Build a cloud CRM small business, without code
Track leads, manage deals, and schedule sales activities in an AI-powered cloud CRM small business built with AI to fit your workflow.
Build exactly what your business needs
Customize your cloud CRM small business setup with the exact steps and views your team needs. Add features as sales processes evolve—no code.
Lead capture and tracking
Contact and account management
AI-powered deal insights
Automated workflow notifications
Sales activity scheduling
Payment and invoice tracking
Bring all your sales data together in real time
Connect spreadsheets, lead sources, and financial tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Custom access for every team. Built-in security.
Give each teammate the right tools and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give different sales reps tailored access and territory-specific dashboards, so each team member sees just the accounts they need to manage.
User groups
Give different sales reps tailored access and territory-specific dashboards, so each team member sees just the accounts they need to manage.
Automations
Streamline your sales process with Softr Workflows. Trigger native automations for deal notifications or status changes to keep your pipeline moving.
Works on any device
Access and update your cloud CRM small business on the go. All apps are mobile-ready out of the box for reps in the field.
Easy, secure logins
Use Google, email, or SSO logins to give your team fast, secure access to customer data—no more forgotten password tickets needed.
Security
Keep sensitive customer information safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your tool.
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 cloud CRM small business in minutes with AI—no manual setup or complex configuration needed.
Consolidate your stack
Add features like lead scoring, automated invoicing, or contact groups as your sales workflows evolve.
Flexible as you grow
Start with a CRM, then add team dashboards, client portals, or marketing forms—all in one place to save costs.
Generate a custom cloud CRM small business 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 cloud CRM small business in minutes
Describe what you need. Softr's AI builds it in minutes. Get started free—no dev work needed.