Build a CRM for SaaS, no code required
Track trial users, manage subscriptions, and visualize MRR in an AI-powered CRM built with AI to fit your SaaS team's unique workflow.
Tailor your CRM for SaaS to your needs
Customize your CRM for SaaS setup with the exact lead stages and trial views your team needs. Add features as SaaS processes evolve—no code.
Lead and trial tracking
SaaS pipeline management
Account and contact management
Automated renewal alerts
AI-powered revenue dashboards
Customer success task logging
Unify your SaaS pipeline data in real time
Connect trial accounts, subscription status, and customer logs with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your SaaS.
Custom access for every team. Built-in security.
Give sales and success teams the right views into trial data. Set up secure logins, user groups, and granular permissions—no dev work needed.
Advanced permissions
Give account managers and sales reps tailored access and dashboards, so each role sees just the leads and accounts they need.
User groups
Give account managers and sales reps tailored access and dashboards, so each role sees just the leads and accounts they need.
Automations
Streamline your SaaS processes with Softr Workflows. Trigger native notifications for trial expirations or account status changes automatically.
Works on any device
Access and update your CRM for SaaS on the go. Update lead status or log success tasks from any device, out of the box.
Easy, secure logins
Use Google, email, or SSO logins to give your SaaS team fast, secure access to customer data—no IT tickets needed.
Security
Keep sensitive customer and revenue data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every 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 for SaaS in minutes with AI—track trials and manage your pipeline without manual configuration.
Consolidate your stack
Add features like automated renewal alerts or customer success logs as your SaaS grows—no rebuild needed.
Flexible as you grow
Start with a CRM, then add partner portals and internal dashboards—all in one place, with no extra seats to buy.
Generate a fully custom CRM for SaaS with AI in minutes
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
Generate your CRM for SaaS with AI — for free
Describe your pipeline needs. Softr's AI builds your custom CRM for SaaS in minutes.