Build an investment CRM in minutes
Manage investor profiles, deal flow, and distributions in an AI-powered investment CRM built with AI to fit your firm's unique workflow.
Tailor your investment CRM to your needs
Customize your investment CRM setup with the exact steps and views your team needs. Add features as deals evolve—no code needed.
Investor profile management
Deal flow tracking
Automated investor onboarding
Portfolio performance dashboards
Secure document sharing
AI investment insights
Bring all your investor data together in real time
Connect capital calls, deal trackers, and contact records with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Give every user a custom, secure experience.
Give each lead and limited partner the right views and access in a branded portal. Set up secure logins, user groups, and permissions in minutes.
Easy, secure logins
Softr apps are mobile-ready by default. Access your deal flow or turn your CRM into a downloadable app in one click via a PWA.
Works on any device
Softr apps are mobile-ready by default. Access your deal flow or turn your CRM into a downloadable app in one click via a PWA.
Automations
Build native automations to handle funding notifications, status updates, and capital call alerts whenever records are changed.
User groups
Provide separate logins for internal team members and external investors to create personalized performance dashboards for each user.
Advanced permissions
Apply rules for limited partners and managers. Customize who sees specific deal terms or documents at a granular level.
Security
Protect sensitive investment information from security threats. Softr is fully compliant with SOC2 and GDPR regulations.
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 investment CRM in minutes with AI—no manual setup or complex configurations needed.
Consolidate your stack
Add features like deal pipeline tracking or investor reporting as your workflows evolve—no rebuild needed.
Flexible as you grow
Start with a CRM, then add secure investor portals, dashboards, or forms—all in one place with no extra tools.
Generate a fully custom investment CRM with AI in minutes
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
Build your investment CRM. No code needed.
Describe what you need. Softr's AI builds your custom CRM in minutes without code.