Build your own CRM for small business, no code required
Manage customer relationships, track sales, and enhance productivity with a customizable CRM tailored to your small business needs.
Customize your CRM around your processes
Choose just the views and features your small business needs. Start simple and update your CRM as your team or workflows grow—no code required.
Lead capture and organization
Contact management
Sales pipeline tracking
Task and follow-up reminders
Email and communication logs
Reporting and performance dashboards
Bring all your customer data together in real time
Connect spreadsheets, CRMs, and other systems with real-time sync—or manage everything in Softr Databases. Centralize your customer and sales data effortlessly.
Give every business a custom, secure CRM experience.
Empower small business teams with tailored access, branded dashboards, and secure data management. Set up logins and permissions in minutes.
Easy, secure logins
Small business owners and staff can access the CRM on desktop or mobile. Stay connected to customer data wherever you are.
Works on any device
Small business owners and staff can access the CRM on desktop or mobile. Stay connected to customer data wherever you are.
Automations
Integrate with tools like Make, Zapier, or N8N to automate follow-ups, task assignments, and customer updates.
User groups
Create user groups for sales, support, or management, each with personalized dashboards and access to relevant data.
Advanced permissions
Set permission rules so each team member sees or edits just what they need—down to the record level.
Security
Protect your client and business data with SOC2 and GDPR compliance. Manage access for peace of mind.
.svg)
An AI assistant for your sales
Let your team ask AI about leads, deals, or contacts—answers are instant, right inside your CRM. Save time and close faster.
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 small business CRM in minutes with drag-and-drop blocks and ready-made templates.
Consolidate your stack
Easily add pipelines, contacts, or integrations as your customer management needs change.
Flexible as you grow
Start with your CRM, then add portals, forms, or dashboards—all in one place, no extra tools.
Build a fully custom CRM for small business 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 small business in minutes