Build your own service CRM software, no code required
Streamline client interactions, manage services, and enhance efficiency with a customizable CRM tailored to your business needs.
Build exactly what your team needs
Create a service CRM tailored to your workflow. Start simple, add only the features you need, and adapt as your service processes evolve.
Lead and inquiry capture
Job scheduling and assignment
Customer communication log
Service ticket management
Quote and invoice management
Feedback and performance tracking
Bring all your service data together in real time
Connect spreadsheets, CRMs, and support tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your service team.
Custom access for every team. Built-in security, no dev time.
Equip your sales and support teams with the right CRM tools. Set up secure logins, user groups, and granular permissions—no IT support needed.
Advanced permissions
Give sales reps, managers, and support staff tailored access—so each role works with just the right CRM data and dashboards.
User groups
Give sales reps, managers, and support staff tailored access—so each role works with just the right CRM data and dashboards.
Automations
Integrate with Make, Zapier, or N8N to automate lead capture, follow-ups, and status updates—reducing manual CRM work.
Works on any device
Access and update CRM data from anywhere. Your CRM app is fully mobile-ready out of the box.
Easy, secure logins
Provide your team with Google, email, or SSO logins for fast, secure access to CRM tools—no IT tickets required.
Security
Keep customer and sales data safe with SOC2 and GDPR compliance, plus advanced access controls for your CRM.
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AI Assistant for Your Sales Team
Let sales teams ask AI for lead info, updates, or next steps—get instant answers right inside your CRM, powered by 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.
Easy, fast setup
Create your service CRM in minutes with drag-and-drop blocks and ready-made CRM templates.
Consolidate your stack
Easily add pipelines, integrations, or automations as your service workflows change—no rebuilds needed.
Flexible as you grow
Start with your CRM, then add service dashboards, portals, or forms—all in one place, no extra tools.
Build a fully custom service 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.
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Frequently asked questions
Build your CRM tool effortlessly