Build a CRM with workflow automation
Track leads, score deals, and trigger task follow-ups in an AI-powered CRM built with AI you customize to fit your sales workflow.
Tailor your CRM with workflow automation
Customize your CRM with workflow automation setup with the exact stages and views your team needs. Add features as sales processes evolve.
Lead and contact management
Sales pipeline stage tracking
Automated lead notifications
AI lead scoring enrichment
Sales performance reporting
Task and follow-up scheduling
Bring all your sales data together in real time
Connect spreadsheets, existing CRMs, and lead databases 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 sales 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 tailored access and performance dashboards, so each role sees just the leads and tasks that matter to them.
User groups
Give different sales reps tailored access and performance dashboards, so each role sees just the leads and tasks that matter to them.
Automations
Streamline your sales processes with Softr Workflows. Trigger native notifications based on lead status changes or lead scoring updates.
Works on any device
Access and update your sales pipeline on the go. Update lead details or log calls from the field because all apps are mobile-ready.
Easy, secure logins
Use Google, email, or SSO logins to give your sales team fast, secure access to the CRM—no IT support tickets needed.
Security
Keep sensitive customer data and sales figures 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 workflow automation in minutes with AI—no dev time or complex configuration needed.
Consolidate your stack
Add features like lead enrichment, score tracking, or follow-up automations as your needs evolve.
Flexible as you grow
Start with a CRM, then add sales dashboards, pipelines, or lead forms—all in one place with no extra tools.
Generate a custom CRM with workflow automation 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 workflow automation
Describe your sales process. Softr's AI builds your CRM and automations in minutes—no code required.