Build your own CRM for IT service providers, no code required
Manage client relationships, track service requests, and streamline operations with a customizable CRM tailored to your IT service business.
Customize your CRM around your processes
Set up a CRM tailored to how your IT service team works. Add only the views and features you need, and adjust as your workflows change.
Lead and opportunity tracking
Client account management
Service ticket management
Project and task tracking
Quote and invoice generation
Automated client notifications
Unify your client data in real time
Connect spreadsheets, CRMs, and ticketing systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your IT services.
Custom access for every IT team. Built-in security, no dev time.
Empower your IT service team with tailored access, secure logins, and efficient workflows. Manage clients, tickets, and team roles with ease—no dev work required.
Advanced permissions
Create groups for technicians, support staff, and managers—each with access to their own dashboards and assigned tasks.
User groups
Create groups for technicians, support staff, and managers—each with access to their own dashboards and assigned tasks.
Automations
Integrate with tools like Make, Zapier, or N8N to automate ticket assignments, notifications, and reporting tasks.
Works on any device
Support your team wherever they are. Access the CRM on mobile, desktop, or tablet—no extra setup needed.
Easy, secure logins
Allow team members to sign in securely using email, Google, or SSO for fast and protected access to client data.
Security
Protect sensitive client and ticket data with SOC2 and GDPR compliance, and detailed access control for every team member.
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An AI assistant for your CRM
Let sales teams ask AI about clients, deals, or tasks—get instant answers and insights, right inside your CRM portal.
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 a CRM for IT services in minutes with drag-and-drop blocks and tailored templates.
Consolidate your stack
Add ticket management, client communication, or reporting as your IT workflows change—no rebuilds.
Flexible as you grow
Start with your CRM, then add client portals or asset trackers—all in one place, no extra tools.
Build a fully custom CRM for it service providers 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 IT service providers today