CRM

Build real estate CRM and transaction management

Manage leads, track deals, and streamline workflows with a no-code CRM tailored to your real estate team's unique requirements.

Get started free Start with a template

Screenshot of a real estate CRM and transaction management user interface displaying property listings, client details, and workflow tools on a clean, modern dashboard.

real estate crm and transaction management mobile ui

Loved by 800,000+ teams around the globe

Flexibility

Customize your real estate CRM to your needs

Create a CRM and transaction management tool that matches your real estate workflow. Add only the features you need and adjust as you grow.

UI screenshot of lead capture and tracking

UI screenshot of property listing management

UI screenshot of client communication logs

UI screenshot of transaction progress tracking

UI screenshot of document storage and sharing

UI screenshot of task and deadline management

Data Management

Bring all your real estate data together

Connect spreadsheets, CRMs, and transaction systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your real estate business.

Explore all data sources

Power

Give every agent and client a custom, secure experience.

Provide agents and clients with tailored access to property data and transactions in a fully branded real estate portal. Set up roles and permissions in minutes.

Easy, secure logins

Agents and clients can manage deals or review documents on any device. All portals are mobile-ready by default.

Works on any device

Agents and clients can manage deals or review documents on any device. All portals are mobile-ready by default.

Automations

Connect to your real estate tools and automate tasks like status updates, follow-ups, and document requests.

User groups

Create tailored dashboards for agents, buyers, or sellers—each sees just the listings and transactions that matter most.

Advanced permissions

Control who can view, edit, or manage property records and transactions, down to each user group.

Security

Protect property and client data with SOC2 and GDPR compliance, plus advanced access control for your team.

AI Magic

Give agents an AI teammate

Agents can ask AI about leads, deals, or contacts—getting instant answers within your CRM and transaction management 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 real estate crm and transaction management

Easy, fast setup

Launch your real estate 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 features like deal tracking, e-signatures, or client portals as your business evolves—no rebuild needed.

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

Flexible as you grow

Manage your CRM, transaction workflows, and client docs—all in one place, no extra tools required.

“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

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“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 real estate 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.”