Manage customer relationships, streamline workflows, and enhance team collaboration with a custom CRM tailored to your business needs.


Set up a CRM that matches your team’s workflow. Add only the views and features you need now, and adapt as your process changes—no code required.
Connect spreadsheets, CRMs, and other systems with real-time sync—or manage everything in Softr Databases. Keep customer, lead, and workflow data in one centralized place.
Equip your sales, support, and marketing teams with the right CRM access and tools. Set up secure logins, user groups, and permissions—no IT work required.
Give each team tailored dashboards and access, so everyone works with the data and tools they need most.
Give each team tailored dashboards and access, so everyone works with the data and tools they need most.
Connect with tools like Make, Zapier, or N8N to automate lead flows, follow-ups, and routine CRM tasks.
Manage leads and deals on desktop or mobile—your CRM is ready to go wherever your team is.
Allow your team to log in securely with Google, email, or SSO—get started fast with no IT tickets.
Keep contact and sales data protected. Softr is SOC2 and GDPR compliant with strong access controls.
Sales teams can ask AI for deal status, contact info, or insights—answers appear instantly, right inside your CRM platform.
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.
Set up your easy-to-use CRM in minutes with simple drag-and-drop blocks and templates.
Add features like custom fields, reminders, or pipelines as your CRM needs change—no starting over.
Manage contacts, tasks, and reports in one CRM—no need for extra tools or switching tabs.
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.












An easy to use CRM (Customer Relationship Management) system is a tool that helps you organize, track, and manage interactions with leads, customers, and your entire sales pipeline. With a simple CRM, you can see all your contacts, deals, notes, and communications in one place. This makes it straightforward to stay on top of follow-ups, never miss an opportunity, and keep your workflow running smoothly—without needing to juggle spreadsheets or scattered notes.
Softr makes it simple to build a CRM that fits your sales process perfectly. You can connect your data from tools like Airtable, HubSpot, Notion, monday.com, SQL, and more, and set up a CRM where your team can log in, update records, manage deals, and track customer information all in one place.
There’s no coding required. You can choose a template or create your CRM from scratch, easily adjust the layout, control who can see or edit certain data, and customize branding. It’s quick to launch, simple to maintain, and flexible enough to adapt as your business grows—so your team can focus on building relationships, not wrestling with complicated software.
You can add a variety of features to your easy to use CRM, depending on your team’s workflow. Popular options include:
\- User logins – so each team member can securely access the CRM
\- Custom dashboards – to track deals, sales goals, or activity
\- Forms – for adding new contacts, leads, or notes quickly
\- File sharing – upload and store contracts, proposals, or supporting documents
\- Search and filters – to quickly find contacts, deals, or records
\- Tables, lists, and detail views – to manage pipelines, accounts, or tasks
\- Comments or status updates – to keep communication on each deal organized
\- Charts – to visualize sales performance or progress
\- Calendar view – for meetings, follow-ups, or key milestones
\- Permissions and roles – so everyone sees only what they need
Everything is built with Softr’s drag-and-drop blocks, so you can create these features without writing any code. If your process changes, you can easily update your CRM to match.
No coding is needed. You can build your entire easy to use CRM using Softr’s visual editor. From layouts to permissions, everything can be customized and updated without writing a single line of code.
Yes. You can manage multiple contacts, leads, or sales teams within a single easy to use crm. Each user only sees the records and information assigned to them, based on their login and role. This makes it simple to keep track of different pipelines, team activities, or client relationships all in one place, whether you're working as a solo user or as part of a larger sales team.
Softr supports a wide range of data sources for your easy to use crm. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also bring in data from other sources using the REST API.
You’re not limited to just one. You can integrate multiple data sources into the same crm and display them together—so you might track sales activity from Airtable and contact details from HubSpot at once. Most sources support real-time, two-way sync, so any changes in your crm or connected data source stay updated automatically.
Yes, Softr gives you full control over how users interact with your easy to use crm. You can customize the layout, navigation, and content to match your workflow, sales process, or branding. Each section or block can be shown or hidden based on the user who’s logged in, so every salesperson or manager only sees what’s relevant to their role.
You can also set up different user roles, such as sales rep, admin, or manager—and define exactly what each can view or edit. For example, sales reps can only access their own contacts and deals, while managers can oversee all activity. You can even create personalized dashboards or filtered views for each user. This flexibility ensures your crm stays organized, secure, and tailored for every team member.
Yes, you can. You don’t need to import existing data from another tool to start building your easy to use crm with Softr. If you’re starting fresh, you can use Softr Databases, which is built right into the platform and integrates seamlessly with your crm setup.
But if you already have contact or sales data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can easily connect those too. You can also bring in data from other sources using the REST API connector. Either way, you have full control over how your data is organized and displayed in your crm.
Yes, you can fully white-label your easy to use CRM in Softr. You can add your own logo, choose your brand colors and fonts, and set up a custom domain to make your CRM look and feel like it's a natural part of your organization. You can also remove all Softr branding, so your team and users only see your own company’s identity within the CRM.
Absolutely. Softr gives you flexible design options for your easy to use CRM. You can adjust colors, fonts, spacing, and the structure of each page to fit your brand. You decide how each section of your CRM is laid out—choose which blocks go where, and set what different users see when they log in.
To present your CRM data, you can add different types of blocks:
\- Table blocks – to organize contact lists, sales pipelines, or deal tracking
\- List or Card blocks – to showcase accounts, opportunities, or team tasks
\- Detail View – to display individual record details, like customer profiles
\- Forms – for entering or updating CRM records
\- Charts – to visualize sales performance or activity
\- Calendar blocks – for tracking important dates and follow-ups
If you need to make changes later, it’s easy to update your CRM right in Softr’s visual builder.
Softr is built with security as a top priority. All data in your easy to use CRM is encrypted both in transit (TLS) and at rest, and your CRM is hosted on secure, reliable infrastructure. You have full control over who can access various parts of your CRM through role-based permissions, user management, visibility rules, and global restrictions to safeguard sensitive information.
If your CRM uses external data sources like Airtable, Notion, or SQL, Softr doesn’t store your data—it displays it in real time according to your access settings. You remain in control of your data and user permissions.
Softr follows industry best practices for authentication, access management, and monitoring to protect your CRM data at all times.
You can get started for free. Softr’s Free plan allows you to publish one CRM app with up to 10 users and 2 user groups, and includes connections to all standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your CRM needs more users or advanced features, you can explore their paid plans here: <https://softr.io/pricing>
Softr is designed to help you quickly create powerful, user-friendly apps—like an easy to use CRM—without any coding. What makes Softr unique is how easily you can move from idea to a working CRM, and how well it connects to your existing data.
Unlike some no-code platforms that focus on mobile apps or require more technical setup, Softr is perfect for non-technical users who want control over the layout, user experience, and permissions. You can build your CRM on top of real-time data from sources like Airtable, Google Sheets, Softr Databases, or SQL, and create a secure, fully branded app for your team.
With Softr, you can customize everything visually and use built-in features like user roles, forms, conditional logic, and APIs—no extra tools or coding required.
Yes, Softr offers a variety of integrations so you can connect your easy to use CRM to the rest of your systems. Sync with tools like Stripe for payments, Intercom for chat, and automate tasks using Zapier, Make, and N8N. Softr also provides REST API and webhooks for even more advanced workflows.
Whether you need to push data to another app, trigger automations based on CRM activity, or bring in information from other platforms, you can set it all up without writing any code.