Build your own client management app, no code
Track leads, manage history, and secure contracts in an AI-powered CRM built with AI that you customize to fit your team's workflow.
Build exactly what your business needs
Customize your client management app setup with the exact steps and views your team needs. Add features as processes evolve—no code needed.
Centralized lead tracking
Client interaction history
AI-powered deal insights
Document and contract portal
Automated task assignments
Performance analytics dashboard
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. Create a single source of truth for your business.
Give every user a custom, secure experience.
Give clients and staff the right views and access in a branded portal. Set up secure logins, user groups, and permissions in minutes.
Easy, secure logins
Softr apps are mobile-ready. Turn your CRM into a downloadable app in one click so your team can manage clients on the go.
Works on any device
Softr apps are mobile-ready. Turn your CRM into a downloadable app in one click so your team can manage clients on the go.
Automations
Build native automations to handle follow-up notifications, status updates, and task assignments whenever client records are updated.
User groups
Provide separate logins for account managers and external clients, ensuring each role sees only the relevant interactions and documents.
Advanced permissions
Apply rules for different team roles. Customize who can view deal values, edit contracts, or delete records at a granular level.
Security
Protect sensitive client information from security threats. Softr is fully compliant with SOC2 and GDPR regulations.
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 client management app in minutes with AI—no manual setup or complex configuration needed.
Consolidate your stack
Add features like lead scoring, contract portals, or task automation as your workflows evolve—no rebuild needed.
Flexible as you grow
Start with a CRM, then add portals, dashboards, or forms—all in one place, with no extra tools to buy.
Generate a custom client management app with AI
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 client management app in minutes
Describe what you need. Softr's AI builds your custom CRM in minutes without code.