AI CRM Template

Manage your sales pipeline, track leads, and close deals with AI-powered insights.

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Overview

This free template empowers you to build a fully functional, AI-powered Customer Relationship Management (CRM) application from scratch. Designed for modern sales teams, it combines a powerful database, a responsive interface, and automated workflows into one cohesive platform.

Unlike rigid off-the-shelf solutions, this system is built on Softr, allowing you to customize every aspect of your sales process—from how you capture leads to how you close deals. It comes pre-loaded with a sample structure and dummy data, so you can immediately experience the power of AI automation and data management.

Why use this AI CRM system template

Automate manual research: Built-in AI agents automatically scour the web to enrich your company records with industry details, employee counts, and activity descriptions—saving your reps hours of research.
Chat with your data: The "Ask AI" feature allows your team to have natural conversations with deal histories and interaction logs to get instant answers without digging through files.
Streamlined pipeline management: Visualize your sales process with a drag-and-drop Kanban board that updates your database in real-time, ensuring no opportunity slips through the cracks.

Template features:

Public Lead Capture
Visitors can submit demo requests through a customized form that feeds directly into your pipeline.
Centralized CRM Database
Full contacts, companies, and deals management in one secure, relational database.
Smart Sales Ops Automation
Automated deal creation and contacts/companies matching to eliminate duplicate data entry.
Prospects Interaction Tracking
Keep a complete history of the relationship with interactions tracking (emails, meetings, notes, etc.).
Task Management
Integrated tasks management to make deals progress through the pipeline and ensure timely follow-ups.
Performance Dashboards
Visualize your success with commercial performance and pipeline analytics.
AI Sales Assistant
AI-powered insights and tools to empower Sales Reps with instant deal summaries and data enrichment.
Integrated Email Outreach
Email sending to prospects directly from within the application interface.

Who is this AI CRM template for?

This template is ideal for growing companies looking to centralize their sales operations. It’s especially useful for:

B2B SaaS companies managing complex sales cycles
Service-based businesses handling multiple client relationships
Agencies tracking leads and project opportunities
Startups scaling their sales operations with limited resources
Teams seeking AI-enhanced sales productivity
Consulting firms managing client pipelines and proposals
Software companies with ambassador or partnership programs

“What we love most about Softr is the instantaneous, customizable power a no-code platform allows.”

David Malbin

Founder, Integral Ed

How to set up your AI CRM template

1
Click Use template: Sign up or log in to your Softr account (it’s free, no credit card required!)
2
Connect and map your data: Connect to any of 14+ data sources (like Airtable, Google Sheets, HubSpot, Notion, and more) in just a few clicks. Map your data to replace mock content in pre-set fields and pages.
3
Customize logic and branding: Adjust layouts with drag-and-drop. Set user groups and permissions to control access, then style everything to match your brand.
4
Go live in minutes: Your AI CRM is ready! Publish and share the URL with your clients to start collaborating.

Frequently asked questions

What is a CRM system?
A CRM (Customer Relationship Management) system is a centralized platform that helps businesses organize and manage their interactions with current and potential customers. It replaces scattered spreadsheets with a unified database to track leads, manage sales pipelines, and store contact details, ensuring that sales teams can focus on closing deals rather than managing admin.
How does AI improve CRM functionality?
An AI CRM leverages artificial intelligence to automate manual tasks and uncover insights that traditional databases cannot. In this template, AI is used for automated data enrichment (finding company details instantly) and generative summaries (using Large Language Models to summarize deal histories). This reduces data entry time and helps sales reps prepare for meetings faster.
Why use a no-code CRM template instead of standard software?
Standard CRMs like Salesforce or HubSpot can be expensive and rigid. A no-code CRM template built on Softr allows you to build a fully custom application that fits your exact sales cycle without needing a developer. You own the data, control the costs, and can modify the interface or database structure instantly as your business scales.
Can I customize the sales pipeline and deal stages?
Yes. This system is designed for flexibility. You can fully customize the sales pipeline stages (e.g., Prospecting, Qualification, Proposal, Closed-Won) to match your specific B2B or B2C sales process. The Kanban board view automatically adjusts to reflect your custom workflow.
Is this CRM secure with role-based access?
Yes. The template includes built-in role-based access control (RBAC). You can create secure user groups (such as "Admins" vs. "Sales Reps") to ensure that sensitive financial data is only visible to management, while reps access only the leads and tasks relevant to them.
Does the system support email automation and tracking?
Absolutely. This template can be combined with Softr workflows to enable email outreach directly into the dashboard. You can send emails to prospects from within the app, and the system will automatically log the interaction in the contact's history, creating a permanent record of communication for your team.