Build your own CRM for home services, no code required
Manage client relationships, schedule tasks, and streamline operations with a customizable CRM tailored for your home services business
Tailor your CRM to your needs
Build a CRM that matches your home services workflow. Add only the features you need now, and adapt as your business or team grows.
Lead capture and management
Quote and estimate generation
Job scheduling and dispatch
Client communication tracking
Invoice and payment tracking
Service history and notes
Unify your service data in real time
Connect spreadsheets, CRMs, and scheduling tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your home services.
Custom access for every role. Built-in security, no dev time.
Let field techs, office staff, and clients access your home services CRM in a secure, branded portal. Assign roles and permissions easily—no code required.
Works on any device
Connect your CRM with existing tools to automate reminders, service updates, and follow-ups for home service jobs.
Automations
Connect your CRM with existing tools to automate reminders, service updates, and follow-ups for home service jobs.
User groups
Assign roles for field techs, office admins, or clients—each gets access only to what’s needed for their role.
Advanced permissions
Control who can view, edit, or manage service requests and client info—down to each field or record.
Security
Keep customer data and job details safe. Softr is fully compliant with SOC2 and GDPR regulations.
Conditional forms
Capture service details, approvals, or client feedback using flexible forms customized for each home services task.
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An AI assistant for your team
Field teams and sales can ask AI for schedules, job details, or updates—answers appear instantly within your CRM workspace.
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
Get your home services CRM up and running in minutes—no coding or design skills needed.
Consolidate your stack
Easily add scheduling, job tracking, or estimates as your home service business evolves.
Flexible as you grow
Manage leads, jobs, and customer info in one place—no extra software or logins required.
Build a fully custom CRM for home services 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