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


Build a CRM that fits your team’s unique workflows. Add only the features you need now, and adjust as your sales process changes—no code required.
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.
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.
Give sales reps, support agents, and managers tailored dashboards so each role sees only their relevant contacts and pipelines.
Give sales reps, support agents, and managers tailored dashboards so each role sees only their relevant contacts and pipelines.
Connect your CRM to other tools to automate follow-ups, lead assignments, and deal updates—no manual work needed.
Update deals or contacts on the go. Your CRM is mobile-ready for any device out of the box.
Let your team sign in with Google, email, or SSO for fast, secure access to your CRM—no IT tickets required.
Keep customer and deal data secure with SOC2 and GDPR compliance and granular access controls.
Sales reps can ask AI for lead insights or deal updates and get answers instantly, right inside your customizable CRM 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.
Launch your customizable CRM in minutes with drag-and-drop blocks and ready-made templates.
Easily update pipelines, add fields, or automate tasks as your CRM needs change—no rebuild required.
Start with your CRM, then add client portals, forms, or dashboards—all in one place, no extra tools needed.
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 customizable CRM software is a flexible platform that lets you manage relationships, workflows, and communications with your contacts, leads, and customers—all tailored to how your team works. Instead of settling for a one-size-fits-all solution, you can adjust data fields, views, and processes to fit your unique sales, support, or project pipeline. Everything is organized in one place, so your team can stay on top of client interactions and tasks without juggling spreadsheets or multiple tools.
Softr makes it easy to build a CRM system that matches your specific workflows—without needing to code. You can connect your existing data sources, like Airtable, HubSpot, Notion, monday.com, or SQL, and set up a CRM where your team can track leads, update deals, manage contacts, and automate follow-ups, all in one central hub.
You have complete control over the layout, user roles, and branding, so your CRM reflects your organization’s needs and style. It’s quick to get started, easy to update as your process evolves, and flexible enough to support different departments or use cases. Everything stays organized and looks polished, helping your team stay focused and productive.
You can tailor your CRM with a variety of features, depending on your team’s workflow. Some of the most popular options include:
\- User logins – so each team member can access their relevant accounts or pipelines
\- Custom dashboards – to visualize sales funnels, deal status, or team performance
\- Forms – for adding new contacts, logging activities, or collecting feedback
\- File sharing – to upload and access documents related to clients or deals
\- Search and filters – for quickly finding contacts, deals, or tasks
\- Tables, lists, and detail views – to organize leads, opportunities, or support tickets
\- Comments or status updates – for team collaboration and keeping communication centralized
\- Charts – to track sales metrics, conversion rates, or KPIs
\- Calendar view – for meetings, follow-ups, or important deadlines
\- Permissions and roles – so each team member only sees what’s relevant to them
All of these features can be created using Softr’s drag-and-drop editor, so you don’t need to code. And if your process changes, it’s easy to modify your CRM at any time.
No coding is necessary. You can build your customizable CRM software entirely using Softr’s visual editor. You can design the layout, set up workflows, and manage permissions—everything is handled without writing any code.
Yes. You can manage multiple clients or teams within a single customizable CRM software instance. Each user only sees the data and modules assigned to them, based on their role and login. This setup is ideal for agencies, consultancies, or any organization that needs to oversee several customer relationships or internal teams from one centralized dashboard.
Softr supports a broad range of data sources for your customizable CRM software. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. It's also possible to import data from other systems using the REST API.
You aren't limited to just one source. Multiple data sources can be integrated into the same CRM so you can view and manage, for example, both your customer contacts from Airtable and your sales opportunities from HubSpot together. Most integrations support real-time, two-way sync so your CRM and data sources are always aligned.
Yes, Softr gives you complete control over the look, feel, and permissions in your customizable CRM software. You can tailor the layout, navigation, and modules to match your organization's branding and workflow. Each page or block can be made visible or hidden depending on who’s logged in, ensuring every user only sees information relevant to their role.
You can define various user roles, like admin, sales rep, or support agent, and set exactly what each role can view or update. For example, sales reps might only see their own leads, while managers have access to all records. You can also filter data and create custom dashboards for individual users. This flexibility helps keep your CRM organized, secure, and tailored to everyone’s needs.
Absolutely! You don’t need to start with existing data to build your customizable CRM software with Softr. If you’re creating your CRM from scratch, you can simply use Softr Databases, which is built right into the platform and works seamlessly with the features you set up.
If you do have data in solutions like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, those can be connected as well. You can also bring in data from other sources using the REST API connector. This flexibility lets you fully control how you organize and present your records and workflows in your CRM.
Yes, you can fully white-label your customizable CRM software built with Softr. You can use your own logo, brand colors, fonts, and even set up a custom domain so your CRM feels like a seamless extension of your organization. You also have the option to remove all Softr branding, so your team and users only interact with your company’s identity throughout the platform.
Absolutely. Softr provides you with extensive flexibility to tailor both the design and layout of your customizable CRM software. You can control colors, fonts, spacing, and page structure to align with your branding. You’re able to arrange pages, place various blocks where you need them, and set visibility rules so different user roles see relevant features and data when they log in.
To display your CRM data, you can use different types of blocks depending on your use case:
\- Table blocks – for structured CRM data like leads, deals, or contacts
\- List or Card blocks – to highlight account summaries, opportunities, or team members
\- Detail View – to show individual records, such as a contact or company profile
\- Forms – for capturing new leads or updating records
\- Charts – to visualize sales pipelines or performance metrics
\- Calendar blocks – for managing meetings, tasks, or follow-ups
If your needs change, it’s easy to go back and make updates directly in the visual builder.
Softr takes security seriously. All your CRM data is encrypted in transit (TLS) and at rest, and your customizable CRM software is hosted on secure, reliable infrastructure. You have full control over data access using role-based permissions, visibility rules, and user management—so you decide who can see or edit specific CRM information.
If your CRM is connected to external data sources like Airtable, Notion, or SQL, Softr does not store your data—it simply displays it in real time based on your permission settings. You always stay in control of your CRM data.
Softr also uses industry-standard best practices for authentication, access control, and continuous platform monitoring to help keep your CRM secure.
You can start building your customizable CRM software for free. Softr’s Free plan lets you launch one app with up to 10 users and 2 user groups, and you can connect to standard data sources like Softr Databases, Airtable, and Google Sheets.
If your CRM needs to support more users or advanced features, there are several paid plans available to fit different requirements. You can see the full details at: <http://softr.io/pricing>
Softr is designed to help you quickly create fully functional, user-friendly apps—like customizable CRMs, client portals, and internal tools—without writing any code or relying on developers. What makes Softr stand out is its speed from concept to working app, and how well it integrates with your existing data sources.
While some no-code platforms focus on mobile apps (like Glide) or are more developer-centric (like Retool), Softr is built for non-technical teams who want total control over layout, user experience, and permissions. You can connect real-time data from Airtable, Google Sheets, Softr Databases, or SQL, and build secure, branded CRM solutions for your team or clients to use.
Everything is customizable visually—from data structure and design to access rules. With built-in features like user roles, forms, conditional logic, and API support, there’s no need to piece together multiple tools to deliver a polished CRM experience.
Yes, Softr makes it easy to automate workflows and connect your customizable CRM software to other tools you use. You can integrate with platforms like Stripe for billing, Intercom for support, and automate processes using Zapier, Make, or N8N. Softr also supports REST API and webhooks for more advanced automations.
Whether you need to sync CRM data with other systems, trigger actions based on user updates, or pull in information from other applications, you can set it up from within your CRM—no coding required.