campaign page is structured, what information is highlighted, and what different teams or stakeholders see when they log in.
To display your campaign data, you can add various types of blocks depending on your needs:
\- Table blocks – to show structured data like campaign lists, lead tracking, or performance metrics
\- List or Card blocks – to spotlight campaigns, accounts, or lead profiles
\- Detail View – to focus on a single campaign or deal at a time
\- Forms – for collecting campaign feedback or new leads
\- Charts – for visualizing campaign performance
\- Calendar blocks – to display campaign timelines or deadlines
If your campaign requirements change later, it’s easy to update the layout and content right in Softr’s visual builder.
Softr takes security seriously. All data for your crm campaign management app is encrypted in transit (TLS) and at rest, and apps are hosted on secure, reliable infrastructure. You have full control over access—set up role-based permissions to define who can see and manage campaigns, assign user roles, and apply visibility rules to protect sensitive campaign data at every level.
If your campaign management app connects to external sources like Airtable, Notion, or SQL, Softr doesn’t store your data but simply displays it in real time based on your permissions. You always control your campaign data and who can access or edit it.
Softr follows best practices for authentication, access control, and ongoing platform monitoring to keep your campaign information safe.
You can get started for free. Softr’s Free plan lets you publish one crm campaign management app with up to 10 users and 2 user groups, supporting all standard data sources like Softr Databases, Airtable, and Google Sheets.
If your campaign management needs grow, you can explore paid plans which offer more users, advanced permissions, and additional features. For details, see: <http://softr.io/pricing>
Softr is designed to make it easy to build powerful crm campaign management platforms—no coding required. What makes Softr stand out is how quickly you can go from idea to a fully functional, branded solution that manages campaigns, tracks leads, and shares performance data, all connected to your real-time data sources.
Unlike some no-code options focused on mobile apps or developer tools, Softr is built for non-technical teams who want control over their campaign management workflows, access, and experience. You can build on top of data from Airtable, Google Sheets, Softr Databases, or SQL, and configure who can see or edit each part of your crm campaign management app.
You can visually customize everything—content, design, and permissions—without code. With user roles, forms, conditional logic, and API support included, you won’t have to stitch together multiple tools.
Yes! Softr supports a wide range of integrations so you can connect your crm campaign management portal to your existing tech stack. You can sync with tools like Stripe, Intercom, or automate campaign tasks using Zapier, Make, or N8N. Softr also supports REST API and webhooks for even deeper workflow automation.
Whether you want to send campaign updates to another system, trigger actions based on campaign milestones, or display data from other tools, you can automate it all—without writing any code.