Build a CRM system for small business with AI
Track leads, manage deals, and centralize contacts in an AI-powered CRM system for small business built with AI to fit your workflow.
Build exactly what your team needs
Customize your CRM system for small business setup with the exact steps and views your team needs. Add features as processes evolve—no code needed.
Centralized lead tracking
Account & contact management
Pipeline & stage tracking
AI-powered sales insights
Automated follow-up notifications
Document & file uploads
Bring all your lead 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 business.
Custom access for every team. Built-in security.
Give each teammate the right 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 role sees just the pipeline and contacts they need.
User groups
Give different sales reps tailored access and dashboards, so each role sees just the pipeline and contacts they need.
Automations
Streamline your sales process with Softr Workflows. Trigger native automations for follow-up notifications or status changes to keep deals moving.
Works on any device
Access and update your CRM system for small business on the go. All apps are mobile-ready out of the box for your field sales team.
Easy, secure logins
Use Google, email, or SSO logins to give your team fast, secure access to customer data—no IT tickets needed.
Security
Keep business and contact data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level.
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 system for small business in minutes with AI—no manual configuration or dev time needed.
Consolidate your stack
Add features like pipeline tracking, automated insights, or file uploads as your sales process evolves.
Flexible as you grow
Start with a CRM, then add client portals, dashboards, or forms—all in one place with no extra tools.
Generate a custom CRM system for small business with AI
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 system for small business
Describe what you need. Softr's AI builds it in minutes. Get started for free today.