Manage leads and track deals in a custom CRM with AI you customize to fit your sales workflow, from lead scoring to activity logging.


Customize a CRM with AI that looks sleek and modern out of the box. Add only the features you need, and iterate as your team's workflows evolve.





Connect lead lists, customer records, and deal stages from various systems—or manage everything in Softr Databases. Create a single source of truth for your business.
Give each teammate the right tools and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Give different team members tailored access and dashboards, so managers see performance overviews while reps focus on active lead pipelines.
Give different team members tailored access and dashboards, so managers see performance overviews while reps focus on active lead pipelines.
Streamline your sales processes with Softr Workflows. Trigger native automations for deal follow-ups or status changes to keep operations running smoothly.
Access and update your CRM with AI on the go. Update lead status or log meeting notes from the field—all apps are mobile-ready out of the box.
Use Google, email, or SSO logins to give your team fast, secure access to customer data—no IT tickets needed.
Keep sales and customer data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your tool.
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.

Build your CRM with AI in minutes without code—no manual setup or complex configuration needed for your team.

Add features like deal scoring, automated task management, or report dashboards as your needs evolve—no rebuild.

Start with a CRM, then add internal tools, portals, or deal rooms—all in one place, with no extra seats to buy.
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.
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.




A CRM with AI is a secure software solution where your sales teams and account managers can log in to manage lead pipelines, customer interactions, contact details, and deal progress. By integrating artificial intelligence, this system goes beyond simple data storage to offer automated insights, predictive lead scoring, and automated follow-ups. It keeps all customer intelligence in one place, so you don't have to rely on fragmented spreadsheets or manual data entry to maintain healthy client relationships.
Softr is the first AI-native platform for building business software. It makes it easy to build a CRM with AI that fits the way your sales cycle works. You can describe your sales process to the AI Co-Builder to instantly generate your database of leads, pipeline pages, and follow-up logic—already connected and secure.
You don't need to code anything. You can start by generating with AI, using a CRM template, or building from scratch. Everything runs on Softr Databases, the native, relational database built into the platform, or you can connect external tools like Airtable, Google Sheets, HubSpot, and more. You have full control to adjust the deal board visually, decide which reps see which accounts, and brand it to match your company. It's quick to get up and running, simple to update, and flexible enough to scale as your sales team grows.
You can include a wide range of features in your CRM with AI, depending on what your sales workflow looks like. A great CRM app usually mixes classic functional blocks with AI-powered intelligence:
- AI-Powered Intelligence – Use Ask AI to let sales reps query their lead data conversationally, or set up Database AI Agents to perform automated competitor research or lead enrichment.
- Vibe Coding Blocks – Build complex, custom UI elements—like a custom sales commission calculator—using the AI Code block to "vibe code" exactly what you need.
- Softr Workflows – Build native automations (like automated lead assignment) that trigger notifications or sync data whenever a lead status is updated or a high-value meeting is booked.
- User Portals & Logins – Securely manage access so each sales rep only sees their own assigned accounts while managers maintain a global pipeline view.
- Forms & Data Collection – Capture leads directly from your website with custom forms, prospect surveys, and conditional qualification logic.
- Dashboards & Charts – Visualize your sales performance and revenue KPIs with real-time charts and pipeline summaries.
- Lists & Advanced Filtering – Display and manage your leads with searchable tables, kanban boards for deal stages, and detailed profile views.
Everything is built using Softr's drag-and-drop blocks, so you can create these features without writing code. Need something more custom? Use the Vibe Coding block to generate a tailored sales component with AI. And if your sales methodology changes, it's easy to update the CRM later.
Vibe coding is all about moving fast and using AI to build exactly what you need. You can "vibe code" a CRM with AI in Softr by simply describing your sales stages and contact management requirements to the AI Co-Builder. Softr then generates a production-ready app on top of a stable, secure foundation.
Unlike other tools that just generate raw, fragile code, Softr handles the "boring 80%"—like lead authentication, database logic, and permission security—natively. This means you get the speed of vibe coding without the "Day Two" headaches of managing custom code for your customer data. You describe your sales process, Softr builds it, and it’s ready for your sales team instantly.
Yes. You can manage multiple sales teams or departments in a single CRM. Each user only sees the leads and deals assigned to them, based on their login and role. This is useful for large sales organizations, multi-territory teams, or keeping your SDR and Account Executive workflows separate while sharing the same central database.
Yes, you can. You don't need to bring your lead data from somewhere else to start building with Softr. If you're starting a new sales operation from scratch, you can use Softr Databases, which is built into the platform and integrates perfectly with the CRM with AI you build.
But if you already have customer data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those too. You can also use the REST API connector to bring in contact data from other sources. Either way, you have full control over how your customer profiles and deal history are structured and displayed.
Softr Databases is the recommended native, relational data source for Softr. It is built explicitly for business apps like a CRM with AI, offering the highest performance, instant automation triggers, and a lightning-fast experience because the customer records are native to the platform.
If you already have your sales data elsewhere, Softr also connects to 17+ external data sources. You can connect to Airtable, Google Sheets, HubSpot, SmartSuite, BigQuery, and more. You can even integrate multiple data sources into the same CRM—so your dashboard could pull in marketing leads from HubSpot and contract records from Softr Databases at once. Most sources support real-time, two-way sync, so any updates to a deal's status stay in sync automatically.
Yes, Softr gives you full control over how your team experiences your CRM with AI. You can customize the layout, navigation, and lead views to match your internal sales workflow. Each page or block can be shown or hidden based on who's logged in, so every rep sees only the prospects relevant to their territory.
You can also set up different user roles, such as sales rep, manager, or ops admin—and define exactly what each role can view or edit. For example, reps can see only their assigned deals, while regional managers can manage records for their entire team. You can also create personalized views by filtering the sales pipeline based on the logged-in user.
This level of customization is especially useful when you're managing multiple teams, product lines, or high-security client data in the same app. It helps keep the CRM experience clean, secure, and tailored to each team member's goals.
Yes, you can fully white-label your CRM with AI in Softr. You can use your own logo, brand colors, fonts, and custom domain to make the CRM feel like a proprietary internal tool. You can also remove all Softr branding, so your sales team only sees your company's identity throughout the lead management experience.
Yes, you can. Softr gives you a lot of flexibility to control both the design and layout of your CRM with AI. You can adjust colors, fonts, spacing, and pipeline structure to match your brand style. You can also choose how each lead profile is laid out, decide which widgets go where, and set what different reps see when they log in.
To display your sales data, you can add different types of blocks depending on what you need:
- Table blocks – to show structured lead lists or invoice logs
- Kanban or List blocks – to move deals through stages or highlight key contact profiles
- Detail View – to show a comprehensive history of a single customer record
- Forms – for logging meeting notes or importing new leads
- Charts – to show revenue forecasts and sales performance
- Calendar blocks – to display upcoming sales calls or follow-up deadlines
If your sales process evolves, it's easy to go back and make updates to the app directly in the visual builder.
Softr is built with security in mind. All sales data is encrypted in transit (TLS) and at rest, and your CRM with AI is hosted on secure, reliable infrastructure. Softr apps also give you full control over who can see sensitive deal info. You can set up role-based permissions, manage users directly within your data source, set visibility rules for financial data, and apply global restrictions to protect proprietary lead records across your entire app.
For apps using Softr Databases, your data is stored in Softr's secure environment, with all data hosted in Europe (Germany) and SOC 2 Type II compliance. For apps connected to external data sources like Salesforce or Airtable, Softr doesn't store your data—it just displays it in real time based on your access settings. You're always in control of your pipeline data and who can view or edit it.
Softr also follows industry best practices for authentication, access control, and platform monitoring to help keep your customer intelligence safe.
It is fully production-ready. Unlike many AI tools that just "vibe code"—generating fragile, custom code for the CRM frontend that is hard to maintain—Softr builds your CRM with AI on top of a stable, business-grade foundation.
We handle the "boring 80%" (like user authentication, secure data hosting, and granular sales permissions) natively, so you don't have to. This solves the "Day Two" problem of AI: you get the speed of instant pipeline generation without the headache of managing raw, unreliable code. Your CRM is secure, scalable, and ready for your sales team to start closing deals from day one.
Softr is the first AI-native platform for building business software. Unlike pure "vibe coding" tools that generate fragile code for a CRM, or traditional no-code tools that require hours of manual field mapping, Softr's AI Co-Builder creates a CRM with AI on top of a secure, production-ready foundation.
What sets it apart is the hybrid advantage: you can use AI to generate your contact database, interface, and logic in minutes, then use visual controls for precise editing of your sales stages. You get the speed of AI with the reliability of business-grade infrastructure (auth, roles, permissions, and hosting) already built-in. It's designed for sales ops teams who want to move from a concept to a live CRM on day one.
Yes. Softr supports powerful native workflows and a wide range of integrations so you can connect your CRM with AI to the rest of your tech stack. You can automate tasks using Softr Workflows, or sync with tools like Stripe for payment status and Slack for lead alerts. Softr also supports REST API and webhooks for more advanced automation like triggering email drip campaigns.
Whether you need to send deal data to a marketing tool, trigger automations based on status changes, or display financial data from other platforms, you can build it into your CRM with AI without writing code.
Describe what you need. Softr's AI builds it in minutes. Get started free with no dev work needed.