Build your own broker crm, no code required
Manage client relationships, track deals, and streamline processes with a customizable CRM tailored for your brokerage needs.
Customize your CRM around your processes
Build a broker CRM that matches your workflow. Add only the views and features you need right now, and update them easily as your business grows.
Lead capture and import
Pipeline management
Contact and client records
Task and follow-up reminders
Document storage and sharing
Commission and deal tracking
Bring all your client data together in real time
Connect spreadsheets, CRMs, and transaction systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your brokerage.
Custom access for every broker. Built-in security, no dev time.
Give your brokerage team the right tools and access with secure logins, user groups, and granular permissions—no IT support needed.
Advanced permissions
Assign brokers, admins, and support staff tailored dashboards—each role gets access to just what they need.
User groups
Assign brokers, admins, and support staff tailored dashboards—each role gets access to just what they need.
Automations
Connect with tools like Make, Zapier, or N8N to automate lead tracking, follow-ups, and deal updates.
Works on any device
Access your CRM and client info on the go, from any device. All apps are mobile-ready by default.
Easy, secure logins
Let your team log in securely with Google, email, or SSO—no IT tickets required.
Security
Protect sensitive client and deal data with SOC2 and GDPR compliance, plus robust access controls.
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Give brokers an AI assistant
Brokers can ask AI about leads, deals, or client info—getting instant answers right inside your CRM portal 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
Launch your broker CRM in minutes with drag-and-drop blocks and ready-made templates.
Consolidate your stack
Add features like lead tracking or deal pipelines as your brokerage grows—no rebuild needed.
Flexible as you grow
Start with your CRM, then add client portals or reporting—all in one place, with no extra tools.
Build a fully custom broker 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