Streamline client interactions, track leads, and boost sales with a customizable CRM app tailored to your business needs.


Build a sales CRM that matches your team’s workflow. Add only the features and views you need today, then iterate as your process evolves.
Connect spreadsheets, CRMs, and lead management tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your sales process.
Empower your sales reps, managers, and support teams with secure, personalized access to leads, pipelines, and reports—no IT required.
Give different teams—like inside sales, field reps, or support—tailored dashboards and data views.
Give different teams—like inside sales, field reps, or support—tailored dashboards and data views.
Integrate with tools like Zapier or Make to automate lead assignment, follow-ups, and notifications.
Sales teams can access and update leads, pipelines, and notes from desktop or mobile—anytime, anywhere.
Let your team log in quickly and securely using Google, email, or SSO—no IT tickets needed.
Protect sales data and contacts with SOC2 and GDPR compliance, plus robust access controls for every user.
Sales teams can ask AI about leads or deals and get instant answers, all built into your CRM—no need to switch apps.
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.
Spin up your sales CRM app in minutes with drag-and-drop blocks and tailored templates.
Add deal stages, reporting, or lead capture as your sales process changes—no rebuild required.
Start with your sales CRM, then add dashboards, contact forms, or team portals—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 sales CRM app is a secure, centralized platform where your sales team can manage leads, track deals, and store important customer information. It helps keep all your sales communications, activities, and documents in one place, so you don’t have to juggle spreadsheets or dig through emails. This makes it easier to stay organized, close more deals, and provide a better experience for your team and customers.
Softr makes it simple to build a sales CRM app that fits your team's workflow. You can connect your existing sales data from Airtable, HubSpot, Notion, monday.com, SQL, and more, and create a workspace where your team can log in, see updates, manage pipelines, and track leads—all in one place.
There’s no need to code. You can start with a template or build from scratch, customize the layout, control who sees what, and brand it to match your company. It’s quick to set up, easy to maintain, and flexible enough to grow as your sales process evolves. It just helps your team stay organized and look professional.
You can add a variety of features to your sales CRM app depending on your sales process. Some of the most useful ones include:
\- User logins – so each sales rep can access their own accounts and leads
\- Custom dashboards – to show deal pipeline, targets, or recent activity
\- Forms – for adding new leads, updating deal stages, or collecting notes
\- File sharing – upload and access proposals, contracts, and other documents
\- Search and filters – to quickly find deals or contacts
\- Tables, lists, and detail views – to manage leads, accounts, and deal progress
\- Comments or status updates – to keep communication within the team
\- Charts – to visualize sales performance and targets
\- Calendar view – for tracking follow-ups, meetings, or deadlines
\- Permissions and roles – so team members only see what’s relevant to them
All features are built using Softr’s drag-and-drop blocks, so you can create and adjust them without any coding. And if your sales process changes, it’s easy to update your app.
No coding is needed. You can build your entire sales CRM app using Softr’s visual editor. Everything from the layout to user permissions can be customized without writing a single line of code.
Yes. You can manage multiple sales pipelines or teams within a single sales CRM app. Each user will only see the contacts, deals, and data assigned to them, based on their login and role. This is especially helpful for sales organizations, agencies, or any business handling several sales teams or client accounts at once.
Softr supports a wide range of data sources for your sales CRM app. 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 data from other sources using the REST API.
You’re not limited to just one source. Multiple data sources can be integrated into your CRM app and displayed together—so you can, for example, combine deal tracking from Airtable with contacts from HubSpot. Most sources offer real-time, two-way sync to ensure your sales data stays up to date wherever you make changes.
Yes, Softr gives you complete control over the user experience in your sales CRM app. You can customize the layout, navigation, and content to fit your sales workflow and brand. Each page or feature can be shown or hidden depending on who’s logged in, so every sales rep or manager only sees what’s relevant to them.
You can also configure different user roles, such as sales rep, manager, or admin, and define exactly what each role can view or edit. For example, sales reps can see only their own deals, while managers can access data for their entire team. You can even filter views so users see only the sales data that matters to them. This level of customization keeps the CRM app organized, secure, and tailored to each user’s needs.
Yes, you can. You don’t need to have existing sales data in another tool to start using Softr for your CRM app. If you’re starting fresh, you can use Softr Databases, which is built right into the platform and integrates seamlessly with your sales processes.
If you do have existing data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. There’s also a REST API connector for bringing in data from other sources. Either way, you have full control over how your sales data is structured and displayed in the CRM app.
Yes, you can fully white-label your sales CRM app in Softr. You’re able to use your own logo, brand colors, fonts, and even a custom domain to make your CRM feel like a seamless part of your company’s ecosystem. You can also remove all Softr branding, so your sales team and users only see your company’s identity throughout the application.
Absolutely. Softr provides you with a lot of flexibility to control both the design and layout of your sales CRM app. You can easily adjust colors, fonts, spacing, and structure to align with your company’s look and feel. You get to choose how each page is designed, arrange which blocks go where, and manage what different users see upon logging in.
To present your sales data, you can add various blocks based on your needs:
\- Table blocks – for tracking leads, opportunities, or sales pipelines
\- List or Card blocks – to showcase account details, contacts, or recent activities
\- Detail View – to focus on a single deal or customer profile
\- Forms – to collect new leads or notes from your team
\- Charts – to visualize sales performance
\- Calendar blocks – to display follow-ups, calls, or meeting schedules
If your needs or design preferences change, you can always go back and update everything using the visual builder.
Softr is designed with security at its core. All data within your sales CRM app is encrypted in transit (TLS) and at rest, and everything is hosted on secure, reliable infrastructure. You have granular control over who can access what inside your CRM. You can set up role-based permissions, manage users through your connected data sources, establish visibility rules, and apply global restrictions to protect sensitive sales information.
If your CRM is connected to an external data source like Airtable, Notion, or SQL, Softr doesn’t store your records—it simply displays your data in real time according to your access settings. You remain in full control over your information and who can make changes.
Softr also follows industry best practices for authentication, access control, and platform monitoring to help keep your sales data safe.
You can start building your sales CRM app for free. Softr’s Free plan lets you publish one app with up to 10 users and 2 user groups, and it includes support for all standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your CRM needs to support more users or advanced features, you can check Softr’s paid plans for additional options: <http://softr.io/pricing>
Softr is built to make it easy to create fully functional, user-facing apps—like sales CRMs, portals, and internal tools—without writing code or needing a developer. What stands out is how quickly you can go from idea to a working CRM app, and how well it integrates with your current data sources.
Unlike some no-code tools that focus on mobile apps (like Glide) or are more developer-focused (like Retool), Softr is tailored for non-technical teams who want full control over layout, user experience, and permissions. You can build on top of real-time data from Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded CRM apps that your sales team or stakeholders can log into.
Everything is customizable visually—from fields and design to access controls. Plus, with built-in features like user roles, forms, conditional logic, and API support, you don’t need several tools to launch and manage your CRM.
Yes. Softr supports a wide range of integrations so you can connect your sales CRM app to the rest of your sales stack. You can sync with tools like Stripe for payments, Intercom for communication, and automate tasks using Zapier, Make, or N8N. Softr also supports REST API and webhooks for more advanced workflow automation.
Whether you need to send data to another sales tool, trigger automations when a lead is updated, or display information from other platforms, you can build these workflows into your CRM—no coding required.