Build a CRM and project management for small business
Track leads and manage tasks in an AI-powered CRM and project management for small business built with AI to fit your unique workflow.
Build exactly what your business needs
Customize a CRM and project management for small business that looks sleek and modern. Add only the features you need, and iterate as you grow.
Lead and contact management
Sales pipeline tracking
Task and project assignment
Centralized document storage
AI-powered status summaries
Client approval workflows
Unify your CRM and project data in real time
Connect leads, pipelines, and project tasks from spreadsheets and other systems—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 sales and project teams tailored access and dashboards, so each role sees just the tasks and accounts that matter to them.
User groups
Give sales and project teams tailored access and dashboards, so each role sees just the tasks and accounts that matter to them.
Automations
Streamline your internal processes with Softr Workflows. Trigger native motorizations for lead follow-ups and task deadlines to keep operations running.
Works on any device
Access and update your CRM and project management for small business on the go. All apps are mobile-ready out of the box.
Easy, secure logins
Use Google, email, or SSO logins to give your team fast, secure access to customer data—no IT tickets needed.
Security
Keep business and project data 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 CRM and project management for small business in minutes with AI—no manual setup or dev time needed.
Consolidate your stack
Add features like pipeline tracking, task assignments, or client portals as your workflows evolve—no rebuild needed.
Flexible as you grow
Start with a CRM, then add project dashboards, forms, or team tools—all in one place with no extra tools to buy.
Generate a fully custom CRM and project management 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
Create a custom CRM and project management now
Describe what you need. Softr's AI builds your CRM and project management for small business in minutes.