CRM

Build your own investment CRM, no code required

Manage client portfolios, streamline communications, and optimize workflows with a customizable CRM tailored for investment professionals.

Get started free Start with a template

A user interface dashboard displaying investment CRM features, including client profiles, portfolio analytics, charts, and navigation menus.

Loved by 800,000+ teams around the globe

Flexibility

Customize your investment CRM to your needs

Choose the tools, views, and workflows your investment team relies on. Update and expand your CRM easily as your processes evolve—no code needed.

UI screenshot of deal pipeline management

UI screenshot of communication log tracking

UI screenshot of task and follow-up reminders

UI screenshot of reporting and analytics dashboards

Data Management

Bring all your investment data together in real time

Connect spreadsheets, investment platforms, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your investment activities.

Explore all data sources

Power

Custom access for every team. Built-in security, no dev time.

Empower your investment team with the right tools and secure access. Set up tailored dashboards, user groups, and granular permissions—no IT needed.

Advanced permissions

Create groups for analysts, fund managers, and other roles. Each sees a dashboard personalized to their responsibilities.

User groups

Create groups for analysts, fund managers, and other roles. Each sees a dashboard personalized to their responsibilities.

Automations

Connect with tools like Make or Zapier to automate investor communications, reporting, or deal tracking.

Works on any device

Review deals, contacts, or reports anywhere—your CRM is mobile-ready from day one.

Easy, secure logins

Allow investment teams to log in securely with Google, email, or SSO—no extra IT setup required.

Security

Protect sensitive investment data with SOC2 and GDPR compliance, plus robust access controls.

AI Magic

Give investors an AI teammate

Let your team ask AI for deal insights, pipeline updates, or contacts—instant answers, right inside your investment CRM portal.

Why Softr

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.

UI screenshot of Softr drag-and-drop dashboard setup for building investment crm

Easy, fast setup

Launch your investment CRM in minutes with drag-and-drop blocks and ready-made templates.

UI screenshot of Softr dashboard with resources, contacts, finances, and projects modules

Consolidate your stack

Add features like deal tracking, portfolio reports, or workflows as your needs evolve—no rebuild needed.

Integration logos showing Softr connected with Airtable, Notion, Google Sheets, HubSpot, SQL, Rest API, and more.

Flexible as you grow

Start with your CRM, then add investor portals, dashboards, or forms—all in one platform.

“We’re not coders or developers, but Softr is so easy to use and learn — it lets us run with our ideas.”

Ashley Kalinauskas

CEO, Torigen Pharmaceuticals

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“With Softr we’re able to experiment and innovate at the speed of conversation, which gives users a sense of control and ownership.”

Oliver Thomas

Maker Digital Systems Architect, MIT

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“The biggest benefit we’ve found with Softr is how customizable and flexible it is. We’ve been able to create a platform that is adapted to our fairly complicated needs.”

Isobelle Ford

Founder & Director, Skylight Ventures

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“We’ve been able to create multiple client and employee portals with Softr and it works like magic. The integration with monday.com is seamless.”

Jesuena Estoque Reimer

Founder, Mindflows

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“Building our sustainability training app on Softr let us deliver an intuitive user experience to over 5,000 professionals in days without writing a single line of code.”

Guillaume Duvernay

Growth Lead, Plan A

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“I’ve dreamed of having a client portal for probably 10 years. I tried many different tools, got frustrated, and let it go. Then I played with Softr and immediately went “this is it!”

Rebecca Berneck

CEO, Officeheads

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How It Works

Build a fully custom investment 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.

“Our submission process used to be on paper. Now clinics use our Softr customer portal and submit in a few clicks. It saves 3-4 hours a day of at least one employee’s time.”