Build a customizable CRM for small business
Manage leads, track pipelines, and automate follow-ups in an AI-powered CRM built with AI you customize to fit your business workflow.
Build exactly what your business needs
Customize your customizable CRM for small business with the exact steps and views your team needs. Add features as processes evolve.
Centralized lead tracking
Customer profile management
Sales pipeline visualizer
Automated follow-up alerts
AI-powered sales insights
Custom document attachments
Bring all your customer data together in real time
Connect spreadsheets, CRMs, and other systems 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 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 or managers tailored access and dashboards, so each role sees just the pipeline and insights they need.
User groups
Give different sales reps or managers tailored access and dashboards, so each role sees just the pipeline and insights they need.
Automations
Streamline your sales processes with Softr Workflows. Trigger native automations for follow-up reminders or status changes to keep deals moving.
Works on any device
Access and update your CRM on the go. All apps are mobile-ready out of the box, perfect for sales teams in the field.
Easy, secure logins
Use Google, email, or SSO logins to give your team fast, secure access to customer records—no IT tickets needed.
Security
Keep internal deal data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your business tool.
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 in minutes with AI. No dev time or complex configuration—just describe your sales process.
Consolidate your stack
Add features like lead scoring, reporting, or automated alerts as your team grows—without starting from scratch.
Flexible as you grow
Start with a CRM, then add internal tools, dashboards, or client portals—all in one place with no extra costs.
Generate a fully custom CRM with AI in minutes
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 customizable CRM for small business
Describe what you need. Softr's AI builds your custom CRM in minutes without code.