Track leads and process sales in an AI-powered CRM with order management built with AI you customize to fit your team's workflow.


Customize your CRM with order management setup with the exact steps and views your team needs. Add features as processes evolve—no code needed.






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.
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 sales reps see leads while ops teams see order fulfillment tasks.
Give different team members tailored access and dashboards, so sales reps see leads while ops teams see order fulfillment tasks.
Streamline your internal processes with Softr Workflows. Trigger native automations for invoice generation or status updates when record data changes.
Access and update your sales pipeline or process orders on the go. All CRM apps are mobile-ready out of the box.
Use Google, email, or SSO logins to give your team fast, secure access to your CRM and order records—no IT tickets needed.
Keep internal sales and customer data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level.
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 order management in minutes with AI—no dev time or complex configuration needed.

Add features like automated invoicing or real-time sales analytics as your needs evolve—without a rebuild.

Start with a CRM, then add order trackers and client portals—all in one place, with no extra tools.
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 order management is a secure software system where your sales and operations teams can log in to track customer relationships alongside active sales orders, invoices, and fulfillment statuses. It keeps all buyer history and purchase data in one place, eliminating the need for fragmented emails or disconnected spreadsheets. This centralized approach makes it easier to stay organized and provide a seamless experience from the first lead contact to the final product delivery.
Softr is the first AI-native platform for building business software. It makes it easy to build a CRM with order management that fits the specific way your sales and fulfillment departments work together. You can describe your needs to the AI Co-Builder to instantly generate your customer database, order tracking pages, and logic—already connected and secure.
You don't need to code anything. You can start by generating with AI, using a 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 layout visually, decide who sees what (such as hiding cost margins from sales reps), and brand it to match your company. It's quick to get up and running, simple to update, and flexible enough to grow with your product catalog.
You can include a wide range of features in your CRM with order management, depending on your sales cycle. A great sales and fulfillment app usually mixes classic functional blocks with AI-powered intelligence:
- AI-Powered Intelligence – Use Ask AI to let account managers query customer purchase history conversationally, or set up Database AI Agents to automatically summarize order trends or suggest cross-sell opportunities.
- Vibe Coding Blocks – Build custom UI elements—like an interactive shipping status tracker—using the AI Code block to "vibe code" exactly what you need.
- Softr Workflows – Build native automations (like an auto-generated invoice notification) that trigger status updates or internal alerts whenever an order moves from 'Pending' to 'Shipped'.
- User Portals & Logins – Securely manage access so account managers see all their leads, while customers only see their specific order history.
- Forms & Data Collection – Capture new leads or process return requests with custom forms, document uploads, and conditional logic.
- Dashboards & Charts – Visualize your sales performance and inventory levels with real-time charts and revenue summaries.
- Lists & Advanced Filtering – Display and manage your pipeline with searchable tables, kanban boards for order stages, and detailed customer record views.
Everything is built using Softr's drag-and-drop blocks without writing code. Use the Vibe Coding block to generate a tailored SKU selector if you need something more custom. As your product line grows, it's easy to update the system later.
Vibe coding is all about moving fast and using AI to build exactly what you need for your sales operations. You can "vibe code" a CRM with order management in Softr by simply describing your sales stages and order fulfillment steps 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 user authentication, complex relational database logic, and field-level security—natively. This means you get the speed of vibe coding without the "Day Two" headaches of managing raw code. You describe your sales flow, Softr builds it, and it’s ready for your sales and warehouse teams instantly.
Yes. You can manage multiple departments, such as Sales, Finance, and Fulfillment, in a single CRM with order management. Each user only sees the content and data assigned to them, based on their login and role. For example, your sales team can manage leads, while your operations team focuses on processing orders and logistics data.
Yes, you can. You don't need to bring your data from somewhere else to start building your CRM with order management with Softr. If you're starting from scratch, you can use Softr Databases, which is built into the platform and integrates perfectly with the customer and order tracking pages you build.
But if you already have sales 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 sync with third-party ERPs. Either way, you have full control over how your customer profiles and order records are structured and displayed.
Softr Databases is the recommended native, relational data source for your CRM with order management. It is built explicitly for business apps, offering the highest performance for large order volumes, instant automation triggers for shipping notifications, and a lightning-fast experience because the data is 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 app—so your CRM could pull customer contact details from HubSpot and order history from a custom SQL database at once. Most sources support real-time, two-way sync, so updates in your CRM stay reflected in your data source automatically.
Yes, Softr gives you full control over how users experience your CRM with order management. You can customize the layout, navigation, and specific data views to match your sales and fulfillment workflow. Each page or dashboard block can be shown or hidden based on who's logged in, so a sales rep only sees their pipeline while a warehouse manager only sees pending pick-lists.
You can also set up different user roles—such as Sales Agent, Finance Manager, or Warehouse Lead—and define exactly what each role can view or edit. For example, agents can edit contact info, but only the finance role can approve an invoice. You can also create personalized views by filtering order tables based on the logged-in user's assigned territory.
This level of customization is essential when managing cross-functional teams and sensitive sales data in the same app. It helps keep the experience clean, secure, and tailored to each department.
Yes, you can fully white-label your CRM with order management in Softr. You can use your own company logo, brand colors, fonts, and a custom domain (e.g., portal.yourcompany.com) to make the CRM feel like a proprietary internal tool. You can also remove all Softr branding, ensuring your employees and partners only see your company's identity throughout the sales and fulfillment experience.
Yes, you can. Softr gives you a lot of flexibility to control the design and layout of your CRM with order management. You can adjust colors, fonts, spacing, and page structure to match your internal branding. You can also choose how each page is laid out, decide which widgets go where, and set what various team members see upon login.
To display your sales and fulfillment data, you can add different types of blocks:
- Table blocks – to show structured data like order lists, inventory counts, or sales pipelines.
- List or Card blocks – to highlight customer profiles or top-selling products.
- Detail View – to show one record at a time, such as a full view of a single order's shipping history.
- Forms – for entering new leads or submitting order change requests.
- Charts – to show revenue growth and sales KPIs.
- Calendar blocks – to display shipment deadlines or follow-up appointments.
If your sales process changes later, it's easy to go back and make updates right in the visual builder.
Softr is built with security in mind. All sales and customer data is encrypted in transit (TLS) and at rest, and your CRM with order management is hosted on secure, reliable infrastructure. Softr apps also give you full control over who can see lead details or financial records. You can set up role-based permissions, manage users directly within your data source, set visibility rules for sensitive order info, and apply global restrictions to protect proprietary data 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 sources like Airtable or SQL, Softr doesn't store your data—it just displays it in real time based on your specific access settings. Softr also follows industry best practices for authentication and platform monitoring to keep your customer information safe.
It is fully production-ready. Unlike many AI tools that just "vibe code"—generating fragile, custom code that is hard to maintain for a business-critical system—Softr builds your CRM with order management on top of a stable, enterprise-grade foundation.
We handle the "boring 80%" (like user authentication, secure hosting, and granular permissions) natively, so you don't have to worry about data leaks or broken logic. This solves the "Day Two" problem of AI: you get the speed of instant generation without the headache of managing raw, unreliable code. Your CRM is secure, scalable, and ready for your team to process real customer orders from day one.
Softr is the first AI-native platform for building business software. Unlike pure "vibe coding" tools that generate fragile code, or traditional no-code platforms that require weeks of manual configuration to link customers to orders, Softr's AI Co-Builder creates apps on top of a secure, production-ready foundation.
What sets it apart is the hybrid advantage: you can use AI to generate your CRM database, interface, and sales logic in minutes, then use visual controls for precise editing of your order workflows. 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 operations teams who want to move from an idea to a live CRM with order management on day one.
Yes. Softr supports powerful native workflows and a wide range of integrations so you can connect your CRM with order management to the rest of your tech stack. You can automate tasks using Softr Workflows, such as sending a Slack alert when a high-value order is placed, or sync with Stripe to process payments directly. Softr also supports REST API and webhooks for syncing with external inventory management systems.
Whether you need to send order data to a fulfillment house, trigger follow-up emails via Mailchimp, or display shipping updates from a carrier, you can build it into your CRM without writing code.
Describe what you need. Softr's AI builds your custom app in minutes.