Build your own CRM with invoicing, no code required
Manage client relationships and streamline invoicing with a customizable CRM solution tailored to your business needs and goals.
Build exactly what your business needs
Customize your CRM and invoicing setup with the features and workflows that fit your business. Add or adjust components as your needs change.
Lead and contact management
Opportunity tracking
Automated invoice generation
Invoice status tracking
Payment collection integration
Reporting and analytics
Bring all your invoicing data together now
Connect spreadsheets, CRMs, and invoicing systems with real-time sync—or manage everything in Softr Databases. Centralize client and invoice data for efficiency.
Custom CRM access for every team. Built-in security.
Empower your sales and billing teams with a secure CRM that includes invoicing. Set up tailored logins, user groups, and permissions in minutes—no coding.
Advanced permissions
Give sales reps, managers, and billing staff the right dashboards, so each sees just the leads, deals, or invoices they need.
User groups
Give sales reps, managers, and billing staff the right dashboards, so each sees just the leads, deals, or invoices they need.
Automations
Connect with Make, Zapier, or N8N to automate lead follow-ups, invoice creation, or notifications—save time for your team.
Works on any device
Let your team manage contacts, deals, and invoices from anywhere. All CRM features are mobile-ready by default.
Easy, secure logins
Enable fast, secure access for your team with email, Google, or SSO—no IT tickets required.
Security
Keep CRM and invoicing data safe with SOC2 and GDPR compliance, plus granular access control.
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An AI assistant for your sales team
Let sales teams ask AI about clients, deals, or invoices—answers appear instantly inside your CRM and invoicing 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
Set up your CRM with invoicing in minutes using drag-and-drop blocks and ready templates.
Consolidate your stack
Easily add invoicing, payment tracking, or new fields as your CRM needs change—no rebuild required.
Flexible as you grow
Manage contacts, deals, and invoices together—no need for multiple tools or logins.
Build a fully custom CRM with invoicing 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.
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Frequently asked questions
Build your CRM with invoicing effortlessly