Build a custom CRM for financial advisors with no coding.
No more manual tracking or disorganized client information. Centralize client data, streamline processes, and grow your advisory business—fast and effortlessly.
Trusted by 500,000+ teams worldwide
""When I started using Softr, it was clear immediately that the capabilities were beyond what I found elsewhere. It will play a key role in the near future as we differentiate ourselves with a custom CRM.""
Yohei Nakajima General Partner, Untapped Capital
Tailor your CRM to suit financial workflows
Client onboarding
Streamline onboarding with tailored forms and step-by-step processes to capture client details effortlessly.
Document management
Provide clients with a secure hub to upload, access, and e-sign investment-related documents.
Billing & payments
Create and share invoices with clients. Enable seamless payments through platforms like Stripe or PayPal.
Reporting & dashboards
Build custom dashboards for tracking client portfolio performance and presenting key financial metrics in real-time.
Sales pipeline
Manage your sales process with a pipeline view to track client leads and easily update their deal statuses.
Account & contact management
Keep all client information, communication history, and transaction records organized in one accessible place.
Build a CRM for your team — no coding or design skills needed
Say goodbye to spreadsheets and manual workflows. Use modern, drag-and-drop blocks like Lists, Tables, Charts, Forms, and Kanban to build a view of your customer interactions and deal flow in a modern app interface.
Create a single source of truth for your customer data, fast
Connect to your existing databases or spreadsheets and map them to your app in minutes. Securely manage CRM access for different user groups to prevent data oversharing.
Collect information to fit your workflows
Capture lead information, customer questions, feedback, and more. Softr lets you build multi-step forms with a visual logic builder directly into your apps, and automatically send information back to your database.
Why Softr for CRM software for financial advisors
Softr makes it easy to create business software tailored to your data and workflows—no coding or design skills required
Stay on brand
Customize the design and theme of your app to fit your unique brand identity
Advanced permissions
Mobile app
Custom code
Enterprise-grade security
How to build a CRM for financial advisors with Softr
Connect your data 01
Customize layout and logic 02
Share with your team or clients 03
Connect instantly to popular data sources like Airtable, Google Sheets, HubSpot, SQL, monday.com, and more. Your data stays synced, giving you real-time access.
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Read why companies and operators love Softr.
"They say that if you can’t explain it in a simple way, you don’t understand it well enough. I say the same thing about any software. If you can’t figure it out in the first 10 min by yourself without any tutorial, it’s probably not for you. Since the first moment we discovered Softr, we started the work."
"The best no-code platform to create websites based on airtable databases."
"Softr is an easy to use no-code platform that has so much potential."
"Creating a customer portal with Softr allows us to give our customers that bit of extra value. Our customers always comment on how easy to use our Softr portal is and love the fact that it updates with data from Airtable in real-time."
"Incredible platform - from web noob to office superstar in a month!"
"I have been impressed with the flexibility of Softr. The ability to pull data from different Airtable bases into different blocks and display them on one page was one of the main reasons I chose Softr."
"Softr is the goldilocks of no code — not too difficult, not too simple. It’s powerful in that you can build a dynamic app that reacts to user inputs, yet is simple enough to build quickly."
"Easily the shortest learning curve on any app I've used! It's very intuitive and when you can't figure something out the support is excellent and there is also a great community who are always willing to help."
"The best no-code platform to create websites based on airtable databases."
