CRM

Build your own builder CRM, no code required

Manage leads, track interactions, and streamline processes with a customizable CRM tailored to your builder business needs.

Screenshot of a CRM forbuilder user interface displaying navigation menus, dashboard widgets, and customer management tools.
builder crm mobile ui
Loved by 800,000+ teams around the globe
Data Management

Unify your project data in real time

Connect spreadsheets, CRMs, and project management tools with real-time sync—or manage everything in Softr Databases. Create one source of truth for your builds.

Explore all data sources
Power

Give every sales rep a custom, secure CRM experience.

Provide your sales and account teams with tailored dashboards and permissions in a fully branded CRM portal. Set up secure logins and user groups in minutes.

Easy, secure logins

Your CRM works seamlessly on desktop and mobile. Reps can manage leads and accounts wherever they are.

Works on any device

Your CRM works seamlessly on desktop and mobile. Reps can manage leads and accounts wherever they are.

Automations

Connect with your sales tools to automate follow-ups, lead routing, and data syncs—no manual work needed.

User groups

Create specific dashboards for sales reps, managers, or support—each sees just what they need in the CRM.

Advanced permissions

Set rules for who can view, edit, or assign leads and deals, so sales data stays organized and secure.

Security

Protect sensitive sales and customer data. Softr CRM is SOC2 and GDPR compliant to keep information safe.

AI Magic

Put AI to work for sales teams

Sales reps can ask AI for deal updates, contact info, or insights—answers come instantly, right inside your CRM portal.

Why 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.

UI screenshot of Softr drag-and-drop dashboard setup for building builder crm

Easy, fast setup

Build your CRM in minutes with drag-and-drop blocks and ready-made templates—no coding needed.

UI screenshot of Softr dashboard with resources, contacts, finances, and projects modules

Consolidate your stack

Add custom fields, automations, or integrations as your customer management needs expand.

Integration logos showing Softr connected with Airtable, Notion, Google Sheets, HubSpot, SQL, Rest API, and more.

Flexible as you grow

Start with your CRM, then add pipelines, forms, or dashboards—all in one platform.

“We’re not coders or developers, but Softr is so easy to use and learn — it lets us run with our ideas.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals
Read Case Study
“With Softr we’re able to experiment and innovate at the speed of conversation, which gives users a sense of control and ownership.”
Oliver Thomas
Maker Digital Systems Architect, MIT
Read customer story
“The biggest benefit we’ve found with Softr is how customizable and flexible it is. We’ve been able to create a platform that is adapted to our fairly complicated needs.”
Isobelle Ford
Founder & Director, Skylight Ventures
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“We’ve been able to create multiple client and employee portals with Softr and it works like magic. The integration with monday.com is seamless.”
Jesuena Estoque Reimer
Founder, Mindflows
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“Building our sustainability training app on Softr let us deliver an intuitive user experience to over 5,000 professionals in days without writing a single line of code.”
Guillaume Duvernay
Growth Lead, Plan A
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“I’ve dreamed of having a client portal for probably 10 years. I tried many different tools, got frustrated, and let it go. Then I played with Softr and immediately went “this is it!”
Rebecca Berneck
CEO, Officeheads
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How It Works

Build a fully custom builder 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.

“Our submission process used to be on paper. Now clinics use our Softr customer portal and submit in a few clicks. It saves 3-4 hours a day of at least one employee’s time.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals

250+

veterinary clinics using the portal

600+

submissions processed per month
Read Case Study

Frequently asked questions

What is a builder CRM?
What are the benefits of building a builder CRM with Softr?
What types of features can I build into my builder CRM?
Do I need to know how to code to build a builder CRM in Softr?
Can I manage multiple clients or teams in the same builder crm?
Which data sources does Softr support?
Can I customize the user experience and permissions?
Can I use Softr if I don’t already have my data in another tool?
Can I white-label my builder crm in Softr, including using my own branding?
Can I customize the design and layout of my builder crm?
How secure is my data in Softr apps?
How much does it cost to build a builder crm with Softr?
How is Softr different from other no-code tools?
Can I automate workflows and integrate with other tools?

Related use cases

Build your CRM effortlessly in minutes

Design and launch your CRM quickly with no coding required
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