Build small business customer database software
Manage leads, track profiles, and view sales in an AI-powered CRM built with AI to fit your small business's unique sales workflow.
Build exactly what your business needs
Customize your customer database with the exact steps and views your team needs. Add features as sales processes evolve—no code ever needed.
Centralized lead tracking
Customer profile management
AI interaction summaries
Automated follow-up alerts
Sales performance dashboards
Client document portal
Bring all your customer data together in real time
Connect leads, profiles, and sales history from multiple tools—or manage everything directly in Softr Databases. Create one integrated system for your team.
Custom access for every team. Built-in security.
Give each teammate the right CRM tools and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give different sales reps or managers tailored access and dashboards, so each role sees just the customer data and performance metrics they need.
User groups
Give different sales reps or managers tailored access and dashboards, so each role sees just the customer data and performance metrics they need.
Automations
Streamline your sales process with Softr Workflows. Trigger native notifications for follow-up alerts or status changes to keep your pipeline moving.
Works on any device
Access and update your customer database on the go. All Softr CRM apps are mobile-ready out of the box for field sales and remote teams.
Easy, secure logins
Use Google, email, or SSO logins to give your sales team fast, secure access to customer profiles—no IT tickets or coding required.
Security
Keep small business data safe with SOC2 and GDPR compliance, plus fine-tuned access control to protect every customer interaction and record.
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 small business customer database in minutes with AI—no manual setup or complex configuration needed.
Consolidate your stack
Add features like lead tracking, performance dashboards, or automated alerts as your CRM needs evolve over time.
Flexible as you grow
Start with a CRM, then add client portals, document trackers, or sales forms—all in one place with no extra tools.
Generate a custom customer database 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 customer database software today
Go from idea to a live CRM in under an hour. Describe what you need and customize it without writing any code.