Build a CRM with quoting in minutes
Manage leads, generate estimates, and track sales in an AI-powered CRM with quoting built with AI to fit your team's specific workflow.
Tailor your CRM with quoting to your needs
Customize your CRM with quoting setup with the exact steps and views your team needs. Add features as processes evolve—no code needed.
Lead and contact management
Custom quote generation
Pipeline and stage tracking
Quote approval workflows
Sales performance dashboards
Secure client quote portal
Bring all your sales data together in real time
Connect lead lists, quote history, and deal pipelines from multiple tools—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 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 and managers tailored access and dashboards, so each role sees just the leads and quotes they need.
User groups
Give different sales reps and managers tailored access and dashboards, so each role sees just the leads and quotes they need.
Automations
Streamline your sales processes with Softr Workflows. Trigger native notifications or status changes when a quote is signed or updated.
Works on any device
Access and update your CRM with quoting on the go. View pipelines and send quotes from the field—all apps are mobile-ready.
Easy, secure logins
Use Google, email, or SSO logins to give your team fast, secure access to lead data and quote history—no IT tickets needed.
Security
Keep sensitive sales data and client information 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 quoting in minutes with AI—no dev time or complex configuration needed for your sales team.
Consolidate your stack
Add features like quote approvals, automated follow-ups, or dashboards as your needs evolve—no rebuild needed.
Flexible as you grow
Start with a CRM, then add reporting, client portals, or forms—all in one place, with no extra tools to buy.
Generate a fully custom CRM with quoting 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
Create a custom CRM with quoting now — for free
Describe what you need. Softr's AI builds it in minutes. Get started free without code.