Build your own CRM for freelancers, no code
Track leads, manage client contacts, and organize invoices in an AI-powered CRM built with AI you customize to fit your solo workflow.
Build exactly what your business needs
Customize your CRM for freelancers setup with the exact steps and views your business needs. Add features as processes evolve—no code needed.
Lead and pipeline tracking
Client and contact management
Invoice and payment status
Project and task organization
AI-powered client insights
Document and contract storage
Bring all your client data together in real time
Connect spreadsheets, CRMs, and project trackers with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your professional services.
Give every client a custom, secure experience.
Provide clients with the right views and dashboard access. Set up secure logins, tailored visibility, and self-service permissions in minutes.
Easy, secure logins
Softr apps are mobile-ready by default. Turn your CRM for freelancers into a downloadable app in one click to manage your pipeline and tasks on the go.
Works on any device
Softr apps are mobile-ready by default. Turn your CRM for freelancers into a downloadable app in one click to manage your pipeline and tasks on the go.
Automations
Build native automations with Softr Workflows to handle lead notifications, invoice status updates, and contract alerts automatically whenever records change.
User groups
Provide separate logins for different clients or partners, and create personalized dashboards that show only the project data relevant to each user.
Advanced permissions
Apply rules for different clients. Customize who can view contracts or edit tasks, and control which actions they can take at a granular level.
Security
Protect sensitive client information and project documents from security threats. Softr is fully compliant with SOC2 and GDPR regulations.
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 for freelancers in minutes with AI—no dev time or manual database configuration needed.
Consolidate your stack
Add features like invoice tracking, contract storage, or task boards as your solo business grows—no rebuild needed.
Flexible as you grow
Start with a CRM, then add client portals, dashboards, or shared forms—all in one place, with no extra tools.
Generate a fully custom CRM for freelancers with AI
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 for freelancers in minutes
Describe what you need. Softr's AI builds it in minutes. Get started free—no dev needed.