Build a CRM with project management in minutes
Track leads, manage tasks, and view project timelines in an AI-powered CRM built with AI you customize to fit your team's workflow.
Tailor your project system to your needs
Customize a CRM with project management that looks sleek and modern out of the box. Add only the features you need, and iterate as you grow.
Lead and contact management
Project pipeline tracking
Client task assignment
AI data insights
Document and brief uploads
Internal workflow notifications
Bring all your project and client data together
Connect contacts, project timelines, and task lists with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Custom access for every team. Built-in security.
Give each teammate the right CRM and project tools. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give managers, sales reps, and coordinators tailored access and dashboards, so each role sees just the projects and tasks they need.
User groups
Give managers, sales reps, and coordinators tailored access and dashboards, so each role sees just the projects and tasks they need.
Automations
Streamline your processes with Softr Workflows. Trigger native notifications based on project status changes or new lead arrivals to keep operations moving.
Works on any device
Access and update your CRM with project management on the go. All apps are mobile-ready out of the box for quick task updates in the field.
Easy, secure logins
Use Google, email, or SSO logins to give your team fast, secure access to projects and client data—no IT tickets needed.
Security
Keep internal client and project data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level.
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 with project management in minutes with AI—no manual setup needed for leads or task tracking.
Consolidate your stack
Add features like client brief uploads, task assignments, or pipeline notifications as your workflows evolve.
Flexible as you grow
Start with a CRM, then add project dashboards, portals, or calendars—all in one place with no extra tools.
Generate a custom CRM with project management 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 with project management
Describe what you need. Softr's AI builds your custom CRM with project management in minutes.