Build a web based CRM in minutes
Track leads, manage deals, and view sales performance in an AI-powered web based CRM built with AI to fit your team's specific workflow.
Tailor your web based CRM to your needs
Customize your web based CRM setup with the exact steps and views your team needs. Add features as processes evolve—no code needed.
Lead and deal management
Account and contact tracking
AI sales performance dashboards
Automated email notifications
Secure client file uploads
Ask AI data queries
Unify your CRM data in real time
Connect spreadsheets, sales tools, and account records with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Custom access for every team. Built-in security.
Give each teammate the right 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 and managers tailored access and dashboards, so each role sees just the pipeline and deal data they need.
User groups
Give different sales reps and managers tailored access and dashboards, so each role sees just the pipeline and deal data they need.
Automations
Streamline your sales processes with Softr Workflows. Trigger native notifications based on lead actions or data changes to keep deals moving.
Works on any device
Access and update your web based CRM on the go. All apps are mobile-ready out of the box for field sales and remote updates.
Easy, secure logins
Use Google, email, or SSO logins to give your team fast, secure access to customer data—no IT tickets needed.
Security
Keep sensitive customer data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your tool.
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 web based CRM in minutes with AI—no manual setup or complex configuration needed.
Consolidate your stack
Add features like lead scoring, automated notifications, or sales dashboards as your workflows evolve.
Flexible as you grow
Start with a CRM, then add client portals, dashboards, or internal forms—all in one place with no extra tools.
Generate a fully custom web based 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 web based CRM. No code needed.
Describe what you need. Softr's AI builds it in minutes. Get started free with no setup time or dev work required.