Build your own CRM for SMBs, no code required
Streamline customer management, enhance interactions, and grow your business with a customizable CRM tailored to your SMB's needs.
Customize your CRM around your processes
Set up your CRM with the exact features and views your small business needs. Add or update workflows as your team grows—no code required.
Lead capture and tracking
Contact and company management
Sales pipeline visualization
Task and activity assignments
Email templates and sending
Reporting and analytics dashboards
Bring all your client data together in real time
Connect spreadsheets, CRMs, and other systems with real-time sync—or manage everything in Softr Databases. Centralize client and workflow data for efficiency.
Custom access for every team. Built-in security, no dev time.
Give your sales and support teams the right CRM tools and access. Set up secure logins, user groups, and granular permissions—no IT help needed.
Advanced permissions
Give sales, support, and management teams personalized dashboards, so each role sees just the info they need.
User groups
Give sales, support, and management teams personalized dashboards, so each role sees just the info they need.
Automations
Connect with tools like Make, Zapier, or N8N to automate CRM tasks like lead assignment, follow-ups, and notifications.
Works on any device
Access your CRM anywhere—on desktop or mobile. Softr apps are mobile-ready by default.
Easy, secure logins
Let your team log in securely with Google, email, or SSO—no IT tickets required.
Security
Protect customer data with SOC2 and GDPR compliance, plus fine-tuned CRM access controls.
.svg)
Give your sales team an AI helper
Let sales reps ask AI for deal updates, contact info, or next steps—answers appear instantly inside your CRM workspace.
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
Spin up your SMB CRM fast with drag-and-drop building blocks and ready-made templates.
Consolidate your stack
Add sales pipelines, contact records, or integrations as your CRM needs change—no rebuild needed.
Flexible as you grow
Manage your CRM, team dashboards, and forms in one place—no extra tools or licenses required.
Build a fully custom CRM for SMBs 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