Build a CRM with document management
Track leads, manage accounts, and secure files in an AI-powered CRM with document management built with AI and tailored to your workflow.
Build exactly what your sales team needs
Customize a CRM with document management that looks sleek. Add only the features you need, and iterate as your team's workflows evolve over time.
Centralized lead tracking
Secure file uploads
Contact & account management
AI-powered document summaries
Automated document approvals
Sales reporting dashboard
Bring all your client and file data together
Connect spreadsheets, CRMs, and file storage with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business processes.
Custom access for every team. Built-in security.
Give each teammate the right lead data and document access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give different team members tailored access and dashboards, so each role sees just the leads and files they need to close deals and manage accounts.
User groups
Give different team members tailored access and dashboards, so each role sees just the leads and files they need to close deals and manage accounts.
Automations
Streamline your processes with Softr Workflows. Trigger native automations for document approvals or status changes based on team actions to keep operations running smoothly.
Works on any device
Access and update your CRM with document management on the go. All apps are mobile-ready out of the box, ensuring your team has record access anywhere.
Easy, secure logins
Use Google, email, or SSO logins to give your team fast, secure access to their sales pipeline and file folders—no IT tickets needed.
Security
Keep sales and internal data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your document management system.
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 document management in minutes with AI—no manual setup or complex configuration needed.
Consolidate your stack
Add features like automated approvals, lead scoring, or summaries as your needs evolve—without starting over.
Flexible as you grow
Start with a CRM, then add portals, dashboards, or forms—all in one place, with no extra tools to buy.
Generate a custom CRM with document 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 document management
Describe what you need. Softr's AI builds your CRM with document management in minutes.