Build your own home improvement CRM, no code required
Manage client relationships, track projects, and streamline operations with a customizable CRM tailored to your home improvement business.
Customize your CRM around your processes
Create a home improvement CRM that fits the way you work. Add only the features you need now, and update your setup as your business grows.
Lead capture and qualification
Project pipeline management
Estimate and proposal generation
Task and schedule assignments
Client communication log
Invoice and payment tracking
Bring all your project data together in real time
Connect spreadsheets, project management tools, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your projects.
Custom access for every team. Built-in security, no dev time.
Equip your home improvement team with secure, role-based access. Set up logins, user groups, and permissions—no IT or developer needed.
Advanced permissions
Give sales reps, project managers, and coordinators tailored access so each role sees only what’s relevant to home improvement projects.
User groups
Give sales reps, project managers, and coordinators tailored access so each role sees only what’s relevant to home improvement projects.
Automations
Connect with tools like Make or Zapier to automate follow-ups, scheduling, and task reminders for your home improvement pipeline.
Works on any device
Access and update your CRM from the office or job site—Softr apps are mobile-ready out of the box.
Easy, secure logins
Enable fast, secure logins for your team with Google, email, or SSO—no IT headaches.
Security
Protect customer and project data with SOC2 and GDPR compliance, plus fine-tuned access controls.
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An AI assistant for contractors
Contractors and sales teams can ask AI for project updates or client info—AI answers instantly inside your CRM portal.
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 home improvement CRM in minutes with drag-and-drop blocks and ready-made templates.
Consolidate your stack
Add features like project tracking, estimates, or invoicing as your business needs change—no rebuild needed.
Flexible as you grow
Start with your CRM, then add client portals, work order forms, or dashboards—all in one place.
Build a fully custom home improvement 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 home improvement CRM today