Build your own custom CRM, no code required
Manage leads, track interactions, and optimize processes with a flexible CRM tailored to your business needs and workflows.
Customize your CRM around your processes
Build a CRM with only the features and views your team needs. Adapt your workflows anytime, so your CRM evolves as your business does.
Lead capture and tracking
Pipeline and deal management
Contact and company records
Task and activity tracking
Email logging and notes
Custom reporting and filters
Bring all your client interactions together
Connect spreadsheets, CRMs, and project management tools with real-time sync—or manage everything in Softr Databases. Centralize client and workflow data seamlessly.
Custom access for every team. Built-in security, no dev time.
Empower your sales and support teams with the right CRM tools and access. Set up secure logins, user groups, and permissions—no IT help required.
Advanced permissions
Give sales reps, managers, and support teams customized dashboards, so everyone sees relevant CRM information.
User groups
Give sales reps, managers, and support teams customized dashboards, so everyone sees relevant CRM information.
Automations
Integrate with Make, Zapier, or N8N to automate CRM tasks like follow-ups, lead assignment, and notifications.
Works on any device
Access your CRM on desktop or mobile. All tools are mobile-ready so your team can update info on the go.
Easy, secure logins
Enable secure logins via Google, email, or SSO, giving your team quick access to CRM data—no IT tickets needed.
Security
Keep your customer information secure with SOC2 and GDPR compliance, plus robust access controls for CRM data.
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An AI assistant for your sales CRM
Sales teams can ask AI about leads, deals, or contacts—getting answers instantly, right inside your custom CRM on Softr.
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
Spin up your custom CRM in minutes with drag-and-drop blocks and ready-made templates.
Consolidate your stack
Add fields, pipelines, or integrations as your CRM processes change—no starting over needed.
Flexible as you grow
Begin with your CRM, then add dashboards or client portals—all managed in one unified platform.
Build a fully custom CRM in minutes
Connect to your data in seconds
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.
Customize layout and logic
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.
Publish and launch
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.
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Frequently asked questions
Launch your custom CRM today