Build your consultants CRM, no code required
Track leads, manage accounts, and view project dashboards in an AI-powered consultants CRM built with AI to fit your firm's workflow.
Tailor your consultants CRM to your needs
Customize your consultants CRM setup with the exact steps and views your team needs. Add features as processes evolve—no code needed.
Client lead tracking
Account & contact management
Consulting project dashboards
AI-powered deal insights
Document & contract storage
Consultation booking system
Unify your consulting data in real time
Connect client leads, contact lists, and contracts from your existing tools—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 client data and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give different consultants tailored access and dashboards, so each senior partner or associate sees just the clients they need.
User groups
Give different consultants tailored access and dashboards, so each senior partner or associate sees just the clients they need.
Automations
Streamline your consulting processes with Softr Workflows. Trigger native automations for lead follow-ups or contract updates to keep operations smooth.
Works on any device
Access and update your consultants CRM on the go between client meetings. All apps are mobile-ready out of the box.
Easy, secure logins
Use Google, email, or SSO logins to give your consulting team fast, secure access—no IT tickets needed for onboarding.
Security
Keep sensitive client data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your CRM.
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 consultants CRM in minutes with AI. No dev time needed—just describe your consulting workflow.
Consolidate your stack
Add features like lead scoring, booking, or document storage as your consultancy grows—no rebuild needed.
Flexible as you grow
Start with a CRM, then add client portals or team dashboards—all in one place, with no extra tools.
Generate a fully custom consultants CRM 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 consultants CRM in minutes
Describe what you need. Softr's AI builds your custom consultants CRM in minutes without code.