Build your own hubspot document management system, no code required
Organize, share, and access documents effortlessly with a customizable system tailored to your team's needs and HubSpot integration.
Customize your document management system
Build a HubSpot document management system that fits your workflows. Add only the views and features you need, and adapt as processes change.
Upload and organize documents
Share documents with contacts
Track document views and downloads
Version control and history
Set document permissions
Search and filter documents
Unify your document data in real time
Connect spreadsheets, cloud storage, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your documents.
Custom access for every team. Built-in security, no dev time.
Empower your team with secure document management. Set up logins, permissions, and workflows for efficient file handling—no IT support needed.
Advanced permissions
Create user groups for different departments so each team only sees and manages relevant documents.
User groups
Create user groups for different departments so each team only sees and manages relevant documents.
Automations
Connect with tools like Make, Zapier, or N8N to automate document approvals, reminders, and status updates.
Works on any device
Access, upload, or review documents securely from any device—desktop, tablet, or mobile.
Easy, secure logins
Use Google, email, or SSO logins for fast, safe access to documents—no IT tickets required.
Security
Protect your team's files with SOC2 and GDPR compliance, plus advanced access controls at every step.
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An AI assistant for IT admins
Let IT teams quickly find documents, answer policy questions, and surface insights—AI is built right into your 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
Build your HubSpot document management system in minutes with drag-and-drop building blocks.
Consolidate your stack
Easily add folders, permissions, or workflows as your document management needs change—no rebuilds needed.
Flexible as you grow
Manage documents, CRM data, and team collaboration—all in one place, no extra tools required.
Build a fully custom document system 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 Document Management app today