Manage customer relationships, streamline operations, and enhance productivity with a customizable CRM tailored to your business needs.


Choose just the features your team needs for client management. Adapt and expand your CRM easily as your workflows and business evolve—no code needed.
Connect spreadsheets, CRMs, and project management tools with real-time sync—or manage everything in Softr Databases. One source of truth for your client interactions.
Deliver a branded, secure CRM portal for your team and clients. Manage contacts, deals, and activity with personalized dashboards and permissions.
Access your CRM on desktop or mobile—no extra setup needed. Stay connected and manage relationships anywhere.
Access your CRM on desktop or mobile—no extra setup needed. Stay connected and manage relationships anywhere.
Connect with your existing tools to automate lead updates, follow-ups, and reminders—no manual entry required.
Create different CRM experiences for sales, support, or clients, so each group sees the data and tools they need.
Set permissions for each user group—control who can view, update, or manage contacts and deals.
Keep CRM data safe with SOC2 and GDPR compliance and advanced access controls.
Sales teams can ask AI for customer info or deal insights—get instant answers right inside your CRM, powered by Softr.
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.
Launch your web based CRM in minutes using drag-and-drop blocks and ready-made templates.
Add pipelines, custom fields, or reports as your CRM needs change—no rebuild required.
Manage contacts, deals, and tasks in one web based CRM—no need for separate tools or logins.
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.
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.
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.












A web based CRM is a centralized online platform where your team can manage customer relationships, track deals, log communications, and view client data from any device. Instead of juggling multiple spreadsheets or email chains, everything is organized and accessible in one place, making it easier to collaborate, follow up, and provide a consistent experience for your prospects and customers.
Softr lets you quickly build a web based CRM that fits how your team works. You can connect your existing databases—like Airtable, Hubspot, Notion, monday.com, SQL, and more—and set up a CRM where users can add contacts, manage deals, see notes, and track interactions, all securely online.
You don’t need to code anything. Start from a template or build your own layout, control who sees what, and brand it to match your company. It’s fast to launch, easy to update, and flexible enough to grow as your sales process evolves. Everything stays organized and looks professional.
You can add a wide variety of features to your web based CRM to support your workflow. Some of the most common include:
\- User logins – so each team member or manager can access the CRM securely
\- Custom dashboards – to display sales pipelines, active leads, or recent activity
\- Forms – for adding new contacts, deals, or logging calls and notes
\- File sharing – upload and store important documents related to clients or deals
\- Search and filters – to quickly find contacts, opportunities, or tasks
\- Tables, lists, and detail views – to show all your leads, companies, or communications
\- Comments or status updates – to keep track of follow-ups or deal progress
\- Charts – to visualize sales performance or pipeline stages
\- Calendar view – to keep track of meetings, follow-ups, or deadlines
\- Permissions and roles – so each user only sees information relevant to them
Everything is built using Softr’s drag-and-drop blocks, so you can create these features without any coding. And if your process changes, you can easily update your CRM at any time.
No coding is required. You can build your web based CRM entirely using Softr’s visual editor. Everything from page layout to user permissions can be customized without having to write any code.
Yes. You can manage multiple clients or teams within a single web based CRM built with Softr. Each user will only see the data and records that are assigned to them, based on their role and login credentials. This is especially helpful if your organization serves multiple customers, departments, or sales teams and you want to keep their information organized and secure in one place.
Softr supports a broad range of data sources for your web based CRM. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also use the REST API to integrate with additional data sources. Multiple data sources can be used in the same CRM, allowing you to pull in information from different platforms at once. Many sources support real-time, two-way sync to ensure your CRM data stays up to date.
Yes, Softr gives you full control over the user experience and permissions within your web based CRM. You can tailor the layout, navigation, and content to fit your organization’s workflow and branding. Each page, section, or record can be shown or hidden based on a user’s role, so every salesperson, manager, or team member sees only what’s relevant to them. You can create different roles—like admin, team lead, or sales rep—and set specific permissions for what each role can view or edit. Personalized views can also be configured by filtering records based on the logged-in user, helping keep your CRM organized and secure.
Absolutely. You don’t need to migrate data from another system to start using Softr for your web based CRM. If you’re starting fresh, you can use Softr Databases, which is built right in and works seamlessly with your CRM setup. If you do have existing data in platforms like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. Using the REST API connector, you can even bring in data from custom sources, so your CRM is always tailored to your needs.
Yes, you can fully white-label your web based CRM in Softr. You can use your own logo, brand colors, fonts, and custom domain to make the CRM feel like a natural extension of your organization. You can also remove all Softr branding, so your team and users only see your company’s identity throughout the experience.
Yes, you can. Softr gives you a lot of flexibility to control both the design and layout of your web based CRM. You can adjust colors, fonts, spacing, and page structure to reflect your brand guidelines. You can also choose how each page is organized, decide which blocks go where, and set what different users see when they log in.
To display your CRM data, you can add different types of blocks depending on your needs:
\- Table blocks – to show structured data like leads, contacts, or sales pipelines
\- List or Card blocks – to highlight things like customer profiles, tasks, or activities
\- Detail View – to show one record at a time, such as an individual deal or account
\- Forms – for data entry or updating records
\- Charts – to visualize sales metrics or KPIs
\- Calendar blocks – to display upcoming meetings or follow-ups
If your CRM requirements change later, it’s easy to update the design and content right in the visual builder.
Softr is built with security in mind. All data is encrypted in transit (TLS) and at rest, and your web based CRM is hosted on secure, reliable infrastructure. Softr apps also give you full control over who can see and do what in your CRM. You can set up role-based permissions, manage users directly within your data source, set visibility rules, and apply global restrictions to protect sensitive data across your entire CRM.
For CRMs connected to external data sources like Airtable, Notion, or SQL, Softr doesn’t store your data—it just displays it in real time based on your access settings. You’re always in control of your data and who can view or edit it.
Softr also follows industry best practices for authentication, access control, and platform monitoring to help keep your CRM information safe.
You can get started for free. Softr’s Free plan lets you publish one app with up to 10 app users and 2 user groups, and includes support for all standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your CRM needs more users or advanced features, you can explore the available paid plans: <https://softr.io/pricing>
Softr is designed to make it easy to build fully functional, user-facing apps—like web based CRMs, client portals, or internal tools—without writing code or relying on developers. What sets it apart is how quickly you can go from idea to a working CRM, and how well it connects with your existing data.
Unlike some no-code tools that focus on mobile apps (like Glide) or are more dev-oriented (like Retool), Softr is built for non-technical teams who want full control over layout, user experience, and permissions. You can build on top of real-time data from tools like Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded CRMs that your team can use.
You have complete visual control—from content and design to user roles and access. And since Softr includes things like permissions, forms, conditional logic, and API support out of the box, you don’t need to piece together multiple tools to launch a polished CRM.
Yes. Softr supports a wide range of integrations so you can connect your web based CRM to the rest of your software stack. You can sync with tools like Stripe for payments, Intercom for messaging, and automate tasks using Zapier, Make, and N8N. Softr also supports REST API and webhooks for more advanced workflow automation.
Whether you need to send CRM data to another system, trigger automations based on user actions, or display information from other tools, you can build it right into your CRM, without writing code.