Build erp crm for small business, no code required
Streamline operations and enhance customer relationships with a custom ERP CRM tailored to your small business needs and goals.
Build exactly what your business needs
Set up your ERP CRM with only the views and features your small business relies on. Adapt and expand your setup as your workflows evolve—no code needed.
Lead and contact management
Sales pipeline tracking
Quote and invoice generation
Task and activity reminders
Product and inventory tracking
Reporting and analytics dashboards
Unify your business data in real time
Connect spreadsheets, ERPs, and HR systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your operations.
Custom access for every team. Built-in security, no dev time.
Empower your small business with tailored ERP and CRM tools. Set up secure logins, user groups, and permissions easily—no IT help required.
Advanced permissions
Provide each team—sales, support, or management—with dashboards tailored to their CRM and ERP needs.
User groups
Provide each team—sales, support, or management—with dashboards tailored to their CRM and ERP needs.
Automations
Integrate with Make, Zapier, or N8N to automate CRM workflows, lead tracking, and customer follow-ups.
Works on any device
Let your teams manage contacts, deals, and operations on the go. All ERP and CRM features are mobile-ready.
Easy, secure logins
Enable secure, fast access for your team through Google, email, or SSO—no IT tickets necessary.
Security
Protect business and customer data with robust access controls and SOC2/GDPR compliance throughout your ERP.
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An AI assistant for sales teams
Let sales teams ask AI for customer info, deals, or reports—answers are instant and built into your ERP CRM platform.
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
Get your small business ERP CRM running in minutes with drag-and-drop blocks and simple templates.
Consolidate your stack
Easily add modules for sales, inventory, or reporting as your business and processes expand.
Flexible as you grow
Manage CRM, workflows, and internal tools together—no more switching between apps or extra logins.
Build a fully custom CRM for small business 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
Build your ERP for small business today