Describe your sales process and get a CRM with secure access, permissions, and data that stays editable for real sales teams.


Choose the views and workflows your pipeline needs today, then adapt your CRM as lead qualification, deal stages, and follow-ups change over time.





Manage CRM data in Softr Databases, or connect Airtable, Google Sheets, and other systems with real-time sync. Keep one source of truth for your pipeline.
Give sales teammates tailored dashboards and access. Set up secure logins, user groups, and granular permissions for contacts, leads, and deals.
Give sales reps, managers, and leaders tailored views, so each role sees the contacts and deal stages it needs.
Give sales reps, managers, and leaders tailored views, so each role sees the contacts and deal stages it needs.
Trigger follow-ups, lead updates, and notifications with Softr Workflows when records change or buttons are clicked.
Review leads, update deal stages, and log follow-ups from a phone or desktop, with mobile-ready pages by default.
Use email, Google, or SSO logins to give sales teams secure access to contact and pipeline records.
Keep contact and deal data protected with encryption in transit and at rest, plus SOC 2 Type II compliance for Softr Databases.
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.

Capture leads and shape deal stages in minutes, with AI handling the first build and visual edits refining the CRM.

Adapt contact fields, pipeline views, and follow-up workflows as your sales process changes, without starting over.

Bring contacts, leads, and pipeline reporting into one CRM instead of splitting sales work across separate tools.
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.
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.




A CRM is a secure workspace where sales representatives, account managers, and customer success teams log in to manage customer relationships. It brings together contact profiles, company records, deal stages, meeting notes, follow-up tasks, support updates, and account timelines. Instead of searching through email threads and disconnected spreadsheets, your team gets one place to track every lead, opportunity, and customer interaction.
Sales teams get a clearer view of every prospect, deal, and follow-up without waiting for a long software implementation. Softr is an AI app builder for business software. Describe your CRM requirements in plain language, and the AI generates the database, pages, and logic, already connected and secure, with no code at any point. You can also start from a CRM template or build from scratch, then move between AI generation and visual editing whenever you want. Store records in Softr Databases, or connect tools such as Airtable, Google Sheets, or HubSpot, depending on your plan. You keep control over pipeline layouts, account visibility, user permissions, and branding.
A CRM can include the features your sales and account teams use every day, including:
- **AI inside the app:** Ask AI can answer questions about open opportunities or overdue follow-ups, while Database AI Agents can classify incoming leads by territory or buying stage.
- **Custom interface:** A Vibe Coding block can create a bespoke deal health panel showing risk signals, next actions, and renewal dates.
- **Automations:** Softr Workflows can create a follow-up task when an opportunity changes stage or notify an account manager when a renewal date is approaching.
- **Access control:** Sales representatives can see assigned accounts, while managers can review team pipelines and forecasts.
- **Data capture:** Forms support file uploads and conditional logic for qualification details, call notes, and proposal documents.
- **Reporting and navigation:** Build dashboards, charts, filtered lists, tables, kanban pipelines, and detail views with drag-and-drop blocks. Everything remains editable later.
Describe the CRM you need in plain language, such as a pipeline for leads, accounts, opportunities, and renewal tasks, and Softr uses AI to generate it. The result runs on a stable, secure foundation instead of leaving your team with raw code to maintain. Authentication, database logic, and security are handled natively, so a broken prompt is less likely to become a broken sales pipeline on Day Two. If you use a Vibe Coding block for a custom forecast panel or deal workspace, every prompt and edit is versioned. You can roll back a change that disrupts opportunity stages or account views instead of trying to re-prompt your way out of the problem.
Yes. Keep sales, customer success, and leadership in one CRM while each group sees the accounts, opportunities, and tasks assigned to them. Login and role-based permissions can give sales representatives access to their own deals, while managers review team pipelines and executives see broader revenue reports.
A spreadsheet is not required to get started. Softr Databases is built into the platform, so you can create company records, contact profiles, opportunities, and activity timelines directly in your CRM. If your sales data already lives in Airtable or Google Sheets, you can connect it instead. HubSpot, Notion, Coda, monday.com, Supabase, and SQL sources are also supported, with availability depending on the plan, while the REST API connector covers other systems. Either way, you decide how account data is structured and how pipeline records appear to each team.
Softr Databases comes first for a CRM because it is the native relational source built for business apps. Your contact profiles, company records, and opportunity stages stay native to the platform for high performance and fast automation triggers. Softr also connects to 21+ external data sources, including Airtable, Google Sheets, HubSpot, SmartSuite, and BigQuery. One CRM can draw on several sources at once, such as customer contacts from HubSpot and sales activity from Google Sheets. Most supported sources offer real-time two-way sync, so updates to account records can flow between the CRM and connected systems.
Sales managers can see every opportunity in their region, while sales representatives see only the leads, accounts, and deals assigned to them. Customer success users can access active customer profiles and renewal tasks without viewing private sales compensation fields. Softr lets you control layout, navigation, and content by login, with precise view and edit rights for each role. You can also filter lists by the logged-in user, so each representative opens a personal task queue. Before launch, the built-in preview lets you open the CRM as any user group and confirm access without creating test accounts.
Yes. Apply your company logo, brand colors, fonts, and custom domain to the CRM, then remove Softr branding. This gives sales representatives, account managers, and customers a consistent experience when they review opportunities, contact profiles, or account updates.
You can shape the CRM around the way your sales and customer success teams work. Adjust colors, fonts, spacing, page structure, navigation, and the content shown at login. Useful blocks include:
- **Table:** compare opportunity stages, close dates, owners, and forecast values.
- **List or Card:** scan lead queues, account summaries, or follow-up tasks.
- **Detail View:** open a complete company profile with contacts, notes, and activity history.
- **Forms:** capture new leads, call notes, qualification details, and opportunity updates.
- **Charts:** track pipeline value, conversion rates, and revenue by representative.
- **Calendar:** organize meetings, renewal dates, and scheduled follow-ups.
Each block remains editable in the visual builder, so you can refine the layout as your sales process changes.
A CRM often contains sensitive customer contacts, contract details, deal values, and sales notes, so access boundaries matter. Softr encrypts data in transit with TLS and at rest on secure infrastructure. Authentication, role-based permissions, visibility rules, and global restrictions help control who can view or edit company records and opportunity values. Users can also be managed in your data source. With Softr Databases, CRM data stays in Softr's secure environment, hosted in Europe, Germany, and the database is SOC 2 Type II compliant. If you connect an external source, Softr stores nothing there and displays live data according to your access settings. These controls support authentication, access control, and monitoring practices for real CRM work.
An AI-generated CRM can be production-ready when it is built on Softr's business-grade foundation. For sales teams, production means real representatives can update leads, managers can review opportunities, and account owners can rely on renewal records without a fragile app failing on Day Two. Unlike tools that generate custom code that is difficult to secure and maintain, Softr handles authentication, secure hosting, and granular permissions natively. You can refine the pipeline visually after generation while keeping the same foundation for real users and records. More than 1 million builders use Softr, giving teams a practical path from an initial CRM workflow to daily operations.
Pure vibe coding tools can generate fragile code for a CRM, while traditional no-code platforms often require teams to configure every database, page, and permission manually. Softr takes a hybrid approach: describe your leads, accounts, and opportunity pipeline, let AI generate the app and logic, then refine layouts and access rules visually. Authentication, roles, permissions, and hosting are already part of the foundation, which helps non-technical teams move from an initial sales workflow to production without rebuilding the basics. Softr apps are also agent-ready. A logged-in sales representative can operate the CRM through an AI assistant over MCP, but only within the records and actions allowed by the app. The same user groups and permissions apply, so there is no second access model to build or audit.
Set up a useful first automation by creating a follow-up task when a sales representative moves an opportunity to a new stage. Softr Workflows can run actions when a CRM record changes or when someone clicks a button, helping teams update account owners, notify managers, or prepare renewal work. The platform can also sync with tools such as Stripe and Intercom, while REST API connections and webhooks handle advanced cases. That lets you send opportunity data out, trigger actions from user activity, or display customer details from another system. These workflows and integrations can be configured without code.
Describe your sales process and get a working CRM in minutes, with no raw code to maintain.