Build your own crm portal, no code required
Manage customer relationships and streamline processes with a customizable portal tailored to your business needs and goals.
Customize your CRM portal to your needs
Design a CRM portal that fits your team’s workflow. Add just the features and views you need now, and easily adapt as your processes change.
Lead capture and tracking
Contact and company management
Sales pipeline visualization
Task and activity management
Email and communication logging
Report and analytics dashboard
Bring all your client interactions together
Connect spreadsheets, CRMs, and other systems with real-time sync—or manage everything in Softr Databases. Centralize client, lead, and engagement data for your business.
Give every user a secure, custom CRM experience.
Set up a branded CRM portal with personalized dashboards and permissions. Let users access their contacts, deals, and updates securely.
Easy, secure logins
Your CRM portal works seamlessly on desktop and mobile. Users can view contacts or update records anywhere.
Works on any device
Your CRM portal works seamlessly on desktop and mobile. Users can view contacts or update records anywhere.
Automations
Connect your CRM to existing tools to automate workflows, send notifications, and sync data—no manual entry needed.
User groups
Set up different user groups for sales, support, or managers—each gets a tailored dashboard and access.
Advanced permissions
Customize who can view, edit, or manage specific CRM data—down to the record level for each group.
Security
Keep your CRM data safe with robust security. Softr meets SOC2 and GDPR compliance standards.
.svg)
Put AI to work for sales teams
Sales teams can ask AI for lead info, deal status, or follow-ups—instant answers, all right inside your CRM portal with Softr.
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 CRM portal in minutes with drag-and-drop blocks and CRM-ready templates.
Consolidate your stack
Add features like activity tracking, reporting, or automations as your CRM needs change.
Flexible as you grow
Start with your CRM portal, then add dashboards, forms, or internal tools—all in one place.
Build a fully custom crm portal 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.
250+
600+
Frequently asked questions
Build your CRM portal in minutes