Build your own coda crm, no code required
Manage customer relationships effectively with a customizable CRM tailored to fit your business processes and team requirements.
Customize your CRM around your processes
Tailor your CRM with only the views and workflows your team uses. Add features as your process evolves—no code needed, just flexibility.
Lead capture and management
Sales pipeline tracking
Contact and company records
Task and activity management
Email and call logging
Reporting and analytics dashboards
Bring all your sales data together in real time
Connect spreadsheets, CRMs, and project management tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your sales processes.
Custom access for every team. Built-in security, no dev time.
Give every sales or support teammate secure, tailored access to your CRM. Set up logins, user groups, and permissions—no IT or dev needed.
Advanced permissions
Give team members access to the leads, customers, or pipelines they need with personalized dashboards for each role.
User groups
Give team members access to the leads, customers, or pipelines they need with personalized dashboards for each role.
Automations
Connect with tools like Make, Zapier, or N8N to automate lead assignments, follow-ups, and status changes.
Works on any device
Access and update your CRM from anywhere. Every app is mobile-ready so your team stays productive on the go.
Easy, secure logins
Let your team log in quickly with email, Google, or SSO for fast, secure access—no IT help required.
Security
Protect your customer data with SOC2 and GDPR compliance plus robust access controls for every CRM user.
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Give sales teams an AI teammate
Sales can ask AI about leads, deals, or contacts—get instant answers right inside your CRM without switching tools.
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 Coda CRM fast with drag-and-drop blocks and ready-made CRM templates.
Consolidate your stack
Add pipeline stages, custom fields, or integrations as your CRM needs change—no rebuild needed.
Flexible as you grow
Start with your CRM, then add portals, dashboards, or forms—all in one place, no extra tools.
Build a fully custom Coda 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 CRM with ease and efficiency