Build a CRM for SMBs in minutes
Track deals, manage contacts, and view sales dashboards in an AI-powered CRM built with AI to fit your small business's specific workflow.
Tailor your CRM for SMBs to your needs
Customize your CRM for SMBs setup with the exact sales stages and views your team needs. Add features as processes evolve—no code or IT needed.
Lead and deal tracking
Centralized contact management
Sales performance dashboards
Automated follow-up alerts
Ask AI for insights
Secure client document portal
Bring all your sales data together in real time
Connect spreadsheets, existing CRMs, and lead sources with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business processes.
Custom access for every team. Built-in security.
Give each teammate the right CRM 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 pipeline stages they need.
User groups
Give different sales reps tailored access and dashboards, so each team member sees just the pipeline stages they need.
Automations
Streamline your sales process with Softr Workflows. Trigger native automations for follow-up alerts and status changes to keep deals moving.
Works on any device
Access and update your CRM for SMBs on the go. Close deals from the field with a system that is mobile-ready out of the box.
Easy, secure logins
Use Google, email, or SSO logins to give your sales team fast, secure access to customer data—no IT tickets needed.
Security
Keep SMB customer data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your sales 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 SMBs in minutes with AI—no manual configuration or complex technical setup needed.
Consolidate your stack
Add features like automated follow-ups, document portals, or sales insights as your business grows.
Flexible as you grow
Start with a CRM, then add team dashboards, portals, or forms—all in one place with no extra costs per user.
Generate a fully custom CRM for SMBs with AI in minutes
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 SMBs. No code needed.
Go from idea to a live CRM for SMBs in under an hour. Get started free and scale as your small business grows.