Manage leads, automate workflows, and streamline processes with a customizable CRM tailored to your business needs and goals.


Choose just the features and automations your team needs. Update your CRM as your workflows change—no code required, only what fits you.
Connect spreadsheets, CRMs, and other systems with real-time sync—or manage everything in Softr Databases. Streamline client interactions and workflows in one place.
Empower your sales and support teams with the right CRM tools and data access. Set up secure logins, user groups, and CRM-specific permissions—no IT support needed.
Give sales, support, or marketing teams tailored dashboards—each role gets the CRM data and tools they need.
Give sales, support, or marketing teams tailored dashboards—each role gets the CRM data and tools they need.
Connect with tools like Make, Zapier, or N8N to automate lead routing, follow-ups, and other repetitive CRM tasks.
Access CRM data and manage relationships on the go. All CRM tools are mobile-ready by default.
Let your team log in with Google, email, or SSO for secure, hassle-free CRM access.
Keep your customer data safe with SOC2 and GDPR compliance, plus fine-tuned access controls.
Let your sales team ask AI about leads, deals, or follow-ups—AI answers instantly from your CRM, right inside your workspace.
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.
Set up your automated CRM in minutes using drag-and-drop blocks—no coding required.
Add automations, integrations, or new pipelines as your CRM needs change—no starting over.
Start with your CRM, then add forms, automations, or portals—all in one place, no extra tools.
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.
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.
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.












A CRM with automation is a system where your team can manage all customer relationships and automate routine processes in one place. With this setup, you can track leads, manage deals, send automated follow-ups, and monitor customer interactions—all from a single platform. This helps you stay organized, reduce manual work, and deliver a more consistent experience to your customers.
Softr makes it simple to set up a CRM with automation that matches your team’s workflow. You can connect your existing data sources—like Airtable, Hubspot, Notion, monday.com, SQL, and more—and build a workspace where your team can manage contacts, deals, and tasks, and trigger automated emails or reminders, all in one place.
You don’t need to code anything. You can start with a template or build from scratch, customize layouts, control who can see or edit what, and brand the CRM to fit your company. It’s fast to launch, easy to update, and flexible enough to scale as your process evolves. Softr helps everything stay organized and look professional.
You can add a variety of features to your CRM with automation, tailored to your team’s needs. Some popular options include:
\- User logins – so team members can securely access their accounts and data
\- Custom dashboards – to show sales pipelines, activity metrics, or deal progress
\- Forms – for adding new leads, updating contact info, or logging calls
\- Automated workflows – for sending follow-up emails, assigning tasks, or updating statuses
\- Tables, lists, and detail views – to organize contacts, companies, deals, and tasks
\- Search and filters – to quickly find records or segment your data
\- File sharing – for storing proposals, contracts, or notes
\- Comments or status updates – to keep team collaboration in one place
\- Charts – to visualize sales performance, conversion rates, or pipeline health
\- Calendar view – for tracking meetings, deadlines, or follow-ups
\- Permissions and roles – so users only see and edit what they’re allowed to
All these features are built using Softr’s drag-and-drop tools, so you can set them up without any coding. You can also update your CRM as your processes change.
No coding is required. You can build your CRM with automation entirely using Softr’s visual editor. Everything from data organization to automation workflows and user permissions can be set up without writing a single line of code.
Yes. You can manage multiple clients or teams within a single crm with automation setup. Each user only has access to the data and workflows specifically assigned to them, based on their login and role. This is especially helpful for organizations or service providers who need to streamline communication, processes, and data management for different clients or departments—all from one place.
Softr supports a broad range of data sources for your crm with automation. You can connect directly to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, ClickUp, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. It’s also possible to bring in data from almost any other tool using the REST API connector.
You’re not limited to just one source—you can combine multiple data sources in your crm setup, displaying information from various platforms side by side. Most sources also support real-time, two-way sync, so data stays up-to-date across your automated workflows.
Yes, Softr gives you full flexibility to tailor the user experience and permissions within your crm with automation. You can adjust the layout, navigation, and content to fit your team’s processes and brand identity. Every page or block can be shown or hidden based on who’s logged in, ensuring each user only sees information and automation relevant to their responsibilities.
You can also define specific user roles—such as sales rep, manager, or admin—and set exactly what each role can view or edit. For example, individual users can access only their assigned leads or tasks, while admins can oversee all records and automation settings. You can even create personalized dashboards or views by filtering data for each logged-in user. This level of control helps keep your crm organized, secure, and efficient for every team member.
Yes, you can. There's no need to have your data in another platform to get started with Softr for your crm with automation. If you’re starting from scratch, you can use Softr Databases, which is built directly into the platform and works seamlessly with your automated crm workflows.
However, if you do have existing data in Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. You can even use the REST API connector to integrate with other sources. Either way, you have complete control over how records and automation rules are structured in your crm.
Yes, you can fully white-label your CRM with automation in Softr. You can use your own logo, brand colors, fonts, and custom domain to make the CRM feel like a natural extension of your organization. All Softr branding can be removed, so your team and users only see your company’s identity throughout the CRM experience.
Absolutely. Softr gives you comprehensive control over the design and layout of your CRM with automation. You can fine-tune colors, fonts, spacing, and page structures to reflect your brand guidelines. Each page can be arranged as you like, letting you decide where key modules, pipelines, or automation blocks should appear, and you can tailor visibility for different user roles.
To present your CRM data, you can add various blocks depending on your needs:
\- Table blocks – for managing leads, contacts, deals, or task lists
\- List or Card blocks – for showcasing accounts, opportunities, or pipeline stages
\- Detail View – to display individual contact or account records
\- Forms – for lead capture or updating records
\- Charts – to visualize sales metrics or automation outcomes
\- Calendar blocks – to track meetings, follow-ups, or deadlines
If your CRM needs change down the line, it’s straightforward to modify layouts or workflows directly in the visual builder.
Softr is designed with security as a priority. All data in your CRM with automation is encrypted both in transit (TLS) and at rest, and your CRM is hosted on reliable, secure infrastructure. You have granular control over access—set up role-based permissions, manage users through your data source, adjust visibility rules, and apply global restrictions to safeguard sensitive CRM information.
If your CRM pulls data from external sources like Airtable, Notion, or SQL, Softr doesn’t store your data; it displays it in real time based on your security settings. You remain in full control of who can view or edit each record.
Softr also adheres to industry best practices for authentication, access management, and ongoing platform monitoring to keep your data safe.
You can get started with your CRM with automation for free. Softr’s Free plan allows you to publish one app with up to 10 users and 2 user groups, and supports all main data sources like Softr Databases, Airtable, Google Sheets, and more.
If your CRM requires more users, advanced automation, or premium features, you can explore Softr’s paid plans: <https://softr.io/pricing>
Softr makes it easy to build fully functional, user-facing solutions—like CRMs with automation, internal tools, and portals—without any coding. What sets it apart is how quickly you can go from an idea to a working CRM, and how seamlessly it integrates with your live data.
Compared to other no-code platforms that are often focused on mobile apps (like Glide) or are more developer-centric (like Retool), Softr is designed for non-technical teams who want total control over design, user experience, and permissions. You can build your CRM on top of real-time data from tools like Airtable, Google Sheets, Softr Databases, or SQL, creating a secure, branded CRM that your team can access.
Everything is customizable visually—from automation workflows and content to user access. Since Softr includes features like user roles, conditional logic, and API support out of the box, you won’t need to combine multiple tools to launch your automated CRM.
Yes, you can. Softr supports a variety of integrations so you can connect your CRM with automation to other tools in your workflow. Automate tasks with Zapier, Make, or N8N, and integrate with services like Stripe for payments or Intercom for communication. Softr also supports REST API and webhooks for custom or advanced automations.
Whether you want to send CRM updates to another platform, trigger automated follow-ups, or display information from external tools, you can easily build it into your CRM—all without writing code.