Create a custom CRM in minutes with AI
Softr makes it easy to build a flexible CRM tailored to your business operations and industry—no code required.




Create a single source of truth for your customer data
Softr's AI Co-Builder generates a database when it builds your app, or you can connect to 17+ data sources. Whether you have existing data or are building from scratch, you're covered.
Add only the views and features you need
Describe what you need, get a full CRM back. Then switch between AI and visual editing to add content, adjust logic, and iterate as your workflows evolve.





Deliver a no-code CRM tailored to your business
Create a secure, real-time system your team can actually use.
Production ready
Logins, user management, hosting, and more — built in and working from the moment you hit publish.
Branding
Deliver a sleek and professional-looking CRM that reflects the look and feel of your brand.
Workflow automation
Use Softr Workflows to automate processes across your app — or connect to Make, Zapier, n8n and more.
Advanced permissions
Customize who sees what, and which actions they can take, even at the most granular level.
Works on any device
Turn your CRM into a downloadable app in one click with Softr’s PWA feature — no extra design work needed.
Security
Protect customer information from security threats. Softr is fully compliant with SOC2 and GDPR regulations.
Add an AI chatbot to your CRM
Let your team ask AI questions directly in your CRM and get instant answers from live customer and deal data — from pipeline status to account details.

Consolidate all your tools
Stop overspending on pricey tools with unused features. Build custom business software that fits your workflows perfectly.
Go from zero to custom CRM, incredibly fast
Connect to your data in seconds
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.
Customize layout and logic
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.
Publish and launch
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.














Frequently asked questions
A CRM (Customer Relationship Management) system is software that helps businesses manage all interactions with their customers and prospects in one place. It centralizes customer data, including contact details, communication history, deals, tasks, and notes, so teams can stay organized and provide a better customer experience.
With a CRM, sales, marketing, and support teams can track relationships over time, see the full history of each client, and collaborate more effectively.
A CRM is used to manage customer relationships, track sales pipelines, and organize communication across different channels (email, calls, meetings, chat, etc.).
Businesses use CRMs to:
- Keep all customer and lead information in one central database.
- Track sales opportunities and deal stages.
- Automate follow-ups and reminders.
- Share information across sales, marketing, and support teams.
- Improve customer service with faster, more personalized responses.
In short, a CRM helps teams work more efficiently while making sure no customer detail or opportunity falls through the cracks.
A custom CRM gives businesses the flexibility to design workflows, fields, and dashboards that fit their exact processes, instead of forcing them to adapt to rigid, off-the-shelf software.
The key benefits of a custom CRM include:
- Tailored workflows: Adapt the system to your unique sales, support, or client management process.
- Better adoption: Teams are more likely to use the CRM if it matches how they actually work.
- Integration flexibility: Connect with your existing tools (like email, calendars, databases, or marketing platforms).
- Scalability: Start small and add features as your business grows.
- Competitive advantage: A custom CRM reflects how your business operates, making it easier to provide a differentiated customer experience.
With Softr, you can use AI to build a custom CRM that includes all of these features and more, while customizing the look and functionality to match your brand and workflows — all without code.
A good CRM should include features that help you manage relationships, track opportunities, and automate tasks.
Core features include:
- Contact management: Store and organize client and lead details.
- Pipeline tracking: Visualize and manage deals through different stages.
- Task and reminder automation: Ensure follow-ups happen on time.
- Communication tracking: Log emails, calls, and meetings in one place.
- Reporting and analytics: Get insights into sales performance and customer behavior.
- Collaboration tools: Let team members share updates and notes.
With a custom CRM, you can go beyond the basics — for example, adding client portals, AI assistants, or custom workflows tailored to your business processes.
Traditionally, building a CRM meant buying rigid enterprise software or hiring developers to code one from scratch. Both options were expensive and time-consuming. Today, you can create a custom CRM much faster with no-code platforms like Softr.
Here’s how it works in Softr:
- Connect your data: Start by choosing where your client data will live. With Softr, you can build on top of tools you already use, such as Airtable, Google Sheets, Notion, SQL, or Hubspot. Or, create and manage records directly in Softr Databases. This lets your CRM adapt to your workflow instead of forcing you to switch systems.
- Set up users and permissions: Define roles for sales reps, managers, or admins. Control who can view, update, or manage records with secure logins and role-based access.
- Build your pages: Use drag-and-drop blocks to create dashboards, pipelines, deal detail pages, or client profiles. You can customize layouts and restrict access so each team member sees only what’s relevant to them.
- White label your CRM: Add your logo, colors, and layouts so the system looks professional and fits seamlessly with your business identity.
- Add workflows and permissions: Trigger tasks, notifications, or updates automatically. For example, send alerts when a deal moves stages or assign tasks when a new lead is added.
- Publish and iterate: Get your CRM live in hours, then continue to adjust or expand it as your business grows — no developers needed.
With Softr, you can build a lightweight but powerful CRM using templates, integrations, and even AI assistance to speed up setup.
Yes. With Softr's AI Co-Builder, you can describe the CRM you need and get a fully functional app back — database, logic, and UI included — without writing a single line of code.
Softr's AI Co-Builder generates a Softr database schema when it builds your CRM, so if you're starting from scratch, your data structure is ready to go. You can add or import data directly — no migration needed.
If you already have data elsewhere, Softr connects to 17+ sources including Airtable, Google Sheets, HubSpot, Notion, MySQL, PostgreSQL, monday.com, ClickUp, and more — or connect any system through the REST API connector.
Either way, your CRM stays in sync with your data in real time.
Yes. Softr includes built-in AI features you can add to your CRM without any coding or API setup.
You can add an AI assistant that reads from your live CRM data and answers questions instantly — so your sales and ops teams can ask about deals at risk, top-performing reps, or clients with overdue invoices and get accurate answers pulled directly from your data.
You can also customize how the AI responds, set permissions so only the right roles can access sensitive information, and keep responses secure.
This turns your CRM from a static database into an interactive tool — saving your sales and operations teams time while giving everyone self-service access to the insights they need.
Most CRM tools are either too rigid, too expensive, or fall apart the moment real users and real data are involved. Softr is different because it's built for actual business use from day one.
Describe the CRM you need, and the AI Co-Builder generates a fully functional app — database, logic, and UI already connected. No generated code to debug, no developer needed to make it production-ready.
From there, you stay in control: customize through prompting or visual editing, manage data in Softr Databases or connect to existing tools, set up role-based permissions, and automate processes with Softr Workflows. As your business grows, your CRM grows with it, without starting over or calling in a developer.



















