Build your own client management app, no code required
Organize contacts, track interactions, and streamline processes with a customizable app tailored to your business needs and workflows.
Customize your client management tool
Build a client management app tailored to your workflow. Add only the features you need now, and adapt as your process or team evolves.
Client intake forms
Contact database management
Task and activity tracking
Document sharing and storage
Communication history logging
Pipeline and status management
Bring all your client data together in real time
Connect spreadsheets, CRMs, and other systems with real-time sync—or manage everything in Softr Databases. Centralize client communication and project workflows.
Give every client a custom, secure experience.
Deliver a branded portal for client management, with tailored dashboards and permissions. Empower clients to access and update their info securely, anytime.
Easy, secure logins
Your client portal runs smoothly on desktop and mobile. Clients can check updates or share documents on the go.
Works on any device
Your client portal runs smoothly on desktop and mobile. Clients can check updates or share documents on the go.
Automations
Connect with your CRM tools to automate follow-ups, status updates, and client reminders—saving time.
User groups
Offer tailored dashboards for clients and team members—so each group sees just their relevant data.
Advanced permissions
Set permissions for access to contacts, projects, or billing. Adjust visibility and actions per user group.
Security
Keep client data protected with SOC2 and GDPR compliance. Maintain strong, customizable access controls.
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Give client managers an AI helper
Let client managers ask AI for client info, notes, or updates—answers surface instantly right in your management app.
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 client management CRM in minutes with drag-and-drop building and templates.
Consolidate your stack
Easily add features like notes, reminders, or workflows as your client list grows—no rebuilds needed.
Flexible as you grow
Manage clients, track communications, and add forms or dashboards—one CRM, no switching tools.
Build a fully custom client management app 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
Build your client management app in minutes