CRM

Build your own asana crm, no code required

Manage tasks, track progress, and enhance collaboration with a custom CRM app tailored to your team's workflow and objectives.

Screenshot of the Asana CRM user interface displaying project management tools, task lists, and navigation menus.
asana crm mobile ui
Loved by 800,000+ teams around the globe
Data Management

Bring all your project data together in real time

Connect spreadsheets, CRMs, and project management tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your projects.

Explore all data sources
Power

Custom access for every team. Built-in security, no dev time.

Empower your sales and support teams with the right CRM tools and data access. Set up secure logins, user groups, and detailed permissions in minutes—no IT help required.

Advanced permissions

Give each sales rep, manager, or support agent dashboards and access tailored to their role.

User groups

Give each sales rep, manager, or support agent dashboards and access tailored to their role.

Automations

Integrate with tools like Make, Zapier, or N8N to automate follow-ups, lead assignment, or data sync.

Works on any device

Access and update CRM info from anywhere—Softr apps are mobile-ready out of the box.

Easy, secure logins

Let your team log in securely with Google, email, or SSO—no IT tickets or delays.

Security

Keep sales and customer data safe with SOC2 and GDPR compliance, plus strong access controls.

AI Magic

Give sales teams an AI teammate

Sales reps can ask AI about leads, deals, or contacts and get instant answers—all within your CRM, right where you work.

Why Softr

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.

UI screenshot of Softr drag-and-drop dashboard setup for building asana crm

Easy, fast setup

Launch your Asana CRM in minutes with drag-and-drop blocks and ready-made templates.

UI screenshot of Softr dashboard with resources, contacts, finances, and projects modules

Consolidate your stack

Add features like task tracking, custom fields, or automations as your CRM needs change.

Integration logos showing Softr connected with Airtable, Notion, Google Sheets, HubSpot, SQL, Rest API, and more.

Flexible as you grow

Start with your CRM, then add project dashboards or team portals—all in one place, no extra tools.

“We’re not coders or developers, but Softr is so easy to use and learn — it lets us run with our ideas.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals
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“With Softr we’re able to experiment and innovate at the speed of conversation, which gives users a sense of control and ownership.”
Oliver Thomas
Maker Digital Systems Architect, MIT
Read customer story
“The biggest benefit we’ve found with Softr is how customizable and flexible it is. We’ve been able to create a platform that is adapted to our fairly complicated needs.”
Isobelle Ford
Founder & Director, Skylight Ventures
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“We’ve been able to create multiple client and employee portals with Softr and it works like magic. The integration with monday.com is seamless.”
Jesuena Estoque Reimer
Founder, Mindflows
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“Building our sustainability training app on Softr let us deliver an intuitive user experience to over 5,000 professionals in days without writing a single line of code.”
Guillaume Duvernay
Growth Lead, Plan A
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“I’ve dreamed of having a client portal for probably 10 years. I tried many different tools, got frustrated, and let it go. Then I played with Softr and immediately went “this is it!”
Rebecca Berneck
CEO, Officeheads
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How It Works

Build a fully custom Asana 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.

“Our submission process used to be on paper. Now clinics use our Softr customer portal and submit in a few clicks. It saves 3-4 hours a day of at least one employee’s time.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals

250+

veterinary clinics using the portal

600+

submissions processed per month
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Frequently asked questions

What is an asana crm?
What are the benefits of building an asana crm with Softr?
What types of features can I build into my asana crm?
Do I need to know how to code to build an asana crm in Softr?
Can I manage multiple clients or teams in the same asana crm?
Which data sources does Softr support?
Can I customize the user experience and permissions?
Can I use Softr if I don’t already have my data in another tool?
Can I white-label my asana crm in Softr, including using my own branding?
Can I customize the design and layout of my asana crm?
How secure is my data in Softr apps?
How much does it cost to build an asana crm with Softr?
How is Softr different from other no-code tools?
Can I automate workflows and integrate with other tools?

Related use cases

Launch your CRM effortlessly today

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