CRM Resource Hub

CRM resource hub

Everything you need to build a no-code CRM with Softr, including guides, templates, how-to articles, and more.

Loved by 1 million+ teams around the globe

Blogs

AI generated apps: 10 examples built with Softr

Attio vs HubSpot: Which CRM should you choose in 2026?

The 5 best customizable CRMs in 2026

ClickFunnels vs GoHighLevel: Which should you choose in 2026?

5 best no-code dashboard builders in 2026

The 5 best AI CRM tools in 2026

Build a CSV uploader in your Softr app with the Vibe Coding Block

The 5 best customer database software in 2026

8 best HubSpot CRM alternatives for small businesses in 2026

6 best CRMs for insurance agents in 2026

7 best pipeline management software in 2026

The 5 best roofing CRMs in 2026

The 8 best CRM accounting software tools in 2026

9 best AI tools for sales in 2026

How to enrich your CRM and prospect data with AI

The 9 best GoHighLevel alternatives in 2026

10 best Pipedrive alternatives in 2026

8 best CRM software for small businesses in 2026

How to build AI agents and automation for your CRM

How to enrich inbound demo requests with AI workflows

How to build a CRM database (no-code tutorial)

Best CRM for construction businesses: 8 options for 2026

Best CRM for service businesses: 12 tools in 2026

9 best Attio alternatives for 2026

Best CRM for agencies: 9 picks in 2026

10 best CRM software for every sales scenario

How to build an investor relations CRM

Turn Notion databases into portals and apps — no code required

Softr introduces HubSpot as a data source

Zoho vs. G Suite (now Google Workspace): Find the ultimate tech stack to boost productivity

5 personal CRM tools to organize your work and personal life

Client management software for successful businesses (all sizes)

A guide to choosing the best nonprofit CRM solution

5 best solutions for businesses using Google Workspace as a CRM

Introducing action buttons

Everything you need to know about customer service portals (+ how to create one)

How to use Airtable as a CRM (free template)

How to use Google Sheets as a CRM

Top 5 Suitedash alternatives for small businesses in 2026

Which internal tools can your sales team use to start building with no-code

Which internal tools can your marketing team start building with no code

Sales teams: Why do you need no-code

Building a sales CRM with no-code and AI

Sales teams: How to convince your manager about using no-code

The top 5 client onboarding software solutions to reduce support costs and boost retention

8 best legal CRM software for 2026

15 top Airtable use cases (with templates) for 2026

What an operational CRM is and how to build one without code

The 6 best investor relations CRMs in 2026

Best partner portal software for managing relationships in 2026

5 best Planhat software alternatives in 2026

2 Ways to Build a Custom HubSpot Partner Portal

5 best CRM software for workflow automation

5 best CRM software with client portal functionality

Looking to boost productivity & sales? Top 7 software real estate agents use

7 best customer communication management software solutions for 2026

How to automate your CRM workflow: Benefits, use cases & best practices

Find the best CRM for you (+ CRM comparison spreadsheet)

Building a custom front end on top of HubSpot CRM data — a step-by-step guide

Best HubSpot integrations: 12 powerful add-ons to optimize your workflow

Business applications: definition, examples & 7 free templates [2026]

Build a CRM in Excel in 3 easy steps (+ free template)

How to build a CRM (step-by-step guide + free template)

6 company intranet examples

10 best free client onboarding software in 2026

What Is a customer portal and why is it important?

7 best apps for client management in 2026

What is Airtable and how does it work? (2026 beginner’s guide)

Use cases

Website and landing page

Real estate client portal

Partner portal

Membership and event management

Internal tool builder

B2B portal software

Admission enrollment software

CRM

Customer stories

THE BOARD

Vestal Hub

Elite Retirement Alliance

Selfless Fiji

Minerva Network

Torigen

App templates

B2B SaaS CRM

AI CRM

Volunteer Management

Non-Profit Program Management

Marketing Campaign Management

Legal Case Management

Lead Capture Form

Donation Tracker

Client Onboarding Portal

Commercial Real Estate CRM

Client Intake Form

Sales KPIs Dashboard

CRM

Database templates

sales forecast database

territory management database

press release database

sales forecast spreadsheet

email campaign database

territory management database

press release spreadsheet

email campaign spreadsheet

lead scoring database

sales forecast database

sales forecast database

email campaign database

territory management database

lead scoring database

outbound prospecting spreadsheet

abm campaign spreadsheet

customer case study database

press release database

outbound prospecting database

lead scoring database

tenant rent database

email campaign database

outbound prospecting database

abm campaign database

territory management spreadsheet

abm campaign database

abm campaign database

property listings database

lead magnets database

restaurant reservations database

hotel reservations database

lead magnets database

restaurant reservations spreadsheet

newsletter subscribers database

restaurant reservations database

restaurant reservations database

lead magnets spreadsheet

property listings database

hotel reservations spreadsheet

property listings spreadsheet

newsletter subscribers database

newsletter subscribers database

lead magnets database

property listings database

hotel reservations database

hotel reservations database

churn reasons spreadsheet

influencer outreach spreadsheet

customer health database

partnership opportunities spreadsheet

call notes database

lead assignment database

churn reasons database

customer health spreadsheet

sales activities database

influencer outreach database

lead assignment database

account plans spreadsheet

demo requests database

partnership opportunities database

churn reasons database

call notes database

demo requests database

partnership opportunities database

customer health database

influencer outreach database

sales activities database

deal desk requests database

call notes spreadsheet

trial users database

influencer outreach database

customer health database

demo requests database

upsell opportunities database

trial users spreadsheet

rental agreements database

account plans database

upsell opportunities database

referral program spreadsheet

deal desk requests database

cross sell opportunities spreadsheet

sales activities spreadsheet

referral program database

partnership opportunities database

cross sell opportunities database

account plans database

lead assignment database

trial users database

trial users database

cross sell opportunities database

cross sell opportunities database

referral program database

referral program database

churn reasons database

sales activities database

demo requests spreadsheet

deal desk requests database

account plans database

deal desk requests spreadsheet

lead assignment spreadsheet

call notes database

upsell opportunities spreadsheet

upsell opportunities database

contract renewals spreadsheet

revenue recognition spreadsheet

guest list database

enterprise resource planning database

property management database

law firm crm database

membership dues spreadsheet

law firm crm database

real estate crm database

real estate leads database

real estate leads database

membership dues database

membership dues database

influencer management database

agency crm spreadsheet

law firm crm spreadsheet

influencer management database

influencer management database

agency crm database

real estate crm spreadsheet

art gallery inventory spreadsheet

pr contacts database

real estate leads spreadsheet

pr contacts database

freelance crm database

freelance crm spreadsheet

pr contacts database

real estate leads database

agency crm database

art gallery inventory database

real estate crm database

insurance claims database

art gallery inventory database

accounts receivable database

real estate crm database

art gallery inventory database

membership dues database

influencer management spreadsheet

freelance crm database

law firm crm database

pr contacts spreadsheet

agency crm database

freelance crm database

enterprise resource planning database

enterprise resource planning database

enterprise resource planning spreadsheet

rfp tracker database

customer testimonial spreadsheet

quota tracking database

backlink tracker spreadsheet

quota tracking database

quota tracking spreadsheet

backlink tracker database

reseller list database

reseller list database

customer testimonial database

quota tracking database

rfp tracker database

backlink tracker database

sales commission database

rfp tracker spreadsheet

sales commission database

backlink tracker database

rfp tracker database

customer testimonial database

reseller list spreadsheet

sales commission spreadsheet

reseller list database

sales kpis dashboard database

client intake database

press mention spreadsheet

customer renewal spreadsheet

customer renewal database

affiliate partner spreadsheet

customer renewal database

press mention database

press mention database

affiliate partner database

press mention database

affiliate partner database

sales kpis dashboard spreadsheet

webinar attendee database

partner portal database

artist management database

partner portal database

warranty claims tracker database

business quote database

sales pipeline spreadsheet

recruitment agency portal database

webinar attendee database

business quote database

sponsor management database

registration database

recruitment agency portal database

customer onboarding database

partner portal database

sales pipeline database

sponsor management spreadsheet

sponsor management database

webinar attendee spreadsheet

artist management database

partner portal spreadsheet

invoice tracker database

webinar attendee database

help desk database

client intake database

recruitment agency portal database

invoice tracker database

sales pipeline database

commercial real estate crm spreadsheet

sponsor management database

invoice tracker spreadsheet

commercial real estate crm database

client intake spreadsheet

commercial real estate crm database

sales kpis dashboard database

client intake database

warranty claims tracker spreadsheet

artist management database

warranty claims tracker database

business quote database

customer onboarding database

sales kpis dashboard database

customer onboarding database

customer onboarding spreadsheet

business quote spreadsheet

recruitment agency portal spreadsheet

Business contacts spreadsheet

Business contacts database

AI CRM database

Legal case management database

Legal case management database

Donor management spreadsheet

Complaint management spreadsheet

Customer feedback spreadsheet

Donor management database

Donor management database

Business contacts database

Complaint management database

AI CRM spreadsheet

Job tracker spreadsheet

AI CRM database

Sales CRM spreadsheet

Legal case management spreadsheet

AI CRM database

Sales CRM database

Sales CRM database

Donor management database

Commercial real estate CRM database

Business contacts database

Frequently asked questions

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