Build your own dropbox crm, no code required
Organize contacts, track interactions, and streamline workflows with a customizable CRM tailored to your Dropbox-based processes.
Customize your CRM around your processes
Build a Dropbox-connected CRM with the views and functions your team needs. Add features as your workflow evolves—no code required.
Contact management
File and document linking
Deal pipeline tracking
Task and activity monitoring
Team collaboration
Automated notifications
Bring all your client data together in real time
Connect spreadsheets, CRM systems, and file storage with real-time sync—or manage everything in Softr Databases. Centralize client and project workflows.
Custom access for every team. Built-in security, no dev time.
Give your sales, support, and management teams the right tools and access to manage leads and customers. Set up secure logins, user groups, and permissions in minutes.
Advanced permissions
Create tailored dashboards for sales reps, managers, or support agents so everyone sees the info they need.
User groups
Create tailored dashboards for sales reps, managers, or support agents so everyone sees the info they need.
Automations
Connect with Make, Zapier, or N8N to automate follow-ups, reminders, and pipeline updates.
Works on any device
Access your CRM and update contacts or deals from any device. Everything is mobile-ready by default.
Easy, secure logins
Let your team log in quickly using email, Google, or SSO for fast and secure access to CRM data.
Security
Protect sensitive customer data with SOC2 and GDPR compliance, plus robust access control for all CRM users.
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An AI assistant for your sales
Let sales teams ask AI about leads, deals, or contacts—answers come fast, right inside your CRM built with 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.
Easy, fast setup
Launch your Dropbox CRM quickly with drag-and-drop blocks and CRM-ready templates.
Consolidate your stack
Easily add team workflows, file integration, or custom fields as your Dropbox CRM needs change.
Flexible as you grow
Manage contacts, files, and team collaboration in one CRM—no extra tools or logins needed.
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.
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Frequently asked questions