Simple CRM Template

Track leads and deals — and centralize communication — in one simple CRM.

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Overview

This free template helps you build a custom CRM on top of your existing data, so you can ditch scattered spreadsheets and keep your team aligned.

It comes with a sample database to show you exactly how to organize your leads, deals, and tasks — but it also works with any Softr-supported data source, including Airtable, Google Sheets, Notion, HubSpot, monday.com, and more.

Why use this simple CRM template

Centralize your pipeline in one place: Track leads, deals, and tasks in a visual dashboard your team can actually use.
Customize the CRM to fit your workflow: Edit fields, views, and permissions based on your team’s process — no devs required.
Skip the bloat (and the cost): Start with only the features you need and expand as your sales process evolves.

Template features:

Role-based access
Provide separate logins and permission levels for admins and account managers.
Account and contact management
Consolidate lead and customer information in one spot, so it's accurate and accessible.
Sales pipeline tracking
Track opportunities and deals in a Kanban, and add new deals as they come in. Add status labels to track the progress of deals through your sales funnel.
Notes and interactions
Keep detailed records of calls, meetings, and follow-ups so your team stays aligned.
Search & filtering
Easily find customer and deal information through advanced search functionality.
Reporting & dashboards
Create dashboards based on real-time data to monitor sales performance and customer engagement. You can even embed dashboards & reports from other tools into your CRM for a one-stop view.
Works on any device
Allow users to access the platform from any device with a fully responsive design. You can even turn your app into a downloadable mobile app with Softr's PWA feature.

Who is this simple CRM template for?

This template is ideal for sales and client-facing teams who need a simple, flexible system to track opportunities and manage communication.

Startups & SMBs: Replace messy spreadsheets with a structured, scalable CRM you can update as you grow.
Freelancers & solo consultants: Stay on top of leads, interactions, and tasks without drowning in tools.
Agencies & service-based businesses: Organize sales activity and handoffs across team members or departments.
Internal teams (recruiting, partnerships, etc.): Use the template to track internal “sales-like” workflows like hiring pipelines, investors, partners, or other outreach.

“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 simple CRM template

1
Click Use template: Sign up or log in to your Softr account (it’s free, no credit card required!)
2
Bring in your data: Your template comes with a Softr Database already connected and loaded with sample data. From there, replace it with your own data or connect to 17+ external sources (like Airtable, Google Sheets, HubSpot, Notion, and more) in just a few clicks.
3
Customize logic and branding: Describe changes using the AI Co-Builder, or adjust layouts with drag-and-drop blocks. Review user groups and permissions to control access, then style everything to match your brand.
4
Go live in minutes: Your simple CRM is ready! Authentication, permissions, and hosting are already built in. Publish and share the URL with your teammates or clients to start collaborating.

Frequently asked questions

Why do I need a CRM?
A CRM (Customer Relationship Management) system helps you stay organized as your customer base grows. Instead of juggling spreadsheets, sticky notes, and scattered emails, a CRM gives you a central place to track leads, manage relationships, and stay on top of follow-ups, so nothing slips through the cracks.
Whether you're a solo operator or managing a team, a CRM helps you deliver a more consistent, professional experience at every stage of the customer journey. And it doesn't just work for sales! You can also use CRMs to track partners, investors, volunteers, and more.
Do I need experience building CRMs to use this?
No. Duplicate the template into your Softr account and you'll get a working CRM preloaded with sample data and guided setup instructions. From there, prompt the AI Co-Builder to adjust the database, tweak the interface, or apply a new theme, or open the visual editor and make the changes yourself. Either way, no coding or design experience needed.
Can I customize the CRM to match my sales process?
Yes. Duplicate the template into your Softr workspace, then prompt the AI Co-Builder to adapt it, for example add a new Stage option like "Negotiation" to the Deals table, add a custom field for renewal date, or restyle the interface to match your brand.
Prefer hands-on control? Use the visual editor to edit fields, views, filters, and page layouts yourself, and add new stages, tags, or workflows as your process evolves.
Can I integrate with other tools (like Slack or email)?
Yes. Softr Workflows let you trigger actions automatically based on changes in your CRM data, no separate automation tool required for most cases. For example, notify the account manager in Slack when a deal moves to Won, or send a follow-up email the moment a new contact is added. You can still connect Zapier or Make if you need to reach tools outside Softr.
Is this mobile-friendly?
Yes, your CRM app will look and work great on desktop, tablet, and mobile.