CRM

Build your own simple CRM, no code required

Manage customer relationships, track interactions, and streamline processes with a customizable CRM tailored to your business needs.

Screenshot of a simple CRM user interface displaying customer information, contact details, and recent activity in a clean, organized layout.
simple crm mobile ui
Loved by 800,000+ teams around the globe
Data Management

Bring all your contact data together in real time

Connect spreadsheets, CRMs, and other systems with real-time sync—or manage everything in Softr Databases. Centralize all client, lead, and interaction data.

Explore all data sources
Power

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

Manage contacts, deals, and notes with the right access for every team member. Set up secure logins, groups, and permissions—no IT needed.

Advanced permissions

Give sales reps, managers, or support staff personalized dashboards, so each role gets just the CRM features they need.

User groups

Give sales reps, managers, or support staff personalized dashboards, so each role gets just the CRM features they need.

Automations

Connect with Make, Zapier, or N8N to automate lead assignment, follow-ups, and reminders—saving time every day.

Works on any device

Access and update your CRM on desktop or mobile. Every app is optimized for productivity on the go.

Easy, secure logins

Let your team log in with Google, email, or SSO for quick, secure CRM access without IT headaches.

Security

Keep your contacts and deal data safe with SOC2 and GDPR compliance, plus advanced access controls.

AI Magic

An AI assistant for your sales

Let your sales team ask AI for lead details or pipeline insights—answers are instant, right inside your CRM, powered by Softr.

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 simple crm

Easy, fast setup

Set up your simple CRM in minutes with drag-and-drop blocks and ready-made templates.

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

Consolidate your stack

Add pipelines, tasks, or integrations as your CRM needs change—no starting over required.

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

Flexible as you grow

Begin with your CRM, then add contacts, forms, or dashboards in one place—no extra tools needed.

“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 simple 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 simple CRM?
What are the benefits of building a simple CRM with Softr?
What types of features can I build into my simple CRM?
Do I need to know how to code to build a simple CRM in Softr?
Can I manage multiple contacts or accounts in the same simple crm?
Which data sources does Softr support?
Can I customize the user experience and permissions?
Can I use Softr if I don’t already have my data in another tool?
Can I white-label my simple CRM in Softr, including using my own branding?
Can I customize the design and layout of my simple CRM?
How secure is my data in Softr apps?
How much does it cost to build a simple CRM with Softr?
How is Softr different from other no-code tools?
Can I automate workflows and integrate with other tools?

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Build your CRM effortlessly

Set up your first simple CRM in just minutes.
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