Build an affordable CRM for small business
Track leads, manage pipelines, and centralize contacts in an AI-powered CRM built with AI you customize to fit your business workflow.
Build exactly what your team needs
Customize an affordable CRM for small business that looks sleek. Add only the features you need, and iterate as your team's workflows evolve.
Lead capture and tracking
Deal pipeline management
Centralized contact profiles
AI-powered sales insights
Task & activity scheduling
Automated document generation
Unify your sales data in real time
Connect spreadsheets, lead sources, and document systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Custom access for every team. Built-in security.
Give each teammate the right tools and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give different team members tailored access and dashboards, so each account executive or manager sees just the sales metrics they need.
User groups
Give different team members tailored access and dashboards, so each account executive or manager sees just the sales metrics they need.
Automations
Streamline your sales process with Softr Workflows. Trigger native automations for lead follow-ups or status changes to keep your pipeline moving.
Works on any device
Access and update your CRM on the go. All apps are mobile-ready out of the box, letting you log activities from anywhere.
Easy, secure logins
Use Google, email, or SSO logins to give your team fast, secure access to customer data—no IT tickets needed.
Security
Keep business and contact data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level.
Why Softr vs other software
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Easy, fast setup
Build your affordable CRM for small business in minutes with AI—no manual setup or coding needed.
Consolidate your stack
Add features like lead scoring, task scheduling, or automated document generation as your sales process grows.
Flexible as you grow
Start with a CRM, then add team dashboards, client portals, or lead forms—all in one place to save on seats.
Generate a custom affordable CRM for small business
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
The go-to platform for business operations
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Launch your CRM today
Create a custom affordable CRM for small business now—for free. No setup time, no dev needed.