Help Desk

Build your own case management system, no code required

Streamline case tracking, enhance collaboration, and ensure compliance with a customizable system tailored to your organization's needs

Screenshot of a case management system user interface displaying a dashboard with case summaries, status indicators, navigation menu, and action buttons.
case management system mobile ui
Loved by 800,000+ teams around the globe
Data Management

Unify your case data in real time

Connect spreadsheets, legal software, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your cases.

Explore all data sources
Power

Custom access for every team. Built-in security, no dev time.

Empower your help desk team with the right tools and secure access. Set up logins, user groups, and permissions in minutes—no IT required.

Advanced permissions

Create dedicated access and dashboards for support agents, supervisors, or other teams for streamlined case management.

User groups

Create dedicated access and dashboards for support agents, supervisors, or other teams for streamlined case management.

Automations

Connect to tools like Make, Zapier, or N8N to automate ticket routing, notifications, and case updates.

Works on any device

Allow your help desk team to track, update, or resolve cases from desktop or mobile—apps are always mobile-ready.

Easy, secure logins

Support agents and managers can log in using Google, email, or SSO for quick and secure access every time.

Security

Protect support case data with SOC2 and GDPR compliance, plus detailed access controls for every user.

AI Magic

An AI assistant for support teams

AI answers customer queries, finds info fast, and helps solve tickets—built right into your help desk system with Softr.

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 case management system

Easy, fast setup

Launch your help desk case management system in minutes—no coding or design skills needed.

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

Consolidate your stack

Easily update workflows, add automations, or connect integrations as your support needs change.

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

Flexible as you grow

Manage tickets, customer details, and internal tools—all in one place, no extra software needed.

“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
Read Case Study
“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
Learn More
“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
Read Case Study
“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
Read Case Study
How It Works

Build a fully custom case management system 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 case management system?
What are the benefits of building a case management system with Softr?
What types of features can I build into my case management system?
Do I need to know how to code to build a case management system in Softr?
Can I manage multiple clients or teams in the same case management system?
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 case management system in Softr, including using my own branding?
Can I customize the design and layout of my case management system?
How secure is my data in Softr apps?
How much does it cost to build a case management system 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 Help Desk in minutes

Set up your first Help Desk quickly without coding
Get started free