Build your Google Drive CRM, no code required
Track leads and manage sales documents in an AI-powered Google Drive CRM built with AI you customize to fit your team's workflow.
Tailor your google drive CRM to your needs
Customize a google drive CRM that looks sleek and modern out of the box. Add only the features you need, and iterate as your team's workflows evolve.
Lead and contact management
Sales pipeline tracking
Centralized document management
Automated document approvals
AI-powered deal insights
Custom role-based access
Bring all your sales data together in real time
Connect Google Sheets, Google Drive, 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 tools and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give different team members tailored access and dashboards, so each role sees just the leads and documents they need.
User groups
Give different team members tailored access and dashboards, so each role sees just the leads and documents they need.
Automations
Streamline your sales process with Softr Workflows. Trigger native automations for document approvals or status updates to keep deals moving.
Works on any device
Access and update your Google Drive CRM on the go. All apps are mobile-ready out of the box for your field sales team.
Easy, secure logins
Use Google, email, or SSO logins to give your team fast, secure access to company data—no IT tickets needed.
Security
Keep sales and client data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level.
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 Google Drive CRM in minutes with AI. No dev time needed—just describe your document and sales process.
Consolidate your stack
Add features like document approvals, pipeline stages, or deal reporting as your needs grow—no rebuild needed.
Flexible as you grow
Start with a CRM, then add client portals or dashboards—all in one place, with no extra seats to buy.
Generate a fully custom Google Drive 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
Create a custom google drive CRM now — for free
Describe what you need. Softr's AI builds your custom google drive CRM in minutes.