Build a CRM for small business in minutes
Track leads, manage deals, and automate sales insights in an AI-powered CRM built with AI you customize to fit your team's workflow.
Tailor your CRM for small business to your needs
Customize your CRM for small business setup with the exact steps and views your team needs. Add features as processes evolve—no code needed.
Lead capture and intake
Sales pipeline tracking
Contact and account management
AI-powered sales insights
Task and follow-up alerts
Document and contract storage
Unify your sales data in real time
Connect spreadsheets, CRMs, and project trackers with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
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 different sales reps tailored access and dashboards, so each team member sees just the prospects they need to manage.
User groups
Give different sales reps tailored access and dashboards, so each team member sees just the prospects they need to manage.
Automations
Streamline your sales processes with Softr Workflows. Trigger native automations for follow-up alerts and pipeline updates to keep deals moving.
Works on any device
Access and update your CRM for small business on the go. All tools are mobile-ready out of the box for your field sales team.
Easy, secure logins
Use Google, email, or SSO logins to give your sales team fast, secure access—no IT tickets or complex passwords needed.
Security
Keep sales and customer data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your 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 small business in minutes with AI—no manual setup or complex spreadsheets required.
Consolidate your stack
Add features like contract storage, lead scoring, or task alerts as your sales process evolves—no rebuild needed.
Flexible as you grow
Start with a CRM, then add internal tools, portals, or dashboards—all in one place, with no extra tools to buy.
Generate a custom CRM for small business with AI
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 small business. No code needed.
Launch faster with a tool built for your workflow. Get started free—no setup time, no dev needed.