Build a CRM with automation in minutes
Capture leads, track pipelines, and sync data in an AI-powered CRM with automation built with AI you customize to fit your sales workflow.
Build exactly what your sales team needs
Customize a CRM with automation that looks sleek out of the box. Add only the features you need, and iterate as your team's workflows evolve.
Lead capture and sync
Contact and account management
Automated pipeline tracking
AI-powered deal insights
Task and follow-up reminders
Sales performance dashboards
Bring all your sales data together in real time
Connect spreadsheets, CRMs, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Custom access for every team. Built-in security.
Give each sales lead 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 tailored dashboards and lead lists, so each team member sees just the opportunities they need to manage.
User groups
Give different sales reps tailored dashboards and lead lists, so each team member sees just the opportunities they need to manage.
Automations
Streamline your sales process with Softr Workflows. Trigger native automations for follow-ups and pipeline updates to keep your CRM running smoothly.
Works on any device
Access and update your CRM with automation on the go. All apps are mobile-ready out of the box for sales teams in the field.
Easy, secure logins
Use Google, email, or SSO logins to give your sales team fast, secure access to their pipeline—no IT tickets needed.
Security
Keep sensitive customer data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your CRM.
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 with automation in minutes with AI—no dev time or complex configuration needed.
Consolidate your stack
Add pipeline views, automated reminders, or deal insights as your sales needs evolve—without starting from scratch.
Flexible as you grow
Start with a CRM, then add client portals, dashboards, or forms—all in one place, with no extra seats to buy.
Generate a fully custom CRM with automation 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
Create a custom CRM with automation now
Describe what you need. Softr's AI builds your custom CRM with automation in minutes.