Build a simple CRM tailored to your team
Generate a clean sales database, track pipeline stages, and automate follow-ups in minutes, without code.
Shape deal stages around your pipeline
Customize lead views, contact records, and task reminders. Add custom deal fields and tracking steps as your sales process expands.
Lead capture and intake
Visual pipeline tracking
Contact history management
Automated task reminders
AI interaction summaries
Sales performance dashboards
Unify your pipeline data in real time
Connect Google Sheets, Airtable, or HubSpot with real-time sync, or manage accounts directly in Softr Databases. Keep deal context in one secure location.
Custom access for every team, with built-in security.
Give each teammate the right tools and access. Set up secure logins, user groups, and granular permissions, no dev work needed.
Advanced permissions
Give account executives, SDRs, and managers tailored views, so each team member focuses on their active leads.
User groups
Give account executives, SDRs, and managers tailored views, so each team member focuses on their active leads.
Automations
Streamline sales follow-ups with Softr Workflows. Trigger automated task reminders and deal status updates as leads progress.
Works on any device
Access contact records and update pipeline stages on the go. Every custom CRM is fully mobile-ready out of the box.
Easy, secure logins
Use Google, email, or SSO logins to give your sales team instant access without creating IT overhead.
Security
Protect valuable prospect data and interaction histories with SOC2 compliance and precise field-level privacy settings.
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
Build your CRM in minutes with AI. No dev time needed, just describe your pipeline and fields.
Consolidate your stack
Add pipeline stages, track new deal metrics, or integrate tools as your sales team grows.
Flexible as you grow
Manage leads, log interactions, and visualize performance in one place with no extra seat fees.
Generate a fully custom simple CRM with AI in minutes
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
The go-to platform for business operations
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Build your simple CRM in minutes
Describe your sales pipeline and let AI generate a clear, customized CRM for your team.