Manage member data, track interactions, and enhance engagement with a customizable CRM tailored to your organization's needs.


Customize your CRM with just the tools and views your membership team needs. Add features as your workflows change—no code required.
Connect spreadsheets, membership platforms, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your members.
Create a branded membership CRM with personalized dashboards and permissions. Manage member data and access levels with ease.
Members can access their information or benefits on desktop or mobile. Your CRM is mobile-ready by default.
Members can access their information or benefits on desktop or mobile. Your CRM is mobile-ready by default.
Connect with your tools to automate renewals, reminders, or member communications—no manual work needed.
Provide unique access for members, admins, or staff—each gets a personalized dashboard with relevant info.
Control who can view member lists, update profiles, or manage renewals with flexible, tier-based rules.
Keep member data secure and private. Softr is SOC2 and GDPR compliant for peace of mind.
Members can ask AI about account info, events, or renewals—getting instant answers directly inside your CRM-powered portal.
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.
Launch your membership CRM in minutes with drag-and-drop blocks and ready-made templates.
Add member tiers, renewals, or custom workflows as your organization grows—no rebuild needed.
Manage members, events, and forms in one CRM—no need for extra tools or scattered data.
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 membership CRM is a secure platform where your members can log in to manage their profiles, access exclusive resources, update their membership details, and interact with your organization. It centralizes all member communications, renewals, event registrations, and resource sharing in one place—making it easier to keep everything organized and deliver a smooth, engaging experience for your members and team.
Softr makes it easy to build a membership CRM that fits the unique needs of your organization. You can connect your existing data, like member records from Airtable, HubSpot, Notion, monday.com, SQL, and more, and set up a platform where members can log in, view updates, renew memberships, register for events, and access content—all in one place.
You don’t need to code anything. You can start with a template or build from scratch, customize the layout, set member permissions, and brand the CRM to match your organization. It’s fast to launch, simple to maintain, and flexible enough to grow as your membership evolves.
You can include a variety of features in your membership CRM, depending on your organization’s needs. Some of the most common ones include:
\- Member logins – so each user can access their own account details
\- Custom dashboards – to display membership status, event registrations, or renewal reminders
\- Forms – for member applications, feedback, or event sign-ups
\- File sharing – members can upload and download documents securely
\- Search and filters – to help users find resources, members, or events easily
\- Tables, lists, and detail views – to show membership directories, benefits, or transaction history
\- Comments or updates – to keep communications in one place
\- Charts – for visualizing membership trends or engagement
\- Calendar view – for upcoming events, renewal dates, or deadlines
\- Permissions and roles – so admins, members, and guests only see relevant information
All of this is built using Softr’s drag-and-drop interface, so you can make adjustments without any coding. And if your needs change, it’s easy to update the CRM anytime.
No coding is required. You can build your membership CRM entirely using Softr’s visual editor. Everything from layouts to member permissions can be fully customized without writing a single line of code.
Yes. You can manage multiple members or groups in a single membership crm. Each member only sees the content and data assigned to them, based on their login and role. This is ideal for organizations, clubs, or associations that work with several groups or membership tiers.
Softr supports a wide range of data sources. You can connect your membership crm to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also bring in data from other sources using the REST API.
You’re not limited to just one. You can integrate multiple data sources into the same membership crm and display them side by side—so, for example, your member dashboard can pull in data from both Airtable and HubSpot at once. Most sources support real-time, two-way sync, so any changes in your crm or data source stay in sync automatically.
Yes, Softr gives you full control over how users experience your membership crm. You can customize the layout, navigation, and content to match your organization’s branding and membership workflows. Each page or block can be shown or hidden based on who’s logged in, so every member sees only what’s relevant to them.
You can also set up different user roles, such as member, admin, or manager—and define exactly what each role can view or edit. For example, members can see only their own profile and resources, while admins can manage all member records. You can also create personalized member views by filtering data based on the logged-in user.
This level of customization is especially useful when managing multiple member groups or tiers in the same crm. It helps keep the experience organized, secure, and tailored to each user.
Yes, you can. You don’t need to bring your data from somewhere else to start building your membership crm with Softr. If you’re starting from scratch, you can use Softr Databases, which is built into the platform and integrates perfectly with any membership crm application you build.
But if you already have member data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those too. You can also use the REST API connector to bring in data from other sources. Either way, you have full control over how your membership data is structured and displayed.
Yes, you can fully white-label your membership CRM in Softr. You can use your own logo, brand colors, fonts, and a custom domain to make your CRM feel like a seamless extension of your organization. You also have the option to remove all Softr branding, so your members experience a platform that reflects only your association or group’s identity.
Absolutely. Softr gives you the flexibility to control the design and layout of your membership CRM. You can adjust colors, fonts, spacing, and the structure of each page to align with your branding. You also have the ability to determine what each member sees when they log in and can organize pages using a variety of blocks.
To display your membership data, you can use different blocks according to your needs:
\- Table blocks – to manage structured member data, dues, or event lists
\- List or Card blocks – to highlight member profiles, resources, or benefits
\- Detail View – to display individual member dashboards
\- Forms – for applications, renewals, or feedback
\- Charts – to track membership trends or engagement
\- Calendar blocks – for events or key dates
If your needs change later, it’s easy to update your CRM’s design directly in Softr’s visual builder.
Softr is designed with security as a top priority. All data in your membership CRM is encrypted both during transit (TLS) and at rest, and your CRM is hosted on secure, reliable infrastructure. You have full control over who can access different parts of your CRM by setting up role-based permissions and managing members directly within your data source. You can also create custom visibility rules and apply restrictions to protect sensitive member information.
If you connect your CRM to external data sources like Airtable, Notion, or SQL, Softr does not store your data—it simply displays it in real-time based on your access settings, keeping you in control of your membership data.
Softr follows industry best practices for authentication, access control, and platform monitoring to ensure your data stays safe.
You can get started building your membership CRM for free. Softr’s Free plan allows you to publish one app with up to 10 users and 2 user groups, and supports all standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your membership CRM requires more users or advanced features, you can explore Softr’s paid plans for additional capacity and functionality.
Softr is built to make it easy to create fully functional, member-facing apps like membership CRMs—no coding or developer support needed. What sets Softr apart is how quickly you can go from an idea to a working CRM, and how seamlessly it connects with your data sources.
Unlike some no-code tools that focus on mobile apps or are geared towards developers, Softr is perfect for non-technical teams who want complete control over user experience, layout, and permissions. You can build your membership CRM on top of real-time data from Airtable, Google Sheets, Softr Databases, or SQL, and create a secure, branded platform that your members can log into.
Everything is customizable visually—from the look and feel to user roles and what each member can access. With features like forms, conditional logic, and API support included, there’s no need to combine multiple tools to launch a polished member management system.
Yes, Softr supports a wide range of integrations so you can connect your membership CRM to the rest of your toolset. You can sync with platforms like Stripe for membership payments, Intercom for communication, and automate tasks using Zapier, Make, or N8N. Softr also offers REST API and webhook support for more advanced workflows.
Whether you want to send data to other systems, trigger automations based on member actions, or pull in information from other tools, you can build it all into your membership CRM—no coding required.