Build your freelancer CRM, no code required
Manage clients, track your pipeline, and handle invoices in an AI-powered freelancer CRM built with AI to fit your unique workflow.
Build exactly what your business needs
Customize your freelancer CRM setup with the exact steps and views your process needs. Add features as your business grows—no code needed.
Client & contact management
Project pipeline tracking
Invoicing & payment collection
Proposal & document storage
AI-powered lead insights
Automated task notifications
Unify your client data in real time
Connect spreadsheets, CRMs, and project trackers with real-time sync—or manage everything in Softr Databases. One source of truth for your professional services workflows.
Give every user a custom, secure experience.
Give each client and partner the right views and access in a fully branded portal. Set up secure logins, user groups, and permissions in minutes.
Easy, secure logins
Softr apps are mobile-ready by default. Turn your freelancer CRM into a downloadable app in one click to manage your contacts and pipeline while on the go.
Works on any device
Softr apps are mobile-ready by default. Turn your freelancer CRM into a downloadable app in one click to manage your contacts and pipeline while on the go.
Automations
Build native automations with Softr Workflows to handle invoice reminders, status updates, and task notifications automatically whenever records are changed.
User groups
Provide separate logins for different clients or contractors, and create personalized dashboards to show only the projects relevant to them.
Advanced permissions
Apply rules for different user roles. Customize who sees sensitive financial data and which actions they can take, at even the most granular level.
Security
Protect sensitive client information and documents from security threats. Softr is fully compliant with SOC2 and GDPR regulations.
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 freelancer CRM in minutes with AI. No dev time or complex configuration needed—just describe your work.
Consolidate your stack
Add features like invoicing, proposal storage, or pipeline tracking as your client list grows—no rebuild needed.
Flexible as you grow
Start with a CRM, then add client portals, dashboards, or forms—all in one place, with no extra tools to buy.
Generate a fully custom freelancer CRM with AI in minutes
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 freelancer CRM in minutes
Describe what you need. Softr's AI builds your custom CRM in minutes without code.