Build a custom CRM portal without code
Manage leads and provide customer self-service access in an AI-powered CRM portal built with AI you customize to fit your workflow.
Build exactly what your business needs
Customize a CRM portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your team's workflows evolve.
Lead tracking and management
Contact and account profiles
Customer self-service access
Interactive sales dashboards
Automated status notifications
Document and contract storage
Bring all your client data together in real time
Connect lead trackers, client profiles, and contract data with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Give every user a custom, secure experience.
Give each user the right views and access in a fully branded portal. Set up secure logins, user groups, and permissions in minutes.
Easy, secure logins
Softr apps are mobile-ready by default. Turn your CRM portal into a downloadable app in one click—perfect for sales teams on the move.
Works on any device
Softr apps are mobile-ready by default. Turn your CRM portal into a downloadable app in one click—perfect for sales teams on the move.
Automations
Build native automations to handle status notifications and contract updates automatically whenever account records are changed.
User groups
Provide separate logins for clients and account managers, and create personalized interactive dashboards for each user type.
Advanced permissions
Apply rules for different roles. Customize who can view lead details or edit contract storage at even the most granular level.
Security
Protect sensitive client and lead information from security threats. Softr is fully compliant with SOC2 and GDPR regulations.
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 portal in minutes with AI. No dev time or complex configuration needed—just describe your needs.
Consolidate your stack
Add features like interactive sales dashboards or automated status notifications as your business needs evolve.
Flexible as you grow
Start with a CRM portal, then add internal tools, forms, or project trackers—all in one place with no extra cost.
Generate a fully custom CRM portal 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 portal with AI — for free
Describe what you need. Softr's AI builds your custom CRM portal in minutes without code.