Build an easy to use CRM in minutes
Track deals, manage accounts, and view pipelines in an AI-powered easy to use CRM built with AI to fit your unique sales coaching workflow.
Build exactly what your sales team needs
Customize an easy to use CRM that looks modern out of the box. Add only the features you need, like lead tracking, and iterate as sales evolve.
Lead and deal tracking
Contact and account management
AI data enrichment logs
Sales activity dashboards
Client meeting scheduling
Automated follow-up reminders
Bring all your sales data together in real time
Connect spreadsheets, HubSpot, and other 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 sales tools and access. Set up secure logins and granular permissions—no IT support or manual dev work needed.
Advanced permissions
Give different sales members tailored access and performance dashboards, so each role sees just the accounts and pipeline info they need.
User groups
Give different sales members tailored access and performance dashboards, so each role sees just the accounts and pipeline info they need.
Automations
Streamline your sales process with Softr Workflows. Trigger native automations for follow-up reminders based on deal status changes.
Works on any device
Access and update your easy to use CRM on the go. Field reps can manage accounts and log activity from anywhere on any mobile device.
Easy, secure logins
Use Google, email, or SSO logins to give your team fast, secure access to customer data—no complex IT setup or support tickets needed.
Security
Keep sensitive client data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your sales infrastructure.
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 easy to use CRM in minutes with AI. No dev time needed—just describe your lead and deal tracking needs.
Consolidate your stack
Add features like AI data enrichment or meeting scheduling as your needs evolve—without starting from scratch.
Flexible as you grow
Start with a CRM, then add partner portals, team dashboards, or lead forms—all in one place, with no extra tools.
Generate a fully custom easy to use 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 easy to use CRM today
Describe what you need. Softr's AI builds it in minutes. Get started free—no coding or dev team required.