Build a CRM with invoicing in minutes
Track leads, manage accounts, and monitor payment status in an AI-powered CRM built with AI you customize to fit your sales workflow.
Tailor your CRM with invoicing to your needs
Customize your CRM with invoicing setup with the exact steps and views your team needs. Add features as processes evolve—no code needed.
Centralized lead tracking
Contact & account management
Automated invoice generation
Payment status monitoring
AI-powered sales insights
Secure client document portal
Unify your sales and billing data in real time
Connect spreadsheets, CRMs, and payment 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 teammate 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 team members tailored access and dashboards, so sales reps and accountants see just the data they need.
User groups
Give different team members tailored access and dashboards, so sales reps and accountants see just the data they need.
Automations
Streamline your billing with Softr Workflows. Trigger native automations to generate invoices or send notifications when deals are closed.
Works on any device
Access and update your CRM with invoicing on the go. All apps are mobile-ready out of the box for your field sales team.
Easy, secure logins
Use Google, email, or SSO logins to give your team fast, secure access to customer and billing records—no IT tickets needed.
Security
Keep sensitive financial and client data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level.
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 invoicing in minutes with AI—no manual setup or complex configuration needed.
Consolidate your stack
Add features like automated billing, sales insights, or approvals as your needs evolve—no rebuild needed.
Flexible as you grow
Start with a CRM, then add invoicing, client portals, or dashboards—all in one place with no extra tools.
Generate a fully custom CRM with invoicing 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
Generate your CRM with invoicing with AI — for free
Describe what you need. Softr's AI builds your custom CRM and billing tool in minutes.