CRM

Build crm software for real estate law, no code required

Manage client records, track case progress, and streamline communications with a tailored CRM solution for your real estate law practice.

Get started free Start with a template

Screenshot of a CRM software user interface designed for real estate law, displaying client details, property information, case status, and navigation menus.

crm software for real estate law mobile ui

Loved by 800,000+ teams around the globe

Flexibility

Customize your CRM around your processes

Tailor your CRM for real estate law with just the views and features your team needs. Adjust and expand your setup as your practice evolves.

UI screenshot of client intake management

UI screenshot of case and matter tracking

UI screenshot of document storage and sharing

UI screenshot of task and deadline tracking

UI screenshot of contact and communication log

UI screenshot of billing and payment tracking

Data Management

Bring all your client data together in real time

Connect spreadsheets, CRMs, and document management systems with real-time sync—or manage everything in Softr Databases. Centralize client and case data effortlessly.

Explore all data sources

Power

Give every client a custom, secure experience.

Provide clients and teams with a secure, branded real estate law portal. Manage logins, permissions, and sensitive case data with ease.

Easy, secure logins

Access client and case files from any device. Your legal CRM portal is mobile-ready for work on the go.

Works on any device

Access client and case files from any device. Your legal CRM portal is mobile-ready for work on the go.

Automations

Integrate with tools like Zapier or Make to automate client updates, reminders, or document workflows.

User groups

Assign separate logins for lawyers, paralegals, and clients—each with a tailored dashboard.

Advanced permissions

Control who can view, edit, or share documents and case updates—down to individual user groups.

Security

Ensure sensitive client data is protected. Softr meets SOC2 and GDPR standards for legal compliance.

AI Magic

AI Assistant for Real Estate Teams

Let sales teams ask AI about deals, deadlines, or contacts—answers come fast, right inside your real estate law CRM.

Why Softr

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.

UI screenshot of Softr drag-and-drop dashboard setup for building crm software for real estate law

Easy, fast setup

Launch your real estate law CRM in minutes with drag-and-drop blocks and ready-made templates.

UI screenshot of Softr dashboard with resources, contacts, finances, and projects modules

Consolidate your stack

Add features like matter tracking or document workflows as your client needs change—no rebuild needed.

Integration logos showing Softr connected with Airtable, Notion, Google Sheets, HubSpot, SQL, Rest API, and more.

Flexible as you grow

Start with your CRM, then add client portals or case dashboards—all in one place, no extra tools.

“We’re not coders or developers, but Softr is so easy to use and learn — it lets us run with our ideas.”

Ashley Kalinauskas

CEO, Torigen Pharmaceuticals

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“With Softr we’re able to experiment and innovate at the speed of conversation, which gives users a sense of control and ownership.”

Oliver Thomas

Maker Digital Systems Architect, MIT

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“The biggest benefit we’ve found with Softr is how customizable and flexible it is. We’ve been able to create a platform that is adapted to our fairly complicated needs.”

Isobelle Ford

Founder & Director, Skylight Ventures

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“We’ve been able to create multiple client and employee portals with Softr and it works like magic. The integration with monday.com is seamless.”

Jesuena Estoque Reimer

Founder, Mindflows

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“Building our sustainability training app on Softr let us deliver an intuitive user experience to over 5,000 professionals in days without writing a single line of code.”

Guillaume Duvernay

Growth Lead, Plan A

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“I’ve dreamed of having a client portal for probably 10 years. I tried many different tools, got frustrated, and let it go. Then I played with Softr and immediately went “this is it!”

Rebecca Berneck

CEO, Officeheads

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How It Works

Build a fully custom CRM for real estate law 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.

“Our submission process used to be on paper. Now clinics use our Softr customer portal and submit in a few clicks. It saves 3-4 hours a day of at least one employee’s time.”