CRM

Build your own retail CRM, no code required

Manage customer relationships, track sales, and optimize marketing with a customizable CRM tailored for your retail business.

A user interface dashboard for a retail CRM, displaying customer profiles, sales analytics, and navigation menus.
retail crm mobile ui
Loved by 800,000+ teams around the globe
Data Management

Unify your customer data in real time

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

Explore all data sources
Power

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

Give your retail team the right tools and data access they need. Set up secure logins, user groups, and permissions—no IT support needed.

Advanced permissions

Provide tailored access for store staff, managers, and support—so each role sees only the info they need.

User groups

Provide tailored access for store staff, managers, and support—so each role sees only the info they need.

Automations

Connect with POS, email, or other retail tools to automate reminders, notifications, and follow-ups.

Works on any device

Let your team access the CRM at the counter, in the back office, or on the go—mobile-ready by default.

Easy, secure logins

Use Google, email, or SSO logins so staff can access the CRM securely—no IT tickets required.

Security

Keep customer and sales data secure with SOC2 and GDPR compliance, plus detailed access controls.

AI Magic

An AI assistant for sales teams

Sales teams can ask AI for customer info, orders, or insights—answers appear instantly inside your retail CRM 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 retail crm

Easy, fast setup

Launch your retail CRM in minutes using drag-and-drop blocks and built-in templates.

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

Consolidate your stack

Add features like inventory tracking or loyalty programs as your retail workflows change—no rebuild needed.

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

Flexible as you grow

Start with a CRM, then add order forms, vendor portals, or analytics—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
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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
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 retail 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 retail CRM?
What are the benefits of building a retail CRM with Softr?
What types of features can I build into my retail CRM?
Do I need to know how to code to build a retail CRM in Softr?
Can I manage multiple customers or sales teams in the same retail CRM?
Which data sources does Softr support for a retail CRM?
Can I customize the user experience and permissions in my retail CRM?
Can I use Softr for my retail CRM if I don’t already have my data in another tool?
Can I white-label my retail CRM in Softr, including using my own branding?
Can I customize the design and layout of my retail CRM?
How secure is my data in Softr apps?
How much does it cost to build a retail 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 retail CRM in minutes

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