Build your own crm task management, no code required
Organize tasks, streamline workflows, and enhance productivity with a flexible CRM solution tailored to your business needs.
Customize your CRM around your processes
Design a CRM task management solution that fits your workflow. Add only the features you need today and adjust as your team’s needs evolve.
Task creation and assignment
Status tracking and updates
Contact and deal linking
Reminders and due dates
Collaborative notes and comments
Activity history and audit trail
Unify your task management data in real time
Connect spreadsheets, CRMs, and project management tools with real-time sync—or manage everything in Softr Databases. Centralize your tasks and workflows effectively.
Custom access for every team. Built-in security, no dev time.
Empower your sales and support teams with secure, role-based access to CRM tasks and data. Set up permissions and workflows in minutes.
Advanced permissions
Give each team or role tailored access to pipelines, tasks, and dashboards, so everyone sees just what they need.
User groups
Give each team or role tailored access to pipelines, tasks, and dashboards, so everyone sees just what they need.
Automations
Connect with tools like Make, Zapier, or N8N to automate follow-ups, reminders, and task updates.
Works on any device
Access and update CRM tasks and pipelines on the go. Your CRM app is mobile-ready out of the box.
Easy, secure logins
Team members can log in with Google, email, or SSO for fast, secure access—no IT tickets needed.
Security
Keep customer and deal data protected with SOC2 and GDPR compliance, plus fine-tuned access control.
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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 CRM for task management live in minutes with easy drag-and-drop setup—no coding needed.
Consolidate your stack
Add pipelines, automate follow-ups, or track tasks as your sales and support needs change.
Flexible as you grow
Manage contacts, tasks, and team activity in one CRM—no more switching between tools.
Build a fully custom CRM task management 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 task management tool today