Build your own crm case management system, no code required
Manage cases, streamline workflows, and enhance client interactions with a customizable CRM solution tailored to your team's needs.
Customize your CRM case management system
Build a case management system tailored to your team’s workflow. Add only the features you need and easily adjust as your processes evolve.
Case intake and assignment
Case status tracking
Client communication log
Task management and escalation
Document and file management
Reporting and analytics
Unify your case management data in real time
Connect spreadsheets, CRMs, and support tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your cases.
Custom access for every team. Built-in security, no dev time.
Empower your team to manage customer cases efficiently with secure access, tailored dashboards, and automated workflows—all without IT support.
Advanced permissions
Grant different roles—like support agents, managers, and admins—tailored dashboards and access to case information.
User groups
Grant different roles—like support agents, managers, and admins—tailored dashboards and access to case information.
Automations
Connect to tools like Make, Zapier, or N8N to automate case assignments, follow-ups, or status updates.
Works on any device
Access and update cases from any device. Your CRM system is mobile-ready out of the box.
Easy, secure logins
Team members can log in with Google, email, or SSO for fast and secure access to the CRM.
Security
Protect sensitive customer data with SOC2 and GDPR compliance, plus robust access controls at every level.
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Give support staff an AI teammate
Support teams can ask AI for case status or info anytime—answers are instant, right inside your CRM case management system.
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
Set up your CRM case management system in minutes with simple drag-and-drop and ready-made templates.
Consolidate your stack
Easily add case tracking, custom fields, or automation as your case management needs change.
Flexible as you grow
Centralize case management, client data, and team workflows—all in one CRM, no extra tools required.
Build a fully custom CRM system 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 case management system today