Build a CRM software for small business with AI
Track leads, manage deals, and automate tasks in an AI-powered CRM software for small business built with AI to fit your unique workflow.
Build exactly what your business needs
Customize a CRM software for small business that looks modern out of the box. Add only the features you need, and iterate as processes evolve.
Lead capture & tracking
Account & contact management
Sales pipeline visualization
AI-powered deal insights
Follow-up task automation
Database AI lead enrichment
Bring all your lead data together in real time
Connect spreadsheets, CRMs, and contact lists with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your small business workflows.
Custom access for every team. Built-in security.
Give each teammate the right tools and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give different sales reps and managers tailored access and dashboards, so each role sees just the pipeline and contacts they need.
User groups
Give different sales reps and managers tailored access and dashboards, so each role sees just the pipeline and contacts they need.
Automations
Streamline your sales process with Softr Workflows. Trigger native automations based on status changes to keep your small business operations running smoothly.
Works on any device
Access and update your sales records on the go. All CRM software for small business builds are mobile-ready out of the box.
Easy, secure logins
Use Google, email, or SSO logins to give your sales team fast, secure access to lead information—no IT tickets needed.
Security
Keep business and contact data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your software.
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 software for small business in minutes with AI—no dev time or complex configuration needed.
Consolidate your stack
Add features like pipeline tracking, automated follow-ups, or custom reporting as your sales workflows evolve.
Flexible as you grow
Start with a CRM, then add client portals, dashboards, or shared forms—all in one place, with no extra seats.
Generate a custom CRM software for small business with AI
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
Build your CRM software for small business
Describe what you need. Softr's AI builds your CRM software for small business in minutes.