CRM

Build your own membership CRM, no code required

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

Screenshot of a user interface for a membership CRM, displaying a dashboard with member profiles, search and filter options, and navigation menus.
membership crm mobile ui
Loved by 800,000+ teams around the globe
Data Management

Bring all your member data together in real time

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.

Explore all data sources
Power

Give every member a custom, secure experience.

Create a branded membership CRM with personalized dashboards and permissions. Manage member data and access levels with ease.

Easy, secure logins

Members can access their information or benefits on desktop or mobile. Your CRM is mobile-ready by default.

Works on any device

Members can access their information or benefits on desktop or mobile. Your CRM is mobile-ready by default.

Automations

Connect with your tools to automate renewals, reminders, or member communications—no manual work needed.

User groups

Provide unique access for members, admins, or staff—each gets a personalized dashboard with relevant info.

Advanced permissions

Control who can view member lists, update profiles, or manage renewals with flexible, tier-based rules.

Security

Keep member data secure and private. Softr is SOC2 and GDPR compliant for peace of mind.

AI Magic

An AI assistant for your members

Members can ask AI about account info, events, or renewals—getting instant answers directly inside your CRM-powered 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 membership crm

Easy, fast setup

Launch your membership 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 member tiers, renewals, or custom workflows as your organization grows—no rebuild needed.

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

Flexible as you grow

Manage members, events, and forms in one CRM—no need for extra tools or scattered data.

“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
Read customer story
“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 membership 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.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals

250+

veterinary clinics using the portal

600+

submissions processed per month
Read Case Study

Frequently asked questions

What is a membership CRM?
What are the benefits of building a membership CRM with Softr?
What types of features can I build into my membership CRM?
Do I need to know how to code to build a membership CRM in Softr?
Can I manage multiple members or groups in the same membership crm?
Which data sources does Softr support?
Can I customize the user experience and permissions?
Can I use Softr if I don’t already have my data in another tool?
Can I white-label my membership CRM in Softr, including using my own branding?
Can I customize the design and layout of my membership CRM?
How secure is my data in Softr apps?
How much does it cost to build a membership CRM with Softr?
How is Softr different from other no-code tools?
Can I automate workflows and integrate with other tools?

Related use cases

Build your membership CRM effortlessly

Set up your first CRM in under 30 minutes.
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