Build a flexible SaaS CRM in minutes
Manage leads, users, and accounts in a custom CRM built for your product’s lifecycle.
Customize your CRM around your processes
Set up a SaaS CRM with only the workflows and views your team needs. Adjust and add features as your sales and support processes evolve—no code required.
Lead capture and qualification
Sales pipeline management
Contact and company database
Task and activity tracking
Automated email communication
Reporting and analytics dashboards
Bring all your sales data together in real time
Connect spreadsheets, ERPs, and inventory systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your e-commerce business.
Custom CRM access for every SaaS team.
Give your sales, support, and product teams secure, tailored access to customer data. Set up permissions and user groups in minutes—no code needed.
Advanced permissions
Provide each team—sales, support, or product—with unique dashboards and access to only the customer info they need.
User groups
Provide each team—sales, support, or product—with unique dashboards and access to only the customer info they need.
Automations
Integrate with tools like Zapier or Make to automate lead assignment, follow-ups, and workflow steps across your SaaS CRM.
Works on any device
Let teams update records, view pipelines, or check customer details from any device—Softr CRM is always mobile-ready.
Easy, secure logins
Enable fast, secure access for your SaaS teams using Google, email, or SSO—no IT requests required.
Security
Safeguard customer and company data with SOC2 and GDPR compliance, plus robust access controls.
.svg)
Give your team an AI assistant
Let your team ask AI about leads, churn risk, or pipeline health — get insights instantly, right from your CRM.
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
Launch your SaaS CRM in minutes with drag-and-drop blocks and ready-made templates.
Consolidate your stack
Add features like lead scoring, team dashboards, or automations as your SaaS business grows.
Flexible as you grow
Start with your CRM, then add onboarding, support portals, or analytics—all in one place.
Build a fully custom CRM for SaaS 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.
250+
600+
Frequently asked questions
Build your CRM for SaaS in minutes