Manage customer relationships and streamline processes with a customizable CRM tailored to your business needs and goals.


Build a CRM that matches your workflow. Add only the views and features your team needs today, and easily adapt as your processes change—no code required.
Connect spreadsheets, CRMs, and project management tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your customer interactions.
Empower your team with tailored CRM access and tools. Set up secure logins, groups, and permissions to match sales, support, or management needs—no IT help required.
Create roles for sales, support, or management so each team member gets a personalized CRM dashboard.
Create roles for sales, support, or management so each team member gets a personalized CRM dashboard.
Connect with Make, Zapier, or N8N to automate lead assignments, reminders, and follow-ups right from your CRM.
Update leads or access client info on the go. Your CRM is mobile-ready for your whole team.
Let your team log in securely with Google, email, or SSO—no IT tickets or extra setup needed.
Keep CRM data safe with SOC2 and GDPR compliance and robust access controls for every user.
Let sales teams ask AI about leads, deals, or contacts—get instant answers right in your CRM, powered by Softr’s built-in AI.
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 Nifty CRM in minutes with drag-and-drop blocks and ready-made CRM templates.
Add pipelines, custom fields, or integrations as your sales process changes—no rebuild required.
Start with your CRM, then add deal tracking, contact forms, or reports—all in one place.
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 nifty crm is a centralized platform where your team can manage leads, track client interactions, organize deals, and monitor sales activities—all in one place. It streamlines your workflow by keeping communications, files, and updates easily accessible, so you don’t rely on scattered emails or spreadsheets. This makes it easier to stay organized and deliver a seamless experience both internally and for your clients.
Softr makes it simple to build a nifty crm tailored to your team’s workflow. You can connect your data sources—like Airtable, Hubspot, Notion, monday.com, SQL, and more—and set up a workspace where your team can track leads, manage pipelines, assign tasks, and share files, all in one centralized location.
You don’t need to code a thing. Start with a template or create your own design, customize the layout, set user roles, and add your company branding. It’s quick to launch, easy to update, and flexible enough to evolve with your sales and customer relationship needs. It just helps your whole team stay organized and look professional.
You can build a variety of features into your nifty crm, depending on how your team works. Some of the most common options include:
\- User logins – so each team member can securely access the crm
\- Custom dashboards – to visualize sales pipelines, team performance, and deal status
\- Forms – for lead capture, feedback, or follow-up requests
\- File sharing – so you can upload and access proposals, contracts, or notes
\- Search and filters – to help your team quickly find specific contacts or deals
\- Tables, lists, and detail views – to organize leads, accounts, tasks, or communications
\- Comments or activity logs – to keep all client interactions in one place
\- Charts – to track sales performance or pipeline metrics
\- Calendar view – for upcoming meetings, calls, or deadlines
\- Permissions and roles – so each team member only sees what’s relevant to them
All these features can be built using Softr’s drag-and-drop blocks, with no coding needed. If your workflow changes, it’s easy to update your crm to match.
No coding is required. You can build your nifty crm entirely with Softr’s visual editor. Everything from the layout to user permissions is customizable without writing a single line of code.
Yes. You can manage multiple clients or teams within your nifty crm setup. Each user only sees the information and records that are assigned to them, based on their login and role. This is especially helpful for agencies, consultancies, or organizations that work with several accounts or teams at once.
Softr supports a wide variety of data sources for your nifty crm. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also import data from other platforms using the REST API connector.
There’s no need to stick to a single data source. You can combine multiple data sources in your nifty crm and show them together—so, for example, you can pull in contact records from Airtable and deal updates from HubSpot at the same time. Most options offer real-time, two-way sync, so your nifty crm stays up to date automatically.
Yes, you have full control over how users interact with your nifty crm. You can tailor the layout, menus, and content to match your workflow and branding. Each page or block can be shown or hidden depending on who’s logged in, so every user only accesses what’s relevant to them.
You can also define user roles—like sales rep, admin, or manager—and set exactly what each role can see or edit. For example, reps might only see their own pipelines, while managers can oversee all activity. Personalized views can be set up by filtering data based on the logged-in user.
This flexibility is great for managing multiple clients, teams, or projects in your nifty crm, keeping things streamlined and secure for everyone.
Absolutely, you can. You don’t need to have existing data in another system to start building your nifty crm. If you’re starting from scratch, Softr Databases are integrated right into the platform and work seamlessly with your nifty crm.
If you already have information in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. Plus, the REST API connector lets you bring in data from other sources if needed. Either way, you’re in control of how your records are organized and displayed inside nifty crm.
Yes, you can fully white-label your nifty crm in Softr. You can use your own logo, brand colors, fonts, and custom domain to make your CRM feel like a seamless part of your organization. You can also remove all Softr branding, so your users only see your company’s identity throughout the experience.
Yes, you can. Softr gives you a lot of flexibility to control both the design and layout of your nifty crm. You can adjust colors, fonts, spacing, and page structure to match your brand. You can also choose how each page is laid out, decide which blocks go where, and set what different users see when they log in.
To display your CRM data, you can add different types of blocks depending on what you need:
\- Table blocks – to manage pipelines, contact lists, sales records, or deals
\- List or Card blocks – to highlight leads, opportunities, or team members
\- Detail View – to show one client or deal at a time, like a detailed CRM record
\- Forms – for capturing new leads, notes, or updates
\- Charts – to visualize sales performance or KPIs
\- Calendar blocks – to track tasks, follow-ups, or meetings
If your data or layout needs change later, it’s easy to go back and make updates right in the visual builder.
Softr is built with security in mind. All data, including what you store in your nifty crm, is encrypted in transit (TLS) and at rest, and your CRM is hosted on secure, reliable infrastructure. Softr apps also give you full control over who can see and do what in your CRM. You can set up role-based permissions, manage users directly within your data source, set visibility rules, and apply global restrictions to protect sensitive business information across your CRM.
For CRMs connected to external data sources like Airtable, Notion, or SQL, Softr doesn’t store your data—it just displays it in real time based on your access settings. You’re always in control of your data and who can view or edit it.
Softr also follows industry best practices for authentication, access control, and platform monitoring to help keep your CRM information safe.
You can get started for free. Softr’s Free plan lets you publish one app with up to 10 app users and 2 user groups, and includes support for all standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your nifty crm needs more users or features, you can explore the paid plans for additional capacity and customization: <http://softr.io/pricing>
Softr is built to make it easy to create fully functional, user-facing apps—like nifty crm, client portals, and internal tools—without needing to write code or rely on developers. What sets it apart is how quickly you can go from idea to a working CRM, and how well it connects with your existing data sources.
Unlike some no-code tools that focus on mobile apps (like Glide) or are more dev-oriented (like Retool), Softr is designed for non-technical teams who want full control over layout, user experience, and permissions. You can build your nifty crm on top of real-time data from tools like Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded apps that your team can log into.
You can customize everything visually—from content and design to who sees what. And because Softr includes things like user roles, forms, conditional logic, and API support out of the box, you don’t need to patch together multiple tools to launch something polished.
Yes. Softr supports a wide range of integrations so you can connect your nifty crm to the rest of your stack. You can sync with tools like Stripe for payments, Intercom for chat, and automate tasks using Zapier, Make, and N8N. Softr also supports REST API and webhooks for more advanced workflows.
Whether you need to send CRM data to another system, trigger automations based on user actions, or display information from other tools, you can build it into your nifty crm, all without writing code.