Build a CRM case management system with AI
Resolve tickets faster, track assignments, and notify users in an AI-powered CRM case management system built with AI for your team.
Tailor your CRM case management system
Customize your CRM case management system setup with the exact steps and views your team needs. Add features as processes evolve—no code needed.
Centralized ticket submission
Automated ticket assignment
Real-time status tracking
Role-based access control
AI-powered resolution insights
Automated status notifications
Bring all your case data together in real time
Connect tickets, customer history, and resolution steps 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 team members tailored access and dashboards, so agents, managers, and admins each see just the cases they need to handle.
User groups
Give different team members tailored access and dashboards, so agents, managers, and admins each see just the cases they need to handle.
Automations
Streamline your internal processes with Softr Workflows. Trigger native notifications based on ticket status changes or new case assignments to keep operations moving.
Works on any device
Access and update your CRM case management system on the go. All apps are mobile-ready out of the box for viewing tickets anywhere.
Easy, secure logins
Use Google, email, or SSO logins to give your team fast, secure access to the CRM—no IT tickets or complex configuration needed.
Security
Keep internal data and case history safe with SOC2 and GDPR compliance, plus fine-tuned access control at every organizational level.
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 case management system in minutes with AI—no manual ticket workflow setup needed.
Consolidate your stack
Add features like automated assignment, resolution insights, or tiered approvals as your workflows evolve.
Flexible as you grow
Start with a CRM, then add support portals, internal dashboards, or feedback forms—all in one place.
Generate a custom CRM case management system 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 CRM case management system
Describe what you need. Softr's AI builds your custom CRM case management system in minutes.