Build your own AI CRM, no code required
Manage customer relationships, automate processes, and gain insights with a customizable CRM tailored to your business needs.
Tailor your AI CRM to your needs
Build a CRM that matches your team’s workflow. Add only the features you need now, and update your setup as your business evolves—no code needed.
Lead capture forms
Contact and company management
Deal tracking pipeline
Task and activity scheduling
Automated email templates
Reporting and analytics dashboards
Bring all your client data together in real time
Connect spreadsheets, CRMs, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your client interactions.
Give every user a custom, secure CRM experience.
Deliver tailored views and access for each user in your branded CRM portal. Set up secure logins, user groups, and permissions effortlessly.
Easy, secure logins
Your CRM is mobile-ready. Enable access and updates from any device, or turn it into a PWA with one click.
Works on any device
Your CRM is mobile-ready. Enable access and updates from any device, or turn it into a PWA with one click.
Automations
Connect your CRM with Make, Zapier, or N8N to automate lead follow-ups, data syncs, and notifications.
User groups
Set up separate logins for sales, support, or management, and provide personalized dashboards for each group.
Advanced permissions
Customize CRM access and actions for each user group. Control who can view, edit, or manage contacts and deals.
Security
Protect contact and deal data with full SOC2 and GDPR compliance for your CRM users.
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An AI assistant for your sales
Let your sales team ask AI for lead info, updates, or quick insights—answers are instant and built right into your CRM portal.
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
Launch your AI-powered CRM in minutes with drag-and-drop blocks and smart templates.
Consolidate your stack
Add automations, integrations, or new workflows to your AI CRM as your sales process evolves.
Flexible as you grow
Start with your AI CRM, then add dashboards, portals, or forms—all in one platform, no extra tools.
Build a fully custom AI CRM in minutes
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.
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Frequently asked questions
Build your ai crm solution in minutes