Build financial CRM software, no code required
Manage client relationships, streamline processes, and enhance productivity with a custom CRM tailored to your financial services team.
Build exactly what your team needs
Set up a financial CRM with only the workflows and features your team relies on. Make changes anytime as your business needs evolve—no code needed.
Client profile management
Lead tracking and follow-ups
Opportunity and deal pipeline
Task and reminder management
Document and contract storage
Invoice and payment tracking
Bring all your financial data together in real time
Connect spreadsheets, accounting software, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your finances.
Give every client a custom, secure CRM experience.
Deliver a branded client CRM portal for tracking finances, deals, and interactions. Set up secure logins, dashboards, and permissions tailored to each client.
Easy, secure logins
Give clients and advisors full CRM access on desktop or mobile. Review pipelines or update client info on the go.
Works on any device
Give clients and advisors full CRM access on desktop or mobile. Review pipelines or update client info on the go.
Automations
Connect with your finance tools to automate pipeline updates, reminders, or meeting notes with no extra data entry.
User groups
Create tailored dashboards for clients, advisors, and managers—each sees only the CRM data relevant to them.
Advanced permissions
Set detailed controls on who can access, edit, or share financial and CRM records for each group.
Security
Protect sensitive financial and CRM data. Softr is fully SOC2 and GDPR compliant for robust security.
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Put AI to work for finance teams
Finance teams can ask AI about clients, transactions, or reports and get instant answers—right inside your CRM software.
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 financial CRM in minutes with drag-and-drop blocks and ready-made templates.
Consolidate your stack
Add features like transaction tracking or reporting as your finance workflows evolve—no rebuild needed.
Flexible as you grow
Start with your CRM, then add client portals, dashboards, or forms—all in one secure platform.
Build a fully custom financial 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
Build your financial CRM software today