Build your own builder CRM, no code required
Track leads, manage site summaries, and monitor project pipelines in an AI-powered builder CRM built with AI to fit your firm's workflow.
Tailor your builder CRM to your needs
Customize your builder CRM setup with the exact steps and views your team needs. Add features as project processes evolve—no code needed.
Lead and contact management
Project pipeline tracking
Subcontractor bid management
AI-powered site summaries
Contract and file storage
Automated appointment booking
Bring all your project data together in real time
Connect subcontractor bids, project timelines, and site summaries with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Custom access for every role. Built-in security.
Let project managers, techs, and clients log in to a branded portal. Set up permissions and personalized access in minutes—no code needed.
Works on any device
Automate your construction operations with workflows for lead follow-ups, subcontractor bid alerts, and appointment notifications that trigger instantly.
Automations
Automate your construction operations with workflows for lead follow-ups, subcontractor bid alerts, and appointment notifications that trigger instantly.
User groups
Assign roles for site managers, subs, or admins—each gets access only to the project pipelines and contact records they need.
Advanced permissions
Control who can view contractor bids, edit project status, or delete files—down to the field level to keep sensitive data protected.
Security
Keep client contracts and site data safe. Softr is fully compliant with SOC2 and GDPR regulations, providing enterprise-grade security.
Conditional forms
Capture site logs, inspection details, or bid submissions using flexible form blocks tailored to each specific construction task.
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 builder CRM in minutes with AI. No dev time or complex configuration needed—just describe your process.
Consolidate your stack
Add features like bid management, site summaries, or automated booking as your projects grow—no rebuild needed.
Flexible as you grow
Start with a builder CRM, then add client portals or field tools—all in one place, with no extra seats to buy.
Generate a fully custom builder 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 builder CRM. No code needed.
Describe what you need. Softr's AI builds your custom builder CRM in minutes.