Manage customer relationships, automate workflows, and gain insights with a customizable CRM tailored to your business needs.


Choose only the CRM features and AI tools your team needs. Adapt your setup anytime as your sales processes or workflows evolve—no code required.
Connect spreadsheets, CRMs, and marketing tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your customer interactions.
Empower sales, marketing, and support with secure, role-based CRM access. Customize permissions, dashboards, and automation—no IT support needed.
Tailor dashboards for each team—so sales, support, or managers only see the CRM data they need.
Tailor dashboards for each team—so sales, support, or managers only see the CRM data they need.
Automate follow-ups, reminders, and lead assignments by connecting your CRM to tools like Make, Zapier, or N8N.
Access and update CRM data on desktop or mobile. Your CRM is always mobile-ready, right out of the box.
Enable secure access with Google, email, or SSO logins—so your team can quickly get to work.
Protect customer data and deal information with SOC2 and GDPR compliance, plus robust access controls.
Sales teams can ask AI for lead details or deal status—get instant answers inside your CRM, powered by Softr’s built-in AI.
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.
Set up your AI-powered CRM in minutes with drag-and-drop tools—no coding or design skills needed.
Easily add automations, integrations, or AI features as your sales and support needs change.
Manage contacts, pipelines, and AI insights in one CRM—no switching between tools required.
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 with AI is a powerful platform designed to help you manage relationships, leads, sales, and communications more efficiently using artificial intelligence. It centralizes all your customer data, interactions, and tasks, while leveraging AI to automate repetitive processes, provide insights, and personalize follow-ups. This helps you stay organized, improve your customer experience, and make smarter business decisions.
Softr makes it simple to build a CRM with AI that fits the unique way your team works. You can connect your existing sources—like Airtable, Hubspot, Notion, or SQL—and set up a system where your team can track leads, manage contacts, automate follow-ups, and gain actionable insights, all in one place.
There’s no need to code. You can start with a template or create your CRM from scratch, customize layouts, set user permissions, and brand the platform for your business. It’s fast to launch, easy to update as your processes evolve, and flexible enough to grow with your team’s needs.
You can include a variety of features in your CRM with AI, depending on your workflow and goals. Some common features include:
\- User logins – so each team member can access their own leads and tasks
\- Custom dashboards – to display sales pipelines, performance stats, or key contacts
\- AI-powered automation – for lead scoring, email follow-ups, or reminders
\- Forms – to capture new leads or update customer information
\- File sharing – for attaching agreements, proposals, or notes to contacts
\- Search and filters – to quickly find leads, deals, or communications
\- Tables, lists, and detail views – to manage records like opportunities, accounts, or activities
\- Comments or activity logs – to keep all communication and notes in one place
\- Charts – to visualize sales metrics, team performance, or conversion rates
\- Permissions and roles – so different team members only see what’s relevant to them
All these features are built with Softr’s intuitive drag-and-drop editor, so you can adapt your CRM as your needs change—without any coding.
No coding skills are needed. You can build your CRM with AI entirely using Softr’s visual editor. Everything from setting up automations to customizing layouts and permissions can be done without writing any code.
Yes. You can manage multiple clients or teams in a single crm with ai workspace. Each user only sees the data and dashboards assigned to them, based on their login and role. This is especially helpful for sales organizations, consultancies, or teams managing several accounts or pipelines at once.
Softr supports a wide range of data sources. You can connect your crm with ai to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also link to other sources using Softr’s REST API connector.
You’re not limited to just one. You can pull in multiple sources at once and bring all your contact, pipeline, and activity data together in your crm with ai. Most sources support two-way sync, so your CRM data stays up-to-date automatically.
Yes, Softr lets you control exactly how users interact with your crm with ai. You can tailor the layout, navigation, and content to fit your workflows and branding. Each page or block can be shown or hidden based on who’s logged in, so every team member or client only sees what’s relevant to them.
You can also set up roles like sales rep, manager, or admin—and define what each role can view or edit. For instance, sales reps can only view their own leads, while managers can access reports and manage records. You can even personalize dashboards by filtering data according to the logged-in user. This level of customization makes it easy to keep your crm with ai clear, secure, and tailored for each user or team.
Yes, you can. You don’t need to import data from another system to start building your crm with ai. If you’re starting fresh, you can use Softr Databases, which is built into the platform and works seamlessly with your CRM workflows.
If you have existing data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. There’s also a REST API connector for other sources. This gives you full control over how your contacts, deals, and interactions are structured and displayed in your crm with ai.
Yes, you can fully white-label your CRM with AI in Softr. You can apply your own logo, brand colors, fonts, and even set up a custom domain so your CRM feels like a seamless extension of your company. All Softr branding can be removed, ensuring your team and users only see your organization's identity throughout the entire experience.
Absolutely. Softr gives you a lot of flexibility when it comes to shaping the design and layout of your CRM with AI. You can adjust colors, fonts, spacing, and page structure to fit your brand guidelines. Decide how each section is arranged, what information is displayed, and tailor visibility based on user roles.
For managing your CRM data, you can use a variety of blocks:
\- Table blocks – to display accounts, contacts, deals, or task lists.
\- List or Card blocks – to highlight team members, leads, or opportunities.
\- Detail View – for drilling into a specific account, contact, or pipeline stage.
\- Forms – for capturing new leads or logging interactions.
\- Charts – to visualize sales performance or pipeline health.
\- Calendar blocks – to showcase meetings, follow-ups, or key deadlines.
If your CRM needs evolve, you can easily jump back into the visual builder and make updates anytime.
Softr is built with data security as a top priority. All information in your CRM with AI is encrypted both in transit (TLS) and at rest, and your app is hosted on secure, reliable infrastructure. You have complete control over access—set up role-based permissions, manage users, and configure visibility rules to ensure only authorized team members can access sensitive CRM data.
If your CRM connects to external data sources like Airtable, Notion, or SQL, Softr does not store your information—it simply displays it in real time based on your access rules. You're always in control over who can view or edit your CRM records.
Softr also adheres to industry standards for authentication and access management, so your CRM data remains protected.
You can get started for free. Softr’s Free plan lets you launch your CRM with AI with up to 10 users and 2 user groups, and includes support for popular data sources like Softr Databases, Airtable, and Google Sheets.
If your CRM needs more capacity or advanced features, you can check out the paid plans, which scale with the size and needs of your team.
Softr is designed to help you quickly create a fully functional, user-friendly CRM with AI—without having to code or rely on a developer. What makes Softr unique is how fast you can turn your CRM idea into a working app, and how seamlessly it integrates with your existing data sources.
Other no-code tools may focus on different use cases, like mobile apps (Glide) or developer-heavy setups (Retool). Softr is ideal for non-technical teams who want full control over layout, workflow, and access permissions. You can work with real-time data from sources like Airtable, Google Sheets, Softr Databases, or SQL, and build a secure, branded CRM that your team can log into.
Everything is customizable in the visual builder, from data views to permissions—no need to patch together multiple tools. Softr includes roles, forms, logic, and API support right out of the box.
Yes, you can easily automate workflows and integrate your CRM with AI with the rest of your tools using Softr. You can connect to popular platforms like Stripe, Intercom, and automate tasks using Zapier, Make, or N8N. Plus, Softr supports REST API and webhooks for advanced automation.
If you want to send CRM updates to another system, trigger email notifications, or pull in data from other tools, you can build these automations and integrations directly into your CRM—no coding required.