Build your own cloud based crm, no code required
Manage customer relationships, track sales, and streamline operations with a custom CRM tailored to your business needs and goals.
Customize your CRM around your processes
Build a CRM that matches how your team works. Add only the features and views you need, and update your setup as your processes change.
Lead capture and management
Contact and company database
Sales pipeline tracking
Task assignment and follow-ups
Email integration and tracking
Reporting and analytics dashboard
Bring all your customer data together in real time
Connect spreadsheets, CRMs, and other systems with real-time sync—or manage everything in Softr Databases. Centralize customer and sales data for better insights.
Custom access for every team. Built-in security, no dev time.
Manage leads, contacts, and sales pipelines with secure, role-based access. Set up user groups and permissions for your CRM in minutes.
Advanced permissions
Provide tailored dashboards and access for sales reps, managers, or support staff—so each sees only what they need.
User groups
Provide tailored dashboards and access for sales reps, managers, or support staff—so each sees only what they need.
Automations
Connect with tools like Make, Zapier, or N8N to automate lead assignments, follow-ups, and notifications.
Works on any device
Teams can access CRM data on the go. All CRM apps are mobile-ready out of the box.
Easy, secure logins
Let your team access the CRM securely with Google, email, or SSO logins—no IT setup required.
Security
Protect customer and deal data with SOC2 and GDPR compliance and fine-tuned access controls.
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An AI assistant for your sales
Let sales teams ask AI about leads, deals, or contacts—getting instant answers directly inside your CRM, powered by 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.
Easy, fast setup
Launch your cloud CRM in minutes with drag-and-drop blocks—no coding or IT support required.
Consolidate your stack
Easily add pipelines, custom fields, or automations as your CRM needs change—no rebuild needed.
Flexible as you grow
Start with your CRM, then add contact forms or reporting dashboards—all in one cloud-based platform.
Build a fully custom 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.
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Frequently asked questions
Build your cloud based CRM in minutes