Build a custom CRM with contract management
Manage deals, track documents, and automate renewals in an AI-powered CRM with contract management built with AI you adapt to your needs.
Tailor your CRM with contract management
Customize your CRM with contract management setup with the exact steps and views your team needs. Add features as processes evolve—no code needed.
Lead and contact tracking
Document upload and storage
Contract renewal alerts
Signature approval workflow
AI-powered deal insights
Client portal access
Bring all your deal and contract data together
Connect spreadsheets, CRMs, and doc storage 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. Review terms or check deal status on the go with a downloadable app created in one click using Softr's PWA.
Works on any device
Softr apps are mobile-ready. Review terms or check deal status on the go with a downloadable app created in one click using Softr's PWA.
Automations
Build native automations with Softr Workflows to handle contract renewal alerts and status updates automatically whenever records are changed.
User groups
Provide separate logins for sales reps, legal teams, and clients, ensuring each group sees a personalized dashboard tailored to their tasks.
Advanced permissions
Apply rules for different user groups. Customize who can view, edit, or sign contracts, and which deal actions they can take at a granular level.
Security
Protect sensitive contract information from threats. Softr is fully compliant with SOC2 and GDPR regulations to keep your data safe.
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 contract management in minutes with AI—no dev time or complex configuration needed.
Consolidate your stack
Add features like signature tracking, renewal alerts, or approval workflows as your needs evolve—no rebuild needed.
Flexible as you grow
Start with a CRM, then add client portals, dashboards, or legal intake forms—all in one place with no extra tools.
Generate a custom CRM with contract management 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 with contract management
Describe what you need. Softr's AI builds your custom CRM with contract management in minutes.