Build an automated case management system, no code required
Streamline case tracking, improve collaboration, and ensure compliance with a customizable system tailored to your organization's needs.
Customize your case management to your needs
Create a case management system with just the views and workflows you require. Add or adjust features as your processes change—no code needed.
Case intake and triage
Task assignment and tracking
Status updates and notifications
Document and file management
Case timeline and activity log
Reporting and analytics dashboard
Unify your case management data in real time
Connect spreadsheets, ticketing systems, and other tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your cases.
Custom access for every team. Built-in security, no dev time.
Empower support agents and managers with tailored tools and access. Set up secure logins, user groups, and granular permissions quickly—no IT support needed.
Advanced permissions
Assign agents, supervisors, and admins different access and dashboards, so each role gets the tools they need.
User groups
Assign agents, supervisors, and admins different access and dashboards, so each role gets the tools they need.
Automations
Connect with tools like Make, Zapier, or N8N to automate ticket assignments, notifications, and follow-ups.
Works on any device
Support your team with mobile-ready tools—track cases, update tickets, and communicate from any device.
Easy, secure logins
Enable agents to log in securely with Google, email, or SSO—streamlining access and onboarding.
Security
Ensure all case data is safe and compliant with SOC2 and GDPR standards—plus fine-tuned access controls.
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An AI teammate for support teams
Support agents get quick answers and insights right in the system—AI built into your case management workflow with 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.
Easy, fast setup
Set up your automated case management system in minutes—no coding or IT team required.
Consolidate your stack
Easily add new workflows, automations, or integrations as your support needs change.
Flexible as you grow
Manage tickets, case records, and team dashboards—all in one help desk platform.
Build a fully custom case management system 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 Help Desk in minutes