Build your own CRM with document management, no code required
Organize client data, streamline document handling, and enhance collaboration with a customizable CRM tailored to your business needs.
Build exactly what your team needs
Customize your CRM with document management to match your workflow. Add only the views and features you need, and adapt as processes evolve.
Lead and contact management
Document upload and organization
Deal pipeline tracking
Document sharing and permissions
Task and activity tracking
Automated reminders and notifications
Bring all your documents together in real time
Connect spreadsheets, CRMs, and document systems with real-time sync—or manage everything in Softr Databases. Centralize your client and document workflows.
Custom access for every team. Built-in security, no dev time.
Manage contacts, sales, and documents all in one secure CRM. Set up logins, roles, and permissions quickly—no IT required.
Advanced permissions
Give sales, support, and admin teams tailored access to pipelines and files, so each role sees just what they need.
User groups
Give sales, support, and admin teams tailored access to pipelines and files, so each role sees just what they need.
Automations
Connect with tools like Make or Zapier to automate tasks—like sending reminders or updating records—so nothing slips through.
Works on any device
Access your CRM and manage documents from desktop or mobile. All apps are mobile-ready out of the box.
Easy, secure logins
Let your team log in securely with Google, email, or SSO—no IT tickets needed.
Security
Protect your CRM data and documents with SOC2 and GDPR compliance, plus role-based access control.
.svg)
An AI assistant for sales teams
Sales reps can ask AI about deals, contacts, or documents—getting quick answers inside your CRM with Softr’s built-in tools.
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
Launch your CRM with document management in minutes using drag-and-drop blocks and templates.
Consolidate your stack
Easily add document workflows, permissions, or integrations as your CRM needs change—no rebuilds.
Flexible as you grow
Manage contacts, documents, and team tasks in one CRM—no extra apps or switching needed.
Build a fully custom CRM with document management in minutes
Connect to your data in seconds
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.
Customize layout and logic
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.
Publish and launch
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.
250+
600+
Frequently asked questions
Build your CRM with document management easily