Build your own creative CRM, no code required
Organize contacts, streamline workflows, and enhance collaboration with a customizable CRM tailored to your creative team's needs.
Customize your CRM around your processes
Build a CRM that fits your creative workflow. Add only the views and features you need, and adapt as your team’s process evolves—no code needed.
Lead intake and qualification
Project pipeline tracking
Client communication log
Task and deadline management
Asset and document sharing
Invoice and payment tracking
Bring all your creative data together in real time
Connect project management tools, CRMs, and design software with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your creative projects.
Give every contact a custom, secure experience.
Build a fully branded CRM portal where team members and clients can view and manage contacts, deals, and notes—each with the right access and permissions.
Easy, secure logins
Access and update contacts, deals, or notes from any device. Your CRM portal is mobile-ready by default.
Works on any device
Access and update contacts, deals, or notes from any device. Your CRM portal is mobile-ready by default.
Automations
Integrate with your favorite tools to automate reminders, follow-ups, or data sync for contacts and pipelines.
User groups
Provide sales, support, or client logins—each with dashboards showing only what’s relevant to their role.
Advanced permissions
Control who can view, edit, or manage contacts and deals. Set rules for each user group or team.
Security
Keep sensitive CRM data secure and compliant. Softr is fully SOC2 and GDPR certified.
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An AI assistant for your sales team
Let sales reps ask AI for deal status or customer info—answers appear instantly, right 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
Spin up your creative CRM in minutes with drag-and-drop blocks and tailored templates.
Consolidate your stack
Add features like project tracking, asset management, or approvals as your creative team scales.
Flexible as you grow
Start with your CRM, then add project boards or submission forms—all in one place, no add-ons needed.
Build a fully custom creative 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