Manage clients, track leads, and close deals with a customizable CRM tailored to your real estate agency's unique workflow.


Build a CRM that matches the way your real estate team works. Add only the features and views you need, and adapt as your workflow changes.
Connect spreadsheets, CRMs, and listing tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your real estate business.
Create a personalized, branded CRM portal for real estate agents. Manage client interactions, property info, and deals with secure logins and tailored access.
Realtors can access client records and property info from any device. All CRM features are mobile-ready for on-the-go agents.
Realtors can access client records and property info from any device. All CRM features are mobile-ready for on-the-go agents.
Connect with tools like Zapier or Make to automate client follow-ups, new listing alerts, and pipeline updates.
Give individual agents or teams personalized dashboards—so each sees just their leads, listings, and tasks.
Set permissions for admins, agents, and assistants. Control access to client info, property data, and deal status at every level.
Keep client and property data secure. Softr CRM features full SOC2 and GDPR compliance with advanced access control.
Realtors can ask AI for client details, listings, or sales insights—answers delivered instantly within your CRM workspace.
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 drag-and-drop blocks and tailored templates.
Add new features for tracking leads, listings, or deals as your real estate business expands.
Start with your CRM, then add property portals or deal dashboards—all in one place, no extra tools.
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 realtors is an online platform designed to help real estate professionals manage their leads, clients, listings, and transactions all in one place. It streamlines communication, keeps track of important interactions and documents, and helps you stay organized throughout every stage of the real estate process—so you can provide a better experience for your buyers, sellers, and your team.
Softr makes it simple to build a CRM for realtors that matches the way your agency works. You can connect your existing data—like property details in Airtable, client contacts in HubSpot, or notes in Notion—and create a workspace where you can manage leads, track listings, monitor transactions, and store documents, all in one place.
There’s no need to code. You can use a template or start from scratch, customize the layout, set access permissions, and brand everything for your real estate business. It’s fast to set up, easy to update as your workflow changes, and flexible enough to handle everything from solo agents to large teams.
You can add a variety of features to your CRM for realtors, depending on how your team operates. Some common options include:
\- User logins – so agents, admins, and team members have their own accounts
\- Custom dashboards – to display pipeline stages, recent activity, or upcoming tasks
\- Forms – for lead capture, client intake, or feedback
\- File sharing – to upload and share contracts, disclosures, and listing photos
\- Search and filters – to quickly find properties, clients, or transactions
\- Tables, lists, and detail views – for managing contacts, listings, or deals
\- Comments or status updates – to keep everyone on the same page
\- Charts – to visualize sales performance, lead sources, or activity
\- Calendar view – for tracking open houses, meetings, or deadlines
\- Permissions and roles – so each user only sees the information relevant to them
All features are built using Softr’s drag-and-drop interface, so you won’t need to write code. And if your business grows or changes, it’s easy to update your CRM.
No coding is necessary. You can create your CRM for realtors entirely with Softr’s visual editor. Everything from the overall layout to user roles and permissions can be set up without writing a single line of code.
Yes. You can manage multiple clients, buyer leads, or agent teams within a single crm for realtors. Each user—whether they are an agent, buyer, or seller—only sees the listings, documents, and communications assigned to them, based on their login and role. This is especially helpful for brokerages or real estate teams working with multiple clients or managing several deals at once.
Softr supports a wide range of data sources, making it easy to connect your crm for realtors to the tools you already use. You can integrate with 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 connect multiple data sources to the same crm and display them side by side—so, for example, your real estate dashboard can pull in buyer info from Google Sheets and property data from Airtable at the same time. Most sources support real-time, two-way sync, so updates are reflected everywhere instantly.
Yes, Softr gives you complete control over the user experience in your crm for realtors. You can tailor the layout, navigation, and branding to match your real estate business and workflow. Each page or section can be shown or hidden based on user roles, so agents, clients, and admins only see what’s relevant to them.
You can set up different roles, like agent, admin, or client, and define exactly what each can view or edit. For example, clients will only see their own property searches and communication history, while agents can manage all client records and deals. You can also create personalized dashboards and filtered views depending on who’s logged in. This makes managing multiple clients and transactions secure, efficient, and personalized for every user.
Yes, you can. You don’t need to have your contacts, listings, or transaction data stored elsewhere before using Softr. If you’re starting fresh, you can use Softr Databases, which is built into the platform and integrates seamlessly with your crm for realtors.
But if you already have your data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. You can also use the REST API connector to bring in data from other sources. Either way, you have full control over how your listings, contacts, and deal pipelines are structured and displayed.
Yes, you can fully white-label your CRM for realtors in Softr. You can use your own logo, brand colors, fonts, and custom domain to make the CRM feel like a natural extension of your real estate business. You can also remove all Softr branding, so your agents and clients only see your company’s identity throughout the experience.
Yes, you can. Softr gives you a lot of flexibility to control both the design and layout of your CRM for realtors. You can adjust colors, fonts, spacing, and page structure to match your real estate brand. You can also choose how each page is laid out, decide which blocks go where, and set what different users—like agents or clients—see when they log in.
To display your data, you can add different types of blocks depending on what you need:
\- Table blocks – to show structured data like property listings, client contacts, or deal pipelines
\- List or Card blocks – to highlight things like agent profiles, featured properties, or tasks
\- Detail View – to show one record at a time, like a property detail page
\- Forms – for lead capture or updating property info
\- Charts – to track sales performance or lead sources
\- Calendar blocks – to display upcoming showings or appointment schedules
If your content or design needs change later, it’s easy to go back and make updates right in the visual builder.
Softr is built with security in mind. All data in your CRM for realtors is encrypted in transit (TLS) and at rest, and your app is hosted on secure, reliable infrastructure. Softr apps also give you full control over who can see and do what in your CRM. You can set up role-based permissions, manage users directly within your data source, set visibility rules, and apply global restrictions to protect sensitive data, such as client information or transaction records, across your CRM.
For CRMs connected to external data sources like Airtable, Notion, or SQL, Softr doesn’t store your data—it just displays it in real time based on your access settings. You remain in control of your data and who can view or edit it.
Softr also follows industry best practices for authentication, access control, and platform monitoring to help keep your real estate information safe.
You can get started for free. Softr’s Free plan lets you publish one CRM app with up to 10 users and 2 user groups, and includes support for all standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your CRM for realtors needs more users or advanced features, you can explore the paid plans here: <http://softr.io/pricing>
Softr is designed to make it easy to create fully functional, user-facing apps—like CRMs for realtors, client portals, and internal tools—without needing to write code or rely on developers. What sets Softr apart is how quickly you can go from idea to a working CRM, and how well it connects with your existing real estate data.
Unlike some no-code tools that focus on mobile apps (like Glide) or are more developer-centric (like Retool), Softr is built for non-technical teams who want full control over layout, user experience, and permissions. You can build on top of real-time data from tools like Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded CRM systems that agents or clients can log into.
You can customize everything visually—from content and design to who sees what. And since Softr includes user roles, forms, conditional logic, and API support out of the box, you don’t need to patch together multiple tools to launch a polished CRM.
Yes. Softr supports a wide range of integrations so you can connect your CRM for realtors to the rest of your tech stack. You can sync with tools like Stripe for payments, Intercom for chat, and automate tasks using Zapier, Make, and N8N. Softr also supports REST API and webhooks for more advanced workflows.
Whether you need to send data to another system, trigger automations based on user actions—like adding new leads or updating property status—or display information from other tools, you can build it directly into your CRM, all without writing any code.