Build your own crm for designers, no code required
Manage clients, streamline projects, and enhance collaboration with a customizable CRM tailored to your design team's unique workflow.
Customize your CRM around your process
Design a CRM that suits your creative workflow. Add only the tools and views you need now, and update your setup as your projects evolve.
Lead and client intake
Project pipeline management
Proposal and file sharing
Task and deadline tracking
Client feedback collection
Invoices and payment tracking
Bring all your design project data together
Connect spreadsheets, design tools, and project management systems with real-time sync—or manage everything in Softr Databases. Create a unified source of truth for your design workflows.
Give every designer a custom, secure CRM experience.
Build a branded CRM portal for designers with tailored dashboards, client management, and permissions. Set up secure logins for every designer and client in minutes.
Easy, secure logins
Your CRM for designers is mobile-ready. Check project updates, client feedback, or design assets from any device.
Works on any device
Your CRM for designers is mobile-ready. Check project updates, client feedback, or design assets from any device.
Automations
Connect with existing tools to automate client onboarding, feedback requests, or project status updates.
User groups
Set up separate logins for designers, clients, and collaborators—each with personalized dashboards.
Advanced permissions
Choose which groups can view, upload, or edit design files and client information at a granular level.
Security
Protect client designs and feedback. Softr is fully SOC2 and GDPR compliant for peace of mind.
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An AI assistant for designers
Designers can get instant project updates, client info, or deadlines from AI—right inside your CRM, powered by Softr’s built-in 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 design CRM in minutes using drag-and-drop blocks and tailored templates.
Consolidate your stack
Add features for client reviews, project stages, or asset sharing as your design needs evolve.
Flexible as you grow
Start with your CRM, then add client portals or project trackers—all in one place, no extra tools.
Build a fully custom crm for designers 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 for designers in minutes