Build crm software for small business, no code required
Manage customer relationships, track sales, and streamline operations with a customizable CRM tailored to your small business needs.
Build exactly what your business needs
Create a CRM tailored for your small business. Add only the workflows and views you need, and easily adjust as your customer needs change.
Lead capture and tracking
Contact management
Task and follow-up reminders
Sales pipeline visualization
Email and document logging
Reporting and analytics dashboard
Bring all your customer data together in real time
Connect spreadsheets, CRMs, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your small business.
Custom CRM access for every team. Built-in security, no dev time.
Empower your sales and support teams with the right tools and access. Set up a secure, branded CRM with tailored permissions for each role—no IT required.
Advanced permissions
Give sales, marketing, and support teams personalized dashboards, so everyone sees only what they need.
User groups
Give sales, marketing, and support teams personalized dashboards, so everyone sees only what they need.
Automations
Connect with tools like Make, Zapier, or N8N to automate follow-ups, reminders, and lead assignments.
Works on any device
Your CRM works seamlessly on desktop and mobile, so teams can access and update deals wherever they are.
Easy, secure logins
Enable fast, secure CRM access for your team using Google, email, or SSO logins—no IT tickets needed.
Security
Protect your business and customer data with SOC2 and GDPR compliance, plus robust access controls.
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An AI assistant for your sales
Let your sales team ask AI about leads, deals, and contacts—instant answers inside your CRM, always up to date.
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
Launch your small business CRM in minutes with simple drag-and-drop and ready-made templates.
Consolidate your stack
Easily add features like contact tracking or sales pipelines as your business needs change.
Flexible as you grow
Manage CRM, client portals, and forms in one place—no extra software or seats required.
Build a fully custom CRM for small business 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.
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Frequently asked questions