Document Management

Build record management software, no code required

Securely store files, manage approvals, and track retention in an AI-powered system built with AI to fit your team's record workflows.

Screenshot of a record management software interface showing a searchable document list, file category filters, upload buttons, and a data visualization dashboard.
record management software mobile ui
Loved by 1 million+ teams around the globe
Data Management

Unify your document data in real time

Connect cloud storage, spreadsheets, and databases with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business records.

Explore all data sources
Power

Custom access for every team. Built-in security.

Give each teammate the right tools and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.

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Advanced permissions

Give different team members tailored access and record dashboards, so admins and contributors see exactly what they need to manage.

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User groups

Give different team members tailored access and record dashboards, so admins and contributors see exactly what they need to manage.

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Automations

Streamline your internal processes with Softr Workflows. Trigger native automations for document approvals or status changes to keep records updated.

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Works on any device

Access and update your record management tools on the go. All apps are mobile-ready out of the box for quick document lookups in the field.

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Easy, secure logins

Use Google, email, or SSO logins to give your team fast, secure access to your document repository—no IT tickets needed.

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Security

Keep internal record data safe with SOC2 and GDPR compliance, plus fine-tuned access control to prevent unauthorized file downloads.

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 record management software

Easy, fast setup

Build your record management software in minutes with AI—no manual configuration or complex setup required.

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

Consolidate your stack

Add features like automated approvals, audit logs, or retention tracking as your compliance needs evolve.

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

Flexible as you grow

Start with record management, then add internal wikis, dashboards, or secure portals—all in one place.

How it works

Generate a custom record management software with AI

Co-build with AI

Simply describe what you need. Let Softr handle everything - Interface, database, workflows.

Iterate with AI or visually

Control most critical parts of your app yourself - roles, permissions, security.

Ship the same day

Invite team members or external clients and partners right away. No developer handover.

Customer Love

The go-to platform for business operations

Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.

Frequently asked questions

What is a record management software?
What are the benefits of building record management software with Softr?
What types of features can I build into my record management software?
How can I "vibe code" a record management software with Softr?
Can I manage multiple departments or legal entities in the same record management software?
Can I use Softr if I don't already have my document data in another tool?
Which data sources does Softr support for document management?
Can I customize the user experience and permissions for different document types?
Can I white-label my record management software in Softr?
Can I customize the design and layout of my record management software?
How secure is my data in Softr record management apps?
Is the AI-generated record management software production-ready or just a prototype?
How is Softr different from other record management no-code tools?
Can I automate record workflows and integrate with other tools?

Related use cases

Build your record management software today

Describe what you need. Softr's AI builds your record management software in minutes.