Build a CRM for IT service providers in minutes
Track service contracts, manage technicians, and view reports in an AI-powered CRM built with AI to fit your IT agency's workflow.
Tailor your CRM for IT service providers
Customize your CRM for IT service providers setup with the exact steps and views your team needs. Add features as processes evolve—no code needed.
Lead and deal management
Service contract tracking
IT support ticket integration
AI-powered account insights
Resource and technician scheduling
Billing and usage reports
Unify your IT service data in real time
Connect your support tickets, customer contracts, and technician schedules from other systems—or manage everything in Softr Databases. Create a single source of truth.
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 technicians, account managers, and billing staff tailored access and dashboards, so each role sees just what they need to work.
User groups
Give technicians, account managers, and billing staff tailored access and dashboards, so each role sees just what they need to work.
Automations
Streamline your IT services with Softr Workflows. Trigger native automations for service alerts or status changes to keep operations running smoothly.
Works on any device
Access and update your CRM for IT service providers on the go. Technicians can view job details and update records from any mobile device.
Easy, secure logins
Use Google, email, or SSO logins to give your team fast, secure access to customer data—no complex IT tickets needed.
Security
Keep sensitive IT client data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your internal 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 for IT service providers in minutes with AI—no manual setup or complex configuration needed.
Consolidate your stack
Add features like ticket tracking, contract renewals, or scheduling as your IT services evolve—no rebuild needed.
Flexible as you grow
Start with a CRM, then add client portals for status updates or billing dashboards—all in one place.
Generate a fully custom CRM for IT service providers
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 IT service providers
Get started free. No setup time, no dev needed. Go from idea to a live CRM in under an hour.