Organize contacts, manage interactions, and streamline processes with a customizable CRM tailored to your Google Drive workflow.


Create a Google Drive CRM with just the features your team needs. Add new views or workflows as your client management process evolves—no code required.
Connect spreadsheets, CRMs, and project management tools with real-time sync—or manage everything in Softr Databases. Centralize your client and project workflows.
Give your sales and support teams the right tools and CRM access. Set up secure logins, user groups, and permissions—no IT support needed.
Provide each team member with a tailored CRM dashboard, so every role sees the contacts and deals relevant to them.
Provide each team member with a tailored CRM dashboard, so every role sees the contacts and deals relevant to them.
Connect with tools like Make, Zapier, or N8N to automate CRM updates, notifications, and data syncs.
Your CRM is mobile-ready—update contacts and track deals from anywhere, on any device.
Enable fast, secure logins via Google, email, or SSO—so your team can access CRM data without IT tickets.
Keep customer data safe with SOC2 and GDPR compliance, plus role-based access control at every level.
Sales teams can ask AI for deal updates or contact info—answers come instantly, right inside your Softr-powered CRM.
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.
Build your Google Drive CRM in minutes with drag-and-drop blocks and ready-made templates.
Add features like file linking, contact tracking, or sharing as your CRM needs change—no rebuild needed.
Start with a Google Drive CRM, then add dashboards or forms—all managed together, no extra tools required.
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.
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.
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.












A google drive crm is a custom platform built to help you organize, manage, and share your contact and project information using Google Drive as the data source. It provides a secure space where your team can log in to access customer records, share files, track activities, and update information—all connected directly to your Google Drive folders and files. This keeps everything centralized and easy to manage, helping you stay on top of your customer relationships without jumping between spreadsheets or email chains.
Softr makes it simple to build a google drive crm that fits your workflow. You can connect your Google Drive to Softr, so all your documents, contacts, and project files stay in sync. The system allows your team to log in, view and update customer information, and securely access or upload files—all within your custom portal.
You don’t need to write any code. You can start from a template or build your CRM from scratch, customize layouts, control who can see or edit specific data, and match your company’s branding. It’s fast to set up, easy to update, and flexible enough to grow as your needs change. It just makes managing your Google Drive CRM more organized and user-friendly.
You can add a variety of features to your google drive crm, depending on your process. Popular options include:
\- User logins – so each team member or collaborator can access their own dashboard
\- Custom dashboards – to display customer data, deal status, or project updates
\- Forms – for adding new contacts, logging interactions, or submitting requests
\- File sharing – linked directly to your Google Drive for secure uploads and downloads
\- Search and filters – to quickly find customer records or documents
\- Tables, lists, and detail views – to organize leads, contacts, or activities
\- Comments or status updates – for keeping notes and communication in one place
\- Charts – to visualize sales pipelines, progress, or goals
\- Calendar view – for meeting schedules or follow-up reminders
\- Permissions and roles – so different users only see or edit what they’re allowed to
All these features are built using Softr’s drag-and-drop blocks, so you don’t need to code. If your process changes later, it’s easy to update your CRM.
No coding is needed. You can build your entire google drive crm using Softr’s visual editor. Everything from organizing your layout to setting up user permissions is handled through an easy-to-use interface, so you never need to write a line of code.
Yes. You can manage multiple clients or teams within a single google drive crm. Each user only sees the files, folders, and data that have been shared with them, based on their login and role. This is especially useful for organizations or teams working with multiple stakeholders, ensuring everyone has access to just what they need.
Softr supports a variety of data sources, so you can connect your google drive crm to what you need. It integrates with Google Drive, Google Sheets, Airtable, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also bring in data via the REST API.
You’re free to combine multiple data sources within your google drive crm app, displaying them as needed. Most sources even support real-time, two-way syncing, so any updates in your crm or the original data source stay in sync automatically.
Yes, Softr lets you fully customize how users interact with your google drive crm. You can adjust layouts, navigation, and the overall look to fit your branding and processes. Each page or section can be shown or hidden depending on who’s logged in, so every user only sees what’s relevant to them.
You can also set up user roles—like admin, team member, or client—and control exactly what each role can view or edit. For example, clients might only see their own shared folders, while admins can manage all records. You can even create personalized dashboards by filtering CRM data based on the logged-in user. This makes managing multiple users or workflows within your google drive crm both secure and efficient.
Yes, you can. You don’t need pre-existing data in another tool to get started with your google drive crm on Softr. If you’re starting from scratch, you can use Softr Databases, which integrates perfectly with your google drive crm setup.
If you already have data in Google Drive or Google Sheets, you can connect those easily. You can also bring in data from other supported tools, or use the REST API connector to link additional sources. This gives you full flexibility over how your crm data is structured and displayed.
Yes, you can fully white-label your google drive crm in Softr. You can use your own logo, brand colors, fonts, and even set up a custom domain to make your CRM feel like an integrated part of your workflow. Plus, you can remove all Softr branding, so users interacting with your CRM only see your company’s identity throughout the experience.
Absolutely! Softr gives you plenty of flexibility to control the design and layout of your google drive crm. You can adjust colors, fonts, and page structure to match your brand style. You decide how each section is arranged, which blocks to use, and which data is visible to different users when they log in.
To organize your CRM data, you can use blocks such as:
\- Table blocks – to display contacts, deal pipelines, or activity tracking
\- List or Card blocks – for showing account details or document links
\- Detail View – to focus on a single record, like a contact profile or deal overview
\- Forms – for adding new entries or updating records
\- Charts – to visualize sales performance or team activity
\- Calendar blocks – to track meetings or follow-ups
If your CRM needs change, it’s easy to update the design or data blocks with the visual builder.
Softr is designed with security as a top priority. All your google drive crm data is encrypted in transit (TLS) and at rest, and your apps run on secure, reliable infrastructure. With Softr, you have full control over user access and permissions for your CRM. You can set up role-based permissions, manage user groups, set detailed visibility rules, and apply app-wide restrictions to keep sensitive CRM information protected.
For data that connects directly to Google Drive or other sources, Softr does not store your data; it simply displays it live based on your access settings. You’re always in control of your CRM data and who can view or update it.
Softr also follows best practices for authentication, permissions, and platform monitoring to keep your CRM data safe.
You can get started for free. Softr’s Free plan lets you publish one google drive crm app with up to 10 app users and 2 user groups, and it includes support for all standard data sources like Softr Databases, Airtable, Google Sheets—and of course, Google Drive integrations.
If your CRM needs more users or advanced features, you can check out the paid plans here: <http://softr.io/pricing>
Softr is designed to make building a fully functional google drive crm—and other user-facing apps—quick and code-free. What stands out is how fast you can move from an idea to a live CRM, and how easily it connects with data sources like Google Drive, Google Sheets, and more.
Unlike other no-code tools that might focus on mobile apps (like Glide) or advanced developer features (like Retool), Softr is built for non-technical users who want full control over CRM layout, permissions, and user experience. You can build on real-time data from your existing tools and create a secure, branded CRM that your team can access anytime.
Everything is customizable visually, from how your CRM looks to who can see or edit certain records. Softr’s features like user roles, conditional logic, forms, and APIs mean you don’t have to juggle multiple platforms to get a polished CRM up and running.
Yes, Softr offers a wide range of integrations so you can connect your google drive crm to your broader tech stack. You can sync with tools for automation (like Zapier, Make, and N8N), connect to communication tools, and even trigger workflows directly from your CRM. Softr also offers REST API and webhook support for advanced automations.
Whether you want to update data in Google Drive, trigger emails based on CRM activity, or display information from other platforms, you can automate it all—no coding required.