Customizable CRM for small business, no code required
Manage customer relationships, streamline operations, and grow your business with a flexible CRM tailored to your small business needs.
Build exactly what your business needs
Set up a CRM with just the features your small business needs. Adjust your setup as your team grows and your workflows change—no code required.
Lead capture and tracking
Pipeline management
Contact and company management
Task assignment and follow-ups
Custom reporting and analytics
Email integration and templates
Unify your customer data 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 small business.
A customizable CRM for every small business team.
Empower your small business with a secure, branded CRM. Set up tailored logins, user groups, and granular permissions—no IT team required.
Advanced permissions
Provide sales reps, managers, or admins with dashboards that show just what each needs for efficiency.
User groups
Provide sales reps, managers, or admins with dashboards that show just what each needs for efficiency.
Automations
Connect with Make, Zapier, or N8N to automate follow-ups, lead assignments, and task reminders to save time.
Works on any device
Access your CRM on mobile or desktop. All features are mobile-ready so your team can update records anywhere.
Easy, secure logins
Let your team log in quickly with Google, email, or SSO for fast, secure access—no need for tech support.
Security
Keep customer and deal data protected with SOC2 and GDPR compliance and detailed access controls.
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An AI assistant for your sales
Let your team ask AI about leads, contacts, or deals—get instant answers from your CRM, right inside your sales portal.
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
Launch your small business CRM in minutes with simple drag-and-drop and built-in templates.
Consolidate your stack
Easily add pipelines, contacts, or automations as your customer management needs change.
Flexible as you grow
Start with your CRM, then add invoicing, forms, or portals—all in one place, no extra tools needed.
Build a fully custom CRM for small business 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
Build your CRM for small businesses today