Manage leads, track deals, and enhance client relationships with a customizable CRM tailored to your real estate business needs.


Customize your real estate CRM with only the features and views your agents need. Adapt or add new workflows as your business and team grow.
Connect spreadsheets, CRMs, and property management systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your real estate business.
Provide agents, buyers, and sellers with tailored dashboards and permissions in a secure, branded portal. Set up access in minutes—no coding needed.
Your CRM dashboard looks great and works seamlessly on desktop and mobile. Agents and clients can check listings or messages on the go.
Your CRM dashboard looks great and works seamlessly on desktop and mobile. Agents and clients can check listings or messages on the go.
Integrate with Make, Zapier, or N8N to automate lead tracking, appointment reminders, and follow-ups.
Give agents, buyers, and sellers personalized dashboards—so each group accesses only what matters to them.
Set custom rules for who can view, edit, or manage properties, leads, or transactions—down to the user level.
Keep property and client data protected. Softr is fully compliant with SOC2 and GDPR standards.
Let agents ask AI about leads, deals, or contacts—get answers instantly, right inside your real estate CRM dashboard.
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 real estate CRM dashboard in minutes using drag-and-drop blocks and templates.
Add property tracking, lead management, or reporting as your real estate business needs change.
Start with your CRM, then add client portals, listings, or dashboards—all in one platform.
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 real estate CRM dashboard is a centralized platform where agents, brokers, and office staff can manage property listings, track leads, monitor transactions, and communicate with clients all in one place. It streamlines the sales process by organizing contacts, showing property status, and providing key metrics, helping your team stay organized and productive.
Softr makes it simple to build a real estate CRM dashboard that fits your agency’s workflow. You can connect data sources like Airtable, HubSpot, or Notion to display leads, listings, and client info, and manage every stage of your sales pipeline from one interface.
No coding is needed—you can get started with a template or customize everything to fit your brand. Adjust layouts, set user roles for your team, and automate tasks so agents can focus on closing deals. It’s quick to launch, easy to update, and flexible enough to support growing brokerages or teams.
You can add a variety of features to your real estate CRM dashboard based on your team’s needs, such as:
\- User logins – so agents, admins, and other team members have secure access
\- Custom dashboards – for tracking property status, agent performance, or sales funnels
\- Forms – for capturing new leads, inquiries, or feedback
\- File sharing – to store and access contracts, photos, or disclosure documents
\- Search and filters – to quickly find clients, properties, or leads
\- Tables, lists, and detail views – for managing contacts, showings, or deal progress
\- Comments or status updates – to log communications and next steps
\- Charts – for visualizing sales metrics or lead sources
\- Calendar view – to schedule showings, meetings, or important deadlines
\- Permissions and roles – so each team member sees only what they need
All of these are set up using Softr’s drag-and-drop blocks, so you can build and modify features without writing any code.
No coding is required. You can build your real estate CRM dashboard entirely using Softr’s visual editor. You have full control over the layout, features, and user permissions—all customizable without a single line of code.
Yes. You can manage multiple clients or agent teams within a single real estate CRM dashboard. Each user only sees the properties, leads, and data assigned to them, based on their login and role. This setup is particularly helpful for brokerages or real estate agencies working with several agents, buyers, or sellers under one platform.
Softr supports a wide range of data sources for your real estate CRM dashboard. 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 bring in property, client, or transaction data from other sources using the REST API.
You’re not limited to just one. You can integrate multiple data sources into your dashboard and view them together—so, for example, your real estate CRM dashboard can pull in listings from Airtable and lead information from HubSpot at the same time. Most sources support real-time, two-way sync, so updates in either your dashboard or your data source stay in sync automatically.
Yes, Softr gives you complete control over how users experience your real estate CRM dashboard. You can tailor the layout, navigation, and content to match your agency’s branding and workflow. Each page or section can be shown or hidden based on the user’s role, so every agent, admin, or client sees only what’s relevant to them.
You can also define user roles—such as agent, admin, or client—and specify exactly what each role can view or edit. For example, agents might only see their own leads and listings, while admins can manage all records. You can also filter data views based on the logged-in user. This flexibility helps ensure that your dashboard stays organized, secure, and relevant for everyone who uses it.
Yes, you can. You don’t need to have existing data elsewhere to start building your real estate CRM dashboard with Softr. If you’re starting from scratch, you can use Softr’s built-in databases, which work seamlessly with your dashboard.
If you do have data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can easily connect those as well. You can even use the REST API connector to bring in listings, leads, or contacts from other sources. Either way, you have full control over how your real estate data is organized and displayed in your dashboard.
Yes, you can fully white-label your real estate CRM dashboard in Softr. You can use your own agency logo, brand colors, fonts, and even a custom domain, so your dashboard feels like a seamless part of your real estate business. You also have the option to remove all Softr branding, ensuring that your team and clients only see your company’s identity throughout their experience.
Absolutely. Softr gives you plenty of options to control both the design and layout of your real estate CRM dashboard. You can adjust colors, fonts, spacing, and page structure to match your agency’s branding. You decide how each page is organized, choose which blocks to include, and set what different users—like agents or clients—see when they log in.
To present your real estate data, you can add different types of blocks:
\- Table blocks – to show listings, contacts, leads, or transaction pipelines
\- List or Card blocks – to highlight properties, client profiles, or deal stages
\- Detail View – to display one record at a time, such as a property or client overview
\- Forms – for lead capture or updating property info
\- Charts – to visualize sales performance or inventory trends
\- Calendar blocks – to show open houses, appointments, or deadlines
If your agency’s needs change, you can easily update your dashboard right in the visual builder.
Softr puts security first. All your real estate CRM dashboard data is encrypted both in transit (TLS) and at rest, and your dashboards are hosted on secure, reliable infrastructure. Softr lets you control exactly who can view or edit information—set up role-based permissions for agents, admins, or clients, manage users within your connected data source, set visibility rules, and apply global restrictions to protect sensitive client and property data.
For dashboards connected to external sources like Airtable, Notion, or SQL, Softr doesn’t store your CRM data—it simply displays it in real time according to your permissions. You always maintain full control over your data and who can access or update it.
Softr also follows industry best practices for authentication, access control, and platform monitoring to help keep your information safe.
You can get started for free. Softr’s Free plan allows you to publish one dashboard 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 real estate CRM dashboard grows or you need additional features, you can explore the paid plans for more users, advanced customization, and increased limits. Details are available here: <http://softr.io/pricing>
Softr is designed to make it straightforward to build fully functional, user-facing apps—like real estate CRM dashboards, agent portals, and management tools—without code or developer resources. What sets Softr apart is how quickly you can create a working dashboard and how easily it integrates with your existing real estate data.
Unlike some no-code tools that focus on mobile apps (like Glide) or are more technical (like Retool), Softr is built for non-technical teams who want full control over design, user experience, and permissions. You can build on live data from Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded dashboards for your team or clients.
Everything is customizable visually—from layout and content to access rules. Softr includes user roles, forms, conditional logic, and API support out of the box, so you don’t have to cobble together multiple tools to create a polished solution.
Yes, Softr supports a wide range of integrations so you can connect your real estate CRM dashboard to the rest of your workflow. You can integrate with tools like Stripe for payments, Intercom for communications, and automate tasks using Zapier, Make, or N8N. Softr also supports REST API and webhooks for deeper, custom integrations.
Whether you need to send new leads to another system, trigger notifications based on deal updates, or display information from your other real estate tools, you can build it into your dashboard—no coding required.