Build your own automated CRM, no code required
Capture leads, track status, and log activity in an AI-powered automated CRM built with AI to fit your unique sales team's workflow.
Tailor your automated CRM to your needs
Customize an automated CRM that looks sleek out of the box. Add only the lead routing and status tracking features your sales team requires.
Lead capture and routing
Automated status tracking
Contact activity logging
Ask AI for insights
Dynamic notification alerts
Workflow automation agents
Unify your CRM data in real time
Connect spreadsheets, lead sources, and communication logs with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your deals.
Custom access for every team. Built-in security.
Give each teammate the right CRM tools and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give different sales reps and managers tailored access and dashboards, so each role sees just the pipeline and contacts they need.
User groups
Give different sales reps and managers tailored access and dashboards, so each role sees just the pipeline and contacts they need.
Automations
Streamline your sales processes with Softr Workflows. Trigger native notifications based on lead status changes or contact activity to keep deals moving.
Works on any device
Access and update your automated CRM on the go. Log contact activity or change deal stages from the field with mobile-ready app views.
Easy, secure logins
Use Google, email, or SSO logins to give your sales team fast, secure access to customer data—no IT tickets needed.
Security
Keep sales and contact data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your automated CRM.
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 automated CRM in minutes with AI—no manual configuration or complex lead routing setup needed.
Consolidate your stack
Add pipeline views, reporting dashboards, or approval workflows as your sales process evolves—no rebuild needed.
Flexible as you grow
Start with a CRM, then add client portals, lead forms, or team dashboards—all in one place with no extra tools.
Generate a fully custom automated CRM with AI in minutes
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
Build your automated CRM in minutes
Describe your sales process and Softr's AI builds it in minutes. Get started for free, no dev needed.