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


Build a CRM that matches your retail workflow. Add only the features and views you need today, with the flexibility to update as your business grows.
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.
Give your retail team the right tools and data access they need. Set up secure logins, user groups, and permissions—no IT support needed.
Provide tailored access for store staff, managers, and support—so each role sees only the info they need.
Provide tailored access for store staff, managers, and support—so each role sees only the info they need.
Connect with POS, email, or other retail tools to automate reminders, notifications, and follow-ups.
Let your team access the CRM at the counter, in the back office, or on the go—mobile-ready by default.
Use Google, email, or SSO logins so staff can access the CRM securely—no IT tickets required.
Keep customer and sales data secure with SOC2 and GDPR compliance, plus detailed access controls.
Sales teams can ask AI for customer info, orders, or insights—answers appear instantly inside your retail CRM portal.
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 retail CRM in minutes using drag-and-drop blocks and built-in templates.
Add features like inventory tracking or loyalty programs as your retail workflows change—no rebuild needed.
Start with a CRM, then add order forms, vendor portals, or analytics—all in one place.
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 retail CRM is a secure online platform where your retail team can manage customer data, track sales interactions, and monitor ongoing activities all in one place. It centralizes communication and sales history, so you don’t have to juggle spreadsheets or scattered email chains. This makes it easier to keep customer information organized and deliver a better experience for both your team and your shoppers.
Softr makes it simple to build a retail CRM tailored to your store’s workflow. You can connect your existing data sources—like Airtable, HubSpot, Notion, or SQL—and create a centralized space where your team can view customer profiles, track orders, manage leads, and access sales reports, all in one place.
No coding is required. You can start with a template or build from scratch, adjust the layout, set up roles for different staff members, and brand the CRM to match your store. It’s quick to launch, easy to update, and flexible enough to grow as your retail business expands.
You can add a wide range of features to your retail CRM to fit your sales and customer management needs. Some popular options include:
\- User logins – so staff can access and manage their customer lists
\- Custom dashboards – to show sales performance, inventory status, or customer engagement metrics
\- Forms – for capturing new customer leads, feedback, or order details
\- File sharing – to store and retrieve important documents like invoices or product images
\- Search and filters – to quickly find customer records, sales orders, or product details
\- Tables, lists, and detail views – for displaying customer profiles, purchase histories, or team tasks
\- Comments or activity logs – to keep track of customer interactions and follow-ups
\- Charts – for visualizing sales trends or inventory turnover
\- Calendar view – to track promotions, follow-ups, or key sales events
\- Permissions and roles – so each team member only sees relevant information
All these features are built using Softr’s drag-and-drop tools, so you can create and customize your CRM without any coding. And if your needs change, you can easily update your system.
No coding is needed. You can build your retail CRM entirely using Softr’s visual editor. Everything from the layout to permissions can be customized without writing a single line of code.
Yes. You can manage multiple customers, sales teams, or retail locations in a single retail CRM. Each user only sees the information and data assigned to them, based on their login and role. This is especially helpful for retail managers, sales associates, or teams who need to interact with different customer segments or stores.
Softr supports a wide variety of data sources that you can use for your retail CRM. 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 connect additional data using the REST API.
You’re not limited to just one source. You can integrate multiple sources into your CRM and display them side by side—so your retail CRM can pull in product data from Airtable and sales leads from HubSpot at the same time. Most integrations support real-time, two-way sync, so any updates in your CRM or data source happen automatically.
Yes, Softr gives you complete control over how users experience your retail CRM. You can customize the layout, navigation, and content to reflect your brand and retail workflows. Each section or page can be shown or hidden based on the user—so, for example, a store manager will see different info than a sales associate or customer service rep.
You can set up distinct user roles, like sales team member, manager, or admin—and specify exactly what each role can access or edit. For example, team members might only view their assigned customers, while managers can oversee all sales activity. You can also create personalized dashboards and filter data automatically by the logged-in user, making sure each team member sees only what’s relevant to their role.
This flexibility is especially useful when managing multiple retail locations, teams, or customer groups in the same CRM. It keeps your data secure, organized, and personalized for every user.
Yes, you can. You don’t need existing data from another tool to start building your retail CRM with Softr. If you’re starting fresh, you can use Softr Databases, which is built right into the platform and integrates seamlessly with your CRM application.
If you already have customer or sales data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those too. The REST API connector allows you to bring in data from other sources as well. No matter where you’re starting, you get full control over how your retail data is managed and displayed.
Yes, you can fully white-label your retail CRM in Softr. You can use your own logo, brand colors, fonts, and custom domain so the CRM feels like a seamless part of your retail brand. You’re also able to remove all Softr branding, so your team and users only see your company’s identity throughout the CRM experience.
Absolutely. Softr gives you a lot of flexibility to tailor both the design and layout of your retail CRM. You can adjust colors, fonts, spacing, and page structure to reflect your retail brand’s style. You have control over page layouts, can choose which blocks appear where, and decide what different user roles see when they log in.
To organize your retail data, you can add different types of blocks as needed:
\- Table blocks – for displaying product inventories, customer lists, sales pipelines, or order tracking
\- List or Card blocks – for quick overviews of customers, products, or store locations
\- Detail View – to view individual customer profiles or order details
\- Forms – for capturing new leads or order requests
\- Charts – to visualize sales trends or inventory levels
\- Calendar blocks – to highlight events like product launches or sales deadlines
If your needs change, you can easily update your CRM’s content or design using Softr’s visual builder.
Softr is designed with security as a priority. All data in your retail CRM is encrypted in transit (TLS) and at rest, and your CRM is hosted on secure, reliable infrastructure. You have full control over user access and permissions, with the ability to set up role-based access, manage users via your connected data source, configure visibility rules, and enforce restrictions to safeguard sensitive retail data across the CRM.
When you connect external data sources like Airtable, Notion, or SQL, Softr does not store your information—data is displayed in real time, following your permissions. You remain in control of your retail data and who can access or edit it.
Softr also follows best practices for authentication, access controls, and continuous monitoring, helping keep your retail CRM information safe.
You can start building your retail CRM for free. Softr’s Free plan allows you to publish one app with up to 10 users and 2 user groups, supporting all main data sources like Softr Databases, Airtable, Google Sheets, and more.
If your retail CRM requires additional users or features, you can explore Softr’s paid plans for more flexibility and advanced capabilities.
Softr is built to make it simple to create robust, user-facing apps—like retail CRMs, internal dashboards, and customer portals—without code or developer help. What makes Softr unique is how quickly you can launch a working CRM and how easily it integrates with your existing data sources.
Unlike some no-code platforms that focus on mobile apps (like Glide) or are more technical (like Retool), Softr is made for retail teams who want complete control over design, user experience, and permissions. You can build on real-time data from tools like Airtable, Google Sheets, Softr Databases, or SQL and create secure, branded CRMs that your staff and customers can log into.
You have full visual customization—content, layout, and user access. Softr also includes built-in features like user roles, forms, conditional logic, and API capabilities, so you don’t need extra tools to get your retail CRM up and running.
Yes, you can. Softr supports a variety of integrations so you can connect your retail CRM to your broader tech stack. You can link up with tools like Stripe for payments, Intercom for customer support, and automate processes using Zapier, Make, or N8N. Softr also supports REST API and webhooks for more customized automation.
Whether you want to update inventory, trigger customer notifications, or sync data between systems, you can automate these workflows directly within your retail CRM—no coding required.