Create a secure tax client portal for your firm.

No more endless emails or lost documents. With Softr, you can build a secure portal tailored to your workflowsβ€”incredibly fast. No coding or design skills needed.

Free who is the leader of the CRM builder

Trusted by 500,000+ teams worldwide

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""When I started using Softr, it was clear immediately that the capabilities were beyond what I found elsewhere. It will play a key role in the near future as we differentiate ourselves with a custom CRM.""

Yohei Nakajima General Partner, Untapped Capital

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Tailor your tax client portal to fit your workflows

Sales pipeline

Visualize and manage sales stages with a customizable pipeline. Track deals and optimize your customer relationship processes.

Lead management

Capture leads effectively with custom forms and unify data to streamline follow-ups and drive sales growth.

Account & contact management

Keep all customer interactions in one place to simplify tracking, manage relationships, and drive customer success.

Reporting & dashboards

Build real-time dashboards to monitor sales performance, analyze lead conversion, and make data-driven decisions easily.

Customer communication

Send updates or nurture customer relationships easily by centralizing communication directly within your portal app.

Billing & payments

Streamline invoicing and payment collection with integrated payment tools like Stripe and PayPal in your CRM system.

Build a CRM for your team β€” no coding or design skills needed

Say goodbye to spreadsheets and manual workflows. Use modern, drag-and-drop blocks like Lists, Tables, Charts, Forms, and Kanban to build a view of your customer interactions and deal flow in a modern app interface.

Build a CRM for your team with Softr

Create a single source of truth for your customer data, fast

Connect to your existing databases or spreadsheets and map them to your app in minutes. Securely manage CRM access for different user groups to prevent data oversharing.

Show users only what they need to see

Collect information to fit your workflows

Capture lead information, customer questions, feedback, and more. Softr lets you build multi-step forms with a visual logic builder directly into your apps, and automatically send information back to your database.

Collect information to fit your workflows

Our customers love us

Rated 4.8 in 450+ verified reviews

Read why companies and operators love Softr.

"They say that if you can’t explain it in a simple way, you don’t understand it well enough. I say the same thing about any software. If you can’t figure it out in the first 10 min by yourself without any tutorial, it’s probably not for you. Since the first moment we discovered Softr, we started the work."

Rachid
Rachid Akiki COO at Bookzdoctor

"The best no-code platform to create websites based on airtable databases."

Alexander
Alexander K. Ecommerce Manager

"Softr is an easy to use no-code platform that has so much potential."

Paul
Paul L. Head of Digital Marketing

"Creating a customer portal with Softr allows us to give our customers that bit of extra value. Our customers always comment on how easy to use our Softr portal is and love the fact that it updates with data from Airtable in real-time."

Jeremy
Jeremy Taylor Owner, Defiant CNC

"Incredible platform - from web noob to office superstar in a month!"

Bryant
Bryant H. Analyst

"I have been impressed with the flexibility of Softr. The ability to pull data from different Airtable bases into different blocks and display them on one page was one of the main reasons I chose Softr."

Dan
Dan Smith Director at DS Automotives

"Softr is the goldilocks of no code β€” not too difficult, not too simple. It’s powerful in that you can build a dynamic app that reacts to user inputs, yet is simple enough to build quickly."

Chez
Chez Spigelman Co-founder at Nextcohort

"Easily the shortest learning curve on any app I've used! It's very intuitive and when you can't figure something out the support is excellent and there is also a great community who are always willing to help."

Brian
Brian M. Director

"The best no-code platform to create websites based on airtable databases."

Alexander
Alexander K. Ecommerce Manager

Build a custom who is the leader of the CRM that fits your business

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