Manage properties, track deals, and enhance client relationships with a customizable CRM designed for real estate investment workflows.


Customize a real estate CRM that matches your workflow. Add only the features you need, and update your setup as your business evolves.
Connect spreadsheets, CRMs, and property management tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your investments.
Empower your investing team with secure logins, tailored dashboards, and granular access—no IT support needed.
Give acquisition managers, partners, and analysts customized dashboards, so each role sees just what they need.
Give acquisition managers, partners, and analysts customized dashboards, so each role sees just what they need.
Integrate with your favorite tools to automate follow-ups, deal tracking, and investment reporting.
Access property data and deal info anywhere—your CRM is mobile-ready out of the box.
Allow investors and team members to log in securely with Google, email, or SSO—no IT tickets needed.
Keep sensitive investment data protected. Softr is SOC2 and GDPR compliant with fine-tuned access controls.
Investors can ask AI about deals, leads, or contacts and get instant answers—all built right into your CRM portal or app.
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.
Launch your real estate CRM in minutes with templates and drag-and-drop blocks—no coding needed.
Add features like deal tracking or investor profiles as your portfolio expands—no rebuild required.
Start with a CRM, then add investor portals, property dashboards, or forms—all in one platform.
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 for real estate investors is a secure platform where you can manage your property leads, investor contacts, deals, and documents all in one place. It centralizes communication, tracks key interactions, and organizes your investment pipeline, so you don’t have to juggle multiple spreadsheets or email threads. This keeps everything streamlined and helps you focus on growing your real estate investment business.
Softr makes it easy to create a CRM tailored to the needs of real estate investors. You can connect your existing data sources—like Airtable, Notion, or Google Sheets—and quickly set up a system to manage properties, investor communications, and deal stages. There’s no need to code. Start with a template or build from scratch, customize workflows, control who has access to what, and brand it for your investment company. It’s fast to launch, simple to update, and flexible enough to evolve as your investment strategy grows.
You can add a variety of features depending on how you run your real estate investment business. Some common options include:
\- User logins – so team members or partners can access their own deals and pipeline
\- Custom dashboards – to track deal status, property performance, or key metrics
\- Forms – for lead capture, property intake, or investor onboarding
\- File sharing – for contracts, photos, and important documents
\- Search and filters – to quickly find properties, leads, or contacts
\- Tables, lists, and detail views – to organize properties, investors, and tasks
\- Notes or updates – for logging conversations and deal activity
\- Charts – to visualize portfolio growth or deal flow
\- Calendar view – to track closing dates, inspections, or follow-ups
\- Permissions and roles – so each user only sees what they need
Everything is created with Softr’s drag-and-drop blocks, so you can add or change features anytime without coding.
No coding is needed. You can build your CRM for real estate investors entirely with Softr’s visual editor. You can customize the layout, add features, and set up user roles—all without writing a single line of code.
Yes. You can manage multiple investors or teams in a single CRM for real estate investors. Each user only sees the properties, deals, or investor information relevant to them, based on their login and role. This is especially useful if you’re working with several investor groups, partners, or managing different real estate projects at once.
Softr supports a wide range of data sources for your real estate investor CRM. 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 bring in data from other sources using the REST API.
You’re not limited to just one. You can integrate multiple data sources into the same app and display them together—so your CRM could pull in property data from Airtable and investor communications from HubSpot at the same time. Most data sources support real-time, two-way sync, so updates in your CRM or connected databases stay in sync automatically.
Yes, Softr gives you full control over how users interact with your CRM for real estate investors. You can tailor the layout, navigation, and content to fit your workflow and brand. Each section can be shown or hidden depending on who’s logged in, so each investor or team member only sees what’s relevant to them.
You can also set up different user roles, such as investor, admin, or real estate agent—and define exactly what each role can view or edit. For example, investors can see only their own deals, while admins or team members can manage all property records. You can also create personalized dashboards or filtered views based on the logged-in user.
This level of customization is especially important when managing multiple investors, properties, or projects in the same CRM. It keeps everything organized, secure, and streamlined for your team and partners.
Yes, you can. You don’t need existing data in another software to start building your CRM for real estate investors with Softr. If you’re starting from scratch, you can use Softr Databases, which is included in the platform and integrates seamlessly with your real estate workflows.
If you already have your investor or property data in tools like Airtable, Google Sheets, or others, you can connect those as well. Softr also supports bringing in data from other sources via the REST API. This gives you full control over how your deals, contacts, or project details are structured and displayed in your CRM.
Yes, you can fully white-label your CRM for real estate investors in Softr. You can apply your own logo, brand colors, fonts, and even set up a custom domain, making the CRM feel like a seamless part of your real estate investing business. You can also remove all Softr branding, so your partners, team members, and investors will only see your identity throughout the platform.
Absolutely. Softr gives you extensive flexibility to control both the design and layout of your CRM for real estate investors. You can adjust colors, fonts, page structure, and more to match your brand and workflow. You decide how each page looks, organize blocks as needed, and control what investors, acquisition managers, or other users see when they log in.
To organize your real estate data, you can use different types of blocks:
\- Table blocks – to display lead pipelines, property lists, or transaction records
\- List or Card blocks – to highlight investor profiles, team members, or project updates
\- Detail View – to show key property details or deal dashboards one at a time
\- Forms – to collect new property details, investor interest, or updates
\- Charts – to visualize deal stages, ROI, or acquisition metrics
\- Calendar blocks – to track important deadlines, property tours, or closing dates
If you need to update your CRM’s content or design in the future, you can easily make changes in the visual builder.
Softr is built with security as a top priority. All data is encrypted in transit (TLS) and at rest, with your CRM hosted on secure, reliable infrastructure. You have full control over who can view or edit information in your CRM for real estate investors. You can set role-based permissions, manage users from your data source, define page visibility rules, and enforce restrictions to keep sensitive deal and investor data protected.
If your CRM connects to external data sources like Airtable, Notion, or SQL, Softr does not store your data; it simply displays it in real time according to your permissions. You remain in full control over access at all times.
Softr also follows best practices for authentication, access controls, and continuous platform monitoring to keep your real estate investment data safe.
You can get started for free. Softr’s Free plan lets you publish one CRM app for your real estate investment business with up to 10 app users and 2 user groups, and you’ll have support for all major data sources like Softr Databases, Airtable, and Google Sheets.
If your CRM needs more users or advanced features, you can review Softr’s paid plans to find the right fit: <http://softr.io/pricing>
Softr is designed to make it simple for real estate investors to create robust, user-facing CRMs and portals without any coding. The key difference is how quickly you can turn your investment workflows into a working CRM, fully integrated with your existing data.
Unlike no-code tools that specialize in mobile apps (like Glide) or developer-first tools (like Retool), Softr is meant for non-technical teams who need granular control over layout, user experience, and permissions. You can build on real-time data from Airtable, Google Sheets, Softr Databases, or SQL, creating secure, branded CRMs that your team and partners can log into.
You can visually customize everything: content, design, and user access. And since Softr comes with roles, conditional logic, forms, and API support, you won’t need to piece together different tools to launch a complete CRM.
Yes! Softr supports a broad range of integrations so you can connect your real estate CRM with the rest of your investment stack. You can automate tasks through Zapier, Make, or N8N, or connect directly with tools like Stripe for payments or other platforms via REST API and webhooks.
Whether you want to push property updates to another system, trigger automations when a deal stage changes, or display information from other software, you can build it seamlessly into your CRM for real estate investors—without writing code.