Build your broker CRM, no code required
Manage professional services leads, track deals, and sync contacts in an AI-powered broker CRM built with AI to fit your firm's workflow.
Tailor your broker CRM to your needs
Customize your broker CRM setup with the exact steps and views your team needs. Add features as deals evolve—no code needed at any stage.
Lead capture & intake
Deal pipeline tracking
Client contact management
Automated document collection
AI-powered deal insights
Role-based agent access
Bring all your broker data together in real time
Connect spreadsheets, HubSpot, or other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your brokerage's deals.
Custom access for every broker. Built-in security.
Give each teammate the right tools and access. Set up secure logins, user groups, and granular permissions for deals—no IT support or dev work needed.
Advanced permissions
Give different brokers or assistant agents tailored access and dashboards, so each role sees just the properties and deals they need.
User groups
Give different brokers or assistant agents tailored access and dashboards, so each role sees just the properties and deals they need.
Automations
Streamline your internal processes with Softr Workflows. Trigger native automations for lead follow-ups or status changes to keep your pipeline moving.
Works on any device
Access and update your broker CRM on the go. All apps are mobile-ready out of the box, allowing you to update deal status from anywhere.
Easy, secure logins
Use Google, email, or SSO logins to give your broker team fast, secure access—no IT tickets or complex passwords needed.
Security
Keep internal deal data safe with SOC2 and GDPR compliance, plus fine-tuned access control to protect private professional services records.
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 broker CRM in minutes with AI—no manual setup needed for your pipelines and professional contacts.
Consolidate your stack
Add features like commission tracking, automated intake, or reporting as your workflows evolve—no rebuild needed.
Flexible as you grow
Start with a CRM, then add portals, dashboards, or shared forms—all in one place, with no extra tools to buy.
Generate a fully custom broker 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 broker CRM in minutes
Describe what you need. Softr's AI builds it in minutes. Launch and customize your broker CRM without code.