CRM

Build your own nifty crm, no code required

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

Screenshot of the Nifty CRM user interface displaying a dashboard with navigation menus, project lists, and activity summaries.
nifty crm mobile ui
Loved by 800,000+ teams around the globe
Data Management

Bring all your client data together in real time

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.

Explore all data sources
Power

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

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.

Advanced permissions

Create roles for sales, support, or management so each team member gets a personalized CRM dashboard.

User groups

Create roles for sales, support, or management so each team member gets a personalized CRM dashboard.

Automations

Connect with Make, Zapier, or N8N to automate lead assignments, reminders, and follow-ups right from your CRM.

Works on any device

Update leads or access client info on the go. Your CRM is mobile-ready for your whole team.

Easy, secure logins

Let your team log in securely with Google, email, or SSO—no IT tickets or extra setup needed.

Security

Keep CRM data safe with SOC2 and GDPR compliance and robust access controls for every user.

AI Magic

An AI assistant for your sales team

Let sales teams ask AI about leads, deals, or contacts—get instant answers right in your CRM, powered by Softr’s built-in AI.

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 nifty crm

Easy, fast setup

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

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

Consolidate your stack

Add pipelines, custom fields, or integrations as your sales process changes—no rebuild required.

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 deal tracking, contact forms, or reports—all in one place.

“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
Read Case Study
“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 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 nifty crm?
What are the benefits of building a nifty crm with Softr?
What types of features can I build into my nifty crm?
Do I need to know how to code to build a nifty crm in Softr?
Can I manage multiple clients or teams in the same nifty 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 nifty crm in Softr, including using my own branding?
Can I customize the design and layout of my nifty crm?
How secure is my data in Softr apps?
How much does it cost to build a nifty 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 CRM solution in minutes

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