Manage leads, track sales, and optimize processes with a customizable CRM solution tailored to your business and sales team.


Set up a CRM that fits your sales workflow. Add only the features and views your team needs now, and adapt as your sales process changes.
Connect spreadsheets, CRMs, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your sales processes.
Equip your sales team with tailored dashboards, workflows, and permissions. Set up secure logins and user groups for fast, secure access—no IT help needed.
Give sales reps, managers, and admins tailored access and dashboards—so each role sees what they need.
Give sales reps, managers, and admins tailored access and dashboards—so each role sees what they need.
Connect to tools like Make, Zapier, or N8N to automate lead assignments, follow-ups, and notifications.
Your CRM is always accessible—update deals or add notes from desktop or mobile.
Enable fast, secure access for your sales team using Google, email, or SSO—no tickets required.
Keep sales data protected with SOC2 and GDPR compliance, plus granular access controls for each user.
Let your team ask AI for lead insights, deal status, or contacts—answers appear instantly, right inside your CRM system.
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.
Launch your sales CRM in minutes with drag-and-drop blocks and ready-made templates.
Add deal tracking, custom fields, or integrations as your sales process evolves—no rebuild needed.
Start with CRM, then add lead forms, pipelines, or reporting—all in one place, no extra tools.
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.
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.
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.












A CRM sales software is a secure platform where your sales team can manage leads, track deals, and organize customer interactions in one place. It keeps all your sales data, communication, and documentation centralized, so your team doesn’t have to rely on scattered spreadsheets or emails. This helps your sales process stay organized, streamlined, and more efficient for everyone involved.
Softr makes it simple to build a CRM sales software tailored to your sales team’s needs. You can connect your existing data—like leads in Airtable, contacts from HubSpot, or sales notes in Notion—and set up a platform for managing pipelines, tracking progress, and organizing activities, all in one place.
You don’t need any coding skills. You can start with a template or build from scratch, customize the layout, set user permissions, and brand it for your company. It’s quick to roll out, easy to update, and flexible enough to adapt as your sales process grows. Everything stays organized and professional-looking.
You can include a wide variety of features in your CRM sales software, depending on how your sales workflow operates. Some of the most useful include:
\- User logins – so each sales rep can access their own leads and deals
\- Custom dashboards – to display sales pipelines, KPIs, or recent activities
\- Forms – for adding new leads, logging calls, or collecting feedback
\- File sharing – so contracts, proposals, and presentations can be uploaded and accessed securely
\- Search and filters – to help reps quickly find contacts, accounts, or deals
\- Tables, lists, and detail views – to organize leads, opportunities, or customer info
\- Comments or status updates – to keep team communication in context
\- Charts – for visualizing sales performance, targets, or conversion rates
\- Calendar view – for tracking upcoming meetings, calls, or follow-ups
\- Permissions and roles – so managers, reps, and other team members only see what’s relevant to them
All of this can be built using Softr’s drag-and-drop blocks, so you don’t have to write code. And as your sales process evolves, it’s easy to update your CRM on the fly.
No coding is required. You can build your CRM sales software entirely using Softr’s visual editor. Everything from the layout to user permissions can be set up and customized without writing a single line of code.
Yes. You can manage multiple sales accounts or teams within a single crm sales software platform. Each user only sees the leads, pipelines, and information assigned to them, based on their login and role. This is ideal for sales organizations, agencies, or any company tracking several accounts or working across different sales teams.
Softr supports a wide range of data sources for your crm sales software. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You also have the option to bring in data from other sources via the REST API.
You’re not restricted to just one source. You can integrate multiple data sources into your crm sales software and display them together—so your sales dashboards, for example, can pull in deals from both Airtable and HubSpot at once. Most sources support real-time, two-way sync, so your crm sales software and underlying data stay up to date automatically.
Yes, Softr gives you full control over how users experience your crm sales software. You can tailor the layout, navigation, and content to fit your brand and sales processes. Each module or page can be shown or hidden based on user roles, so each salesperson or manager only sees what’s relevant to them.
You can create user roles such as sales rep, manager, or admin—and define exactly what each role can view or edit. For example, sales reps might only see their own leads and deals, while managers can oversee all activity. You can also personalize views by filtering data based on the logged-in user.
This flexibility is especially valuable when you’re managing multiple sales teams or accounts inside one CRM, helping keep everything organized, secure, and tailored to your workflow.
Yes, you can. You don’t need to migrate data from another system to start building your crm sales software with Softr. If you’re starting fresh, you can use Softr Databases, which is built into the platform and integrates seamlessly with your CRM workflows.
If you already track leads or accounts in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those easily as well. You can also use the REST API connector to bring in sales data from other sources. No matter where your data starts, you have complete control over how it’s structured and displayed in your CRM software.
Yes, you can fully white-label your crm sales software built with Softr. You can apply your company’s logo, brand colors, fonts, and custom domain to make the crm feel like an integrated part of your sales operations. You’re also able to remove all Softr branding, so your sales team and users only see your organization’s identity throughout the entire experience.
Absolutely. Softr gives you extensive control over both the design and layout of your crm sales software. You can adjust colors, fonts, spacing, and page structures to match your sales team’s brand or workflow. You decide how each page is organized, which blocks to use, and what different user roles see when they log in.
To present your sales data, you can use various Softr blocks depending on your needs:
\- Table blocks – perfect for displaying leads, pipelines, or deal tracking
\- List or Card blocks – ideal for showcasing accounts, contact profiles, or product catalogs
\- Detail View – to focus in on a specific opportunity or customer
\- Forms – to collect new lead info, updates, or feedback
\- Charts – to visualize sales performance or metrics
\- Calendar blocks – to display upcoming meetings or task deadlines
If your requirements change, you can easily adjust the design or content at any time using the visual builder.
Softr is designed with data security as a top priority. All your crm sales software data is encrypted both in transit (TLS) and at rest, and hosted on secure, reliable infrastructure. You have full control over user access and permissions—meaning you can set up role-based access, manage team members within your data source, set visibility rules, and apply global restrictions to keep sensitive sales data protected.
For crm software connected to external data sources like Airtable, Notion, or SQL, Softr doesn’t store your sales data—it simply displays it in real time, in accordance with your access permissions. You're always in control of who can view or edit your sales information.
Softr also adheres to industry best practices for authentication, access management, and platform monitoring to ensure your crm data remains safe.
You can start building your crm sales software with Softr for free. The Free plan lets you publish one app with up to 10 app users and 2 user groups, and supports standard data sources such as Softr Databases, Airtable, Google Sheets, and more.
If your crm requires more users or advanced features, you can explore the paid plans here: <http://softr.io/pricing>
Softr is purpose-built for creating fully functional, user-facing apps like crm sales systems and internal tools, all without needing to code or rely on developers. It stands out for how quickly you can turn a concept into a working crm and for its seamless integration with your existing data sources.
Unlike no-code tools focused on mobile (like Glide) or more developer-centric platforms (like Retool), Softr is designed so non-technical sales teams have full control over layout, user experience, and permissions. You can build your crm on top of real-time data from Airtable, Google Sheets, Softr Databases, or SQL, and launch a secure, branded system for your sales team or clients to access.
Everything can be visually customized—from the data displayed to who gets access. With built-in features like user roles, forms, conditional logic, and API integrations, you don’t need to combine multiple tools to launch a polished crm.
Yes. Softr offers a broad range of integrations so you can connect your crm sales software with the rest of your sales stack. You can integrate with tools such as Stripe for billing, Intercom for chat, and automate processes using Zapier, Make, or N8N. Softr also supports REST API and webhooks for more advanced automation needs.
This means you can automatically send crm data to other systems, trigger workflows based on user actions, or display information from other tools—all within your crm sales software, and without writing code.