Build a CRM task management tool without code
Track leads, manage follow-ups, and organize activities in an AI-powered CRM task management system built with AI to fit your workflow.
Build exactly what your team needs
Customize your CRM task management setup with the exact steps and views your team needs. Add features as processes evolve—no code needed.
Automated task creation
Kanban activity tracking
AI-powered task prioritization
Centralized contact logs
Team activity dashboards
Deadline alerts & notifications
Bring all your contact 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 processes.
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 or managers tailored access and dashboards, so each role sees just the CRM leads and tasks they need.
User groups
Give different sales reps or managers tailored access and dashboards, so each role sees just the CRM leads and tasks they need.
Automations
Streamline your internal processes with Softr Workflows. Trigger native automations to notify teammates whenever a task status changes.
Works on any device
Access and update your CRM task management tool on the go. All apps are mobile-ready out of the box for quick field updates.
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 internal data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your task management system.
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 task management tool in minutes with AI—no manual setup or complex configuration needed.
Consolidate your stack
Add features like Kanban boards, activity logs, or priority alerts as your workflows evolve—no rebuild needed.
Flexible as you grow
Start with a CRM, then add team dashboards, client portals, or lead forms—all in one place, with no extra tools.
Generate a custom CRM task management tool 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 task management tool in minutes
Describe what you need. Softr's AI builds your CRM task management platform in minutes.