Manage leads, track pipelines, and generate summaries in an AI CRM built with AI to fit your team's specific sales and account workflow.


Customize an AI CRM that looks sleek and modern out of the box. Add only the features you need, and iterate as your team's workflows evolve.





Connect spreadsheets, CRMs, and marketing tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your sales business.
Give each teammate the right tools and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Give different sales members tailored access and dashboards, so each account executive sees just the accounts and tasks they need.
Give different sales members tailored access and dashboards, so each account executive sees just the accounts and tasks they need.
Streamline your sales processes with Softr Workflows. Trigger native automations based on deal status changes to keep your pipeline running smoothly.
Access and update your sales tools on the go. All AI CRM apps are mobile-ready out of the box for field sales and remote updates.
Use Google, email, or SSO logins to give your sales team fast, secure access to lead data—no IT tickets needed.
Keep internal sales data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your pipeline.
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.

Build your AI CRM in minutes without code—no manual setup needed or complex configuration required.

Add features like lead enrichment, automated tracking, or pipeline reporting as your sales workflows evolve.

Start with a CRM, then add client portals, dashboards, or sales team trackers—all in one place.
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.
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.




An AI CRM is a secure platform where your sales team and stakeholders can log in to manage leads, customer interactions, and deal pipelines with the help of automated intelligence. It centralizes all contact history, communication logs, and sales tasks in one place, eliminating the need for fragmented spreadsheets or endless email threads. This makes it easier to stay organized, predict sales outcomes, and provide a superior experience for your prospects.
Softr is the first AI-native platform for building business software, making it the ideal choice to build an AI CRM tailored to your unique sales cycle. You can describe your sales process to the AI Co-Builder to instantly generate your lead database, pipeline pages, and follow-up logic—all connected and secure from the start.
You don't need any coding skills. You can generate your app with AI, start from a CRM template, or build from scratch. Your data can live in Softr Databases, our native relational engine, or you can connect external tools like Airtable, Google Sheets, HubSpot, or SQL. Softr gives you total control to visually customize the layout, set granular permissions for different sales roles, and brand the app to match your company's identity. It is fast to deploy, easy to iterate, and scales effortlessly as your contact list grows.
You can include a wide range of features in your AI CRM to streamline your sales workflow. A high-performing CRM app typically combines classic data management with AI-driven insights:
- AI-Powered Intelligence – Use Ask AI to query your lead database via natural language, or deploy Database AI Agents to research potential prospects and enrich lead profiles automatically.
- Vibe Coding Blocks – Create custom UI components—like a dynamic revenue forecaster—using the AI Code block to "vibe code" the exact visualization your sales team needs.
- Softr Workflows – Set up native automations, such as an automated lead assignment system that notifies reps via email whenever a new inquiry is captured.
- User Portals & Logins – Securely manage access so account executives only see their own opportunities while sales managers have a bird's-eye view of the entire pipeline.
- Forms & Lead Capture – Use custom forms with conditional logic to qualify leads and upload relevant discovery documents directly to the CRM.
- Dashboards & Charts – Visualize your sales performance, win rates, and monthly recurring revenue with real-time charts.
- Lists & Advanced Filtering – Manage prospects using searchable tables, drag-and-drop kanban boards for deal stages, and detailed customer profile views.
All these features are built using drag-and-drop blocks without code. If you need a hyper-specific sales tool, use the Vibe Coding block to generate it with AI.
Vibe coding is about moving from idea to a working sales tool instantly using AI. You can "vibe code" an AI CRM in Softr by describing your deal stages and lead requirements to the AI Co-Builder. Softr then generates a production-ready application on top of a stable, secure foundation.
Unlike other experimental AI tools that produce raw, disconnected code, Softr handles the critical "boring 80%"—like user authentication, database relationships, and row-level security—natively. This ensures you get the speed of vibe coding without the risk of managing a fragile codebase. You describe the sales workflow, Softr builds the CRM, and your team can start closing deals immediately.
Yes. You can manage multiple sales teams, regions, or even different departments like marketing and customer success within a single AI CRM. Based on their login and assigned role, each user only sees the leads, accounts, and performance metrics relevant to them. This is perfect for growing organizations that need to keep sensitive commission data or specific territory leads private while maintaining a central system of record.
Yes, you can. You do not need an existing database to start building your AI CRM in Softr. If you are starting fresh, you can use Softr Databases, which is built directly into the platform to provide a seamless setup for your leads, accounts, and tasks.
If you eventually move data into or out of other tools like Airtable, Google Sheets, HubSpot, Notion, or SQL databases, you can connect those as well. You can also use the REST API to pull in lead data from external marketing sources. Regardless of the source, you maintain full control over how your sales data is structured and presented.
Softr Databases is the recommended native, relational data source for your AI CRM. It is optimized for high-performance business apps, offering instant automation triggers and a fast user experience since the data is native to the app builder.
Softr also connects to over 17 external data sources if your data is already hosted elsewhere. This includes Airtable, Google Sheets, HubSpot, SmartSuite, and BigQuery. You can even combine sources in one app—for example, pulling lead data from HubSpot while managing internal sales tasks in Softr Databases. Most connections support real-time, two-way sync, ensuring your CRM reflects the most up-to-date information across all platforms.
Yes, Softr gives you granular control over the user experience within your AI CRM. You can tailor the navigation and dashboard layouts to match your specific sales methodology. Pages or specific interface blocks can be shown or hidden based on the user's role, ensuring sales reps focus on their pipeline while managers see high-level reporting.
You can define distinct roles—such as SDR, Account Executive, or Sales Director—and set specific permissions for viewing or editing records. For instance, you can restrict SDRs to only editing lead status, while allowing Directors to export financial data. Personalized views can also be created to filter the database automatically based on the logged-in user's assigned accounts, keeping the interface clean and secure.
Yes, you can fully white-label your AI CRM in Softr. You can incorporate your own company logo, brand colors, custom typography, and host it on your own custom domain. This makes the CRM feel like a proprietary internal tool. You also have the option to remove all "Made with Softr" branding, ensuring a professional and consistent brand identity for your sales team.
Yes, you can. Softr provides extensive flexibility to design the look and feel of your AI CRM. You can adjust the styling, spacing, and structure of every page to fit your brand. You determine the information architecture by choosing which data blocks appear for specific users upon login.
To manage your sales pipeline effectively, you can utilize various blocks:
- Table blocks – for managing bulk lead lists or activity logs
- List or Card blocks – to showcase high-value accounts or team bios
- Detail View – to provide a comprehensive 360-degree view of a single customer
- Forms – for quick lead entry or updating discovery notes
- Charts – to track monthly targets and pipeline health
- Calendar blocks – to keep track of follow-up calls and demo dates
If your sales process evolves, you can easily update the CRM layout instantly via the visual editor.
Softr is built with enterprise-grade security. All data is encrypted in transit using TLS and at rest, with apps hosted on secure, industry-leading infrastructure. Within your AI CRM, you have full control over data access. You can implement role-based permissions, manage user access at the data-source level, and set visibility rules to protect sensitive prospect information.
For apps using Softr Databases, your information is stored in a secure environment hosted in Germany, featuring SOC 2 Type II compliance. When connecting to external sources like Airtable or SQL, Softr displays your data in real time without storing it on our servers. You always retain ownership of your sales data and manage who is authorized to view or modify it.
It is fully production-ready. While many AI app builders only provide "vibe code" prototypes that are difficult to secure or scale, Softr builds your AI CRM on a stable, professional infrastructure.
We handle the complex infrastructure like secure authentication, hosting, and field-level permissions natively. This eliminates the "Day Two" problem often found with AI-generated software; you get the benefit of instant creation without the burden of maintaining raw, bug-prone code. Your CRM is secure, scalable, and ready for your sales team to start core operations from day one.
Softr is the first AI-native platform specifically built for business software. Unlike basic "vibe coding" tools that produce raw code or traditional no-code platforms that require weeks of manual setup, Softr's AI Co-Builder generates functional apps on a secure, production-grade foundation.
This hybrid approach allows you to use AI to build your database and logic in minutes, while retaining visual drag-and-drop controls for precise refinement. You get the speed of AI combined with the reliability of built-in business features like advanced permissions and secure authentication. It is designed for sales and ops teams who need to move from a concept to a live internal tool immediately.
Yes. Softr supports native workflows and extensive integrations to connect your AI CRM with your entire tech stack. You can automate repetitive sales tasks using Softr Workflows or integrate with tools like Stripe for payment tracking and Intercom for customer support. Softr also provides a REST API and webhooks for more complex technical requirements.
Whether you need to sync new leads to a mailing list, trigger Slack notifications for closed deals, or pull in billing data from other systems, you can build these automations directly into your CRM without writing any code.
Describe what you need. Softr's AI builds it in minutes. Get started free. No setup time, no dev needed.