Build a document management CRM in minutes
Centralize contacts, handle secure file uploads, and manage approval workflows in an AI-powered document management CRM built with AI.
Build exactly what your business needs
Customize your document management CRM setup with the exact steps and views your team needs. Add features as processes evolve—no code needed.
Centralized contact records
Secure file uploads
Document approval workflows
Automated document notifications
AI-powered document indexing
Role-based document access
Bring all your client data together in real time
Connect spreadsheets, CRMs, and file 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 documents and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give different team members tailored access and dashboards, so each role sees just the client records and files they need.
User groups
Give different team members tailored access and dashboards, so each role sees just the client records and files they need.
Automations
Streamline your internal processes with Softr Workflows. Trigger native notifications for document approvals or status changes to keep operations moving.
Works on any device
Access and update your document management CRM on the go. All apps are mobile-ready out of the box for document reviews anywhere.
Easy, secure logins
Use Google, email, or SSO logins to give your team fast, secure access to your document database—no IT tickets needed.
Security
Keep internal data and client files safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level.
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 document management CRM in minutes with AI—no manual setup or complex configuration needed.
Consolidate your stack
Add features like document approvals, indexing, or notifications as your workflows evolve—no rebuild needed.
Flexible as you grow
Start with a CRM, then add client portals or internal dashboards—all in one place with no extra tools.
Generate a custom document management CRM with AI
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 document management CRM
Describe what you need. Softr's AI builds your document management CRM without code in minutes.