Manage customer interactions, streamline workflows, and enhance service quality with a customizable ERP tailored to your team's needs


Set up a customer service ERP that matches your team’s workflow. Add only the features you need now, and adjust as your needs change.
Connect spreadsheets, ticketing systems, and CRMs with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your customer interactions.
Empower your support, sales, and service teams with secure access to customer data and workflows. Set up logins, roles, and permissions—no IT required.
Segment your customer service team into user groups—give each team or department tailored dashboards and access.
Segment your customer service team into user groups—give each team or department tailored dashboards and access.
Connect with tools like Make, Zapier, or N8N to automate ticket routing, status updates, or follow-up reminders.
Access your ERP from desktop or mobile—teams can manage tickets and customer info wherever they are.
Enable fast, secure sign-ins with Google, email, or SSO—minimize IT support tickets and access issues.
Protect sensitive customer data with SOC2 and GDPR compliance, plus fine-tuned access control at every level.
Support reps can ask AI for order info, ticket status, or customer details—answers delivered right inside your ERP system.
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.
Quickly launch your customer service ERP with drag-and-drop tools and ready templates—no coding needed.
Easily add ticketing, workflow automation, or reporting as your service needs expand—no rebuilds.
Manage customer data, requests, and team tools in one ERP—no need for extra platforms or logins.
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.
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.
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.












A customer service ERP is a centralized platform that helps your support team manage customer interactions, tickets, case histories, and service requests. It brings together all your customer service data in one secure space, so your team can streamline workflows, track progress, and respond to customers more efficiently. This keeps everything organized and ensures your support team can deliver a consistent, high-quality experience.
Softr makes it easy to build a customer service ERP tailored to your support processes. You can connect your existing databases—like Airtable, Notion, Hubspot, monday.com, or SQL—and create a portal where your team can view tickets, monitor interactions, update case statuses, and access important customer details, all in one place.
You don’t need to write any code. You can start from a template or design your own solution, customize layouts, set up permissions, and brand your ERP to fit your company. Softr’s platform is quick to launch, simple to update, and flexible enough to scale with your growing support needs.
You can include a wide range of features in your customer service ERP, depending on your support workflow. Some of the most common ones include:
\- User logins – so each team member can securely access their assigned tickets or data
\- Custom dashboards – to display ticket status, KPIs, or customer satisfaction metrics
\- Forms – for logging new cases, feedback, or internal notes
\- File sharing – so your team can upload and download attachments or knowledge base articles
\- Search and filters – to help users quickly find tickets or customer records
\- Tables, lists, and detail views – to organize tickets, customer info, or service requests
\- Comments or status updates – for keeping communication about each case centralized
\- Charts – to visualize trends, response times, or case volumes
\- Calendar view – for tracking deadlines, follow-ups, or scheduled callbacks
\- Permissions and roles – so agents, managers, and admins access only what they need
All these features can be built using Softr’s drag-and-drop blocks, so you don’t need to code. If your processes change, updating your ERP is straightforward.
No coding is required. You can create your entire customer service ERP using Softr’s visual editor. Everything—from configuring workflows to setting up user permissions—can be customized without needing to write any code.
Yes. You can manage multiple customer accounts, departments, or support teams within the same customer service erp. Each user only sees the tickets, conversations, and resources assigned to them based on their login and role. This is especially useful for companies handling support across several products or divisions, allowing for organized and secure access for everyone involved.
Softr supports a wide range of data sources, making it flexible for your customer service erp needs. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, ClickUp, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. Data from other sources can be brought in using the REST API.
You’re not limited to one source—you can integrate multiple data sources into the same erp and display them together. For example, you could pull in ticket data from Airtable and contact information from HubSpot, all in one place. Most sources support real-time, two-way sync, so your erp stays updated automatically.
Yes, Softr gives you full control over the user experience and permissions in your customer service erp. You can customize the layout, navigation, and content to reflect your company’s brand and customer support processes. Each page or section can be shown or hidden depending on who’s logged in, so each support agent, manager, or customer sees only what's relevant to them.
You can also set up user roles, such as support agent, admin, or customer, and specify exactly what each role can view or edit. For instance, agents might see only their assigned tickets, while admins can access all records. Personalized views are also possible by filtering data based on the logged-in user. This flexibility helps you keep your erp secure, efficient, and tailored to every user’s needs.
Yes, you can. You don’t need to have existing data in another system to start building your customer service erp with Softr. If you’re starting from scratch, you can use Softr Databases, which are built into the platform and work seamlessly with your customer service workflows.
But if you already manage support data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. You can also use the REST API connector to bring in data from other sources. Whether you start fresh or migrate, you have full control over how your support data is structured and displayed in your erp.
Yes, you can fully white-label your customer service erp in Softr. You can use your own logo, brand colors, fonts, and custom domain to make the erp feel like a natural extension of your organization. You can also remove all Softr branding, so your support team and users only see your company’s identity throughout the entire experience.
Yes, you can. Softr gives you a lot of flexibility to control both the design and layout of your customer service erp. You can adjust colors, fonts, spacing, and page structure to match your support brand. You can also choose how each page is organized, decide which blocks go where, and set what different user roles see when they log in.
To display your data, you can add different types of blocks depending on what you need:
\- Table blocks – for structured data like support tickets, customer requests, or agent assignments
\- List or Card blocks – to highlight customer profiles, FAQs, or service categories
\- Detail View – to show one ticket or request at a time, such as a case dashboard
\- Forms – for collecting new tickets or feedback
\- Charts – to visualize metrics like response times or ticket volume
\- Calendar blocks – to display deadlines, follow-ups, or team schedules
If your content or design needs change later, it’s easy to go back and make updates right in the visual builder.
Softr is built with security in mind. All data is encrypted in transit (TLS) and at rest, and your apps are hosted on secure, reliable infrastructure. For your customer service erp, Softr also gives you full control over who can see and do what in your app. You can set up role-based permissions for agents, managers, or customers, manage users directly within your data source, set visibility rules, and apply global restrictions to protect sensitive support data across your entire app.
For apps connected to external data sources like Airtable, Notion, or SQL, Softr doesn’t store your data—it just displays it in real time based on your access settings. You’re always in control of your data and who can view or edit it.
Softr also follows industry best practices for authentication, access control, and platform monitoring to help keep your information safe.
You can get started for free. Softr’s Free plan lets you publish one app with up to 10 app users and 2 user groups, and includes support for all standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your customer service erp needs more users or features, here’s how the paid plans stack up: <http://softr.io/pricing>
Softr is built to make it easy to create fully functional, user-facing apps—like customer service erps, help desks, and internal support tools—without needing to write code or rely on developers. What sets it apart is how quickly you can go from idea to working app, and how well it connects with your existing data.
Unlike some no-code tools that focus on mobile apps (like Glide) or are more dev-oriented (like Retool), Softr is designed for non-technical teams who want full control over layout, user experience, and permissions. You can build on top of real-time data from tools like Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded apps that your support teams and customers can log into.
You can customize everything visually—from content and design to who sees what. And because Softr includes things like user roles, forms, conditional logic, and API support out of the box, you don’t need to patch together multiple tools to launch something polished.
Yes. Softr supports a wide range of integrations so you can connect your customer service erp to the rest of your tech stack. You can sync with tools like Slack for notifications, Intercom for chat, and automate tasks using Zapier, Make, and N8N. Softr also supports REST API and webhooks for more advanced workflows.
Whether you need to send ticket updates to another system, trigger automations based on support actions, or display information from other tools, you can build it into your customer service erp, without writing code.