CRM

Build customizable CRM software, no code required

Manage client interactions, streamline workflows, and boost productivity with a CRM tailored to your business needs and goals.

Screenshot of a customizable CRM software user interface displaying dashboards, contact lists, and analytics panels.
customizable crm software mobile ui
Loved by 800,000+ teams around the globe
Data Management

Unify your customer data in real time

Connect spreadsheets, CRMs, and other tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your customer interactions.

Explore all data sources
Power

Custom access for every sales and support team.

Empower your sales, support, and account managers with the right access and tools in your CRM. Set up groups, permissions, and logins—no IT support needed.

Advanced permissions

Give sales reps, support agents, and managers tailored dashboards so each role sees only their relevant contacts and pipelines.

User groups

Give sales reps, support agents, and managers tailored dashboards so each role sees only their relevant contacts and pipelines.

Automations

Connect your CRM to other tools to automate follow-ups, lead assignments, and deal updates—no manual work needed.

Works on any device

Update deals or contacts on the go. Your CRM is mobile-ready for any device out of the box.

Easy, secure logins

Let your team sign in with Google, email, or SSO for fast, secure access to your CRM—no IT tickets required.

Security

Keep customer and deal data secure with SOC2 and GDPR compliance and granular access controls.

AI Magic

Put AI to work for sales teams

Sales reps can ask AI for lead insights or deal updates and get answers instantly, right inside your customizable CRM system.

Why 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.

UI screenshot of Softr drag-and-drop dashboard setup for building customizable crm software

Easy, fast setup

Launch your customizable CRM in minutes with drag-and-drop blocks and ready-made templates.

UI screenshot of Softr dashboard with resources, contacts, finances, and projects modules

Consolidate your stack

Easily update pipelines, add fields, or automate tasks as your CRM needs change—no rebuild required.

Integration logos showing Softr connected with Airtable, Notion, Google Sheets, HubSpot, SQL, Rest API, and more.

Flexible as you grow

Start with your CRM, then add client portals, forms, or dashboards—all in one place, no extra tools needed.

“We’re not coders or developers, but Softr is so easy to use and learn — it lets us run with our ideas.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals
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“With Softr we’re able to experiment and innovate at the speed of conversation, which gives users a sense of control and ownership.”
Oliver Thomas
Maker Digital Systems Architect, MIT
Read customer story
“The biggest benefit we’ve found with Softr is how customizable and flexible it is. We’ve been able to create a platform that is adapted to our fairly complicated needs.”
Isobelle Ford
Founder & Director, Skylight Ventures
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“We’ve been able to create multiple client and employee portals with Softr and it works like magic. The integration with monday.com is seamless.”
Jesuena Estoque Reimer
Founder, Mindflows
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“Building our sustainability training app on Softr let us deliver an intuitive user experience to over 5,000 professionals in days without writing a single line of code.”
Guillaume Duvernay
Growth Lead, Plan A
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“I’ve dreamed of having a client portal for probably 10 years. I tried many different tools, got frustrated, and let it go. Then I played with Softr and immediately went “this is it!”
Rebecca Berneck
CEO, Officeheads
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How It Works

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.

“Our submission process used to be on paper. Now clinics use our Softr customer portal and submit in a few clicks. It saves 3-4 hours a day of at least one employee’s time.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals

250+

veterinary clinics using the portal

600+

submissions processed per month
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Frequently asked questions

What is a customizable CRM software?
What are the benefits of building a customizable CRM software with Softr?
What types of features can I build into my customizable CRM software?
Do I need to know how to code to build a customizable CRM software in Softr?
Can I manage multiple clients or teams in the same customizable CRM software?
Which data sources does Softr support?
Can I customize the user experience and permissions?
Can I use Softr if I don’t already have my data in another tool?
Can I white-label my customizable CRM software in Softr, including using my own branding?
Can I customize the design and layout of my customizable CRM software?
How secure is my data in Softr apps?
How much does it cost to build a customizable CRM software with Softr?
How is Softr different from other no-code tools?
Can I automate workflows and integrate with other tools?

Related use cases

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