Build your own CRM system for small business
Manage customer relationships, track sales, and streamline processes with a customizable CRM built to fit your small business needs.
Build exactly what your business needs
Create a CRM tailored to your small business. Add only the features and views you need, and adjust your setup easily as your processes change.
Lead capture and entry
Contact and company management
Opportunity and deal tracking
Task and follow-up reminders
Email integration and logging
Reporting and analytics dashboard
Unify your customer data 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 access for every team. Built-in security, no dev time.
Empower your small business team with the right CRM tools and secure access. Set up user groups, permissions, and logins without extra IT work.
Advanced permissions
Tailor dashboards and access for sales, support, or management teams so each group sees what they need.
User groups
Tailor dashboards and access for sales, support, or management teams so each group sees what they need.
Automations
Connect with tools like Zapier or Make to automate follow-ups, reminders, and CRM updates.
Works on any device
Your CRM is mobile-ready out of the box. Let your team manage leads and tasks from anywhere.
Easy, secure logins
Provide secure access for team members with Google, email, or SSO logins—no IT help required.
Security
Protect sensitive business and customer data with SOC2 and GDPR compliance, plus granular access controls.
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An AI assistant for your sales
Let your sales team ask AI about leads, deals, or contacts—instantly answered inside your CRM, powered by Softr’s built-in AI.
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
Get your small business CRM up and running in minutes with simple drag-and-drop blocks.
Consolidate your stack
Easily add contact fields, sales pipelines, or integrations as your business and team expand.
Flexible as you grow
Manage your CRM, client records, and team tools in one place—no extra software needed.
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
Build your CRM for small business effortlessly