Manage customer relationships and streamline order handling with a customizable CRM tailored to fit your business processes and needs.


Set up a CRM with order management that fits how your team works. Add only the features you need, and adjust as your workflow changes.
Connect spreadsheets, CRMs, and order management systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your orders.
Empower sales, ops, and fulfillment teams with tailored tools and access. Set up secure logins, user groups, and permissions—no IT support required.
Give sales reps, managers, and fulfillment staff custom dashboards—each role sees only what’s relevant to their workflow.
Give sales reps, managers, and fulfillment staff custom dashboards—each role sees only what’s relevant to their workflow.
Connect with ERP or CRM systems and automate order updates, notifications, and routine tasks through Make, Zapier, or N8N.
Access and manage orders, inventory, or client details on the go. Your ERP tool is mobile-ready out of the box.
Enable team access with Google, email, or SSO logins. Simplify onboarding and keep your ERP data secure.
Protect sensitive business and client information. Softr provides SOC2 and GDPR compliance with advanced access controls.
Sales teams can ask AI about orders, customers, or inventory and get instant answers right inside your ERP system.
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.
Spin up your ERP CRM with order management in minutes using intuitive drag-and-drop blocks.
Add inventory tracking, approval flows, or new order stages as your ERP needs change—no rebuilds needed.
Manage customers, orders, and internal tools all in one ERP—no switching between apps or extra seats.
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.
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.
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.












A CRM with order management is a secure platform where your team and customers can track orders, manage sales, and keep all related information organized in one place. It combines customer relationship tools with order tracking so you can view order statuses, customer details, and communications together—making it easy to oversee the entire sales process without relying on scattered spreadsheets or endless email threads.
Softr makes it straightforward to build a CRM with order management tailored to your workflow. You can connect data sources like Airtable, Hubspot, Notion, monday.com, SQL, and more, creating a central hub where your team can manage customers and orders, view updates, process new sales, and track fulfillment—all in one platform.
No coding is needed. Start from a template or build from scratch, customize layouts, set user roles, and brand the system to fit your company. Softr makes it fast to launch, easy to maintain, and flexible enough to adapt as your sales and order management needs evolve. It streamlines your process and helps your team stay organized.
You can add a wide variety of features to your CRM with order management based on your process. Common features include:
\- User logins – so team members and customers can access their own orders and data
\- Custom dashboards – to display sales pipelines, order statuses, or customer details
\- Forms – for taking new orders, customer inquiries, or service requests
\- File sharing – for uploading invoices, purchase orders, or shipping documents
\- Search and filters – to quickly find orders, customers, or products
\- Tables, lists, and detail views – to display order histories, contacts, or inventory
\- Comments or status updates – to keep communication about orders in one place
\- Charts – to visualize sales performance or order trends
\- Calendar view – to manage delivery dates, follow-ups, or key deadlines
\- Permissions and roles – so different users only see relevant data
Everything is created using Softr’s drag-and-drop blocks, so these features can be built without writing any code. If your process changes, you can easily update your CRM with order management at any time.
No coding is required. You can build your CRM with order management entirely using Softr’s visual editor. Everything from the layout to user permissions can be set up without writing a single line of code.
Yes. You can manage multiple customers and sales teams in a single CRM with order management system. Each user only sees the orders, customer records, and sales data assigned to them, based on their login and role. This setup is especially helpful for sales organizations, distributors, or any business handling multiple accounts or teams from one place.
Softr supports a wide range of data sources for your CRM and order management needs. You can connect Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also bring in order or customer data from other sources using the REST API.
You’re not limited to just one source. You can integrate multiple databases in the same CRM, so for example, your sales team can view order details from Airtable while accessing customer histories from HubSpot at the same time. Most connections support real-time, two-way sync, so your records stay up to date automatically.
Yes, Softr gives you complete control over how users experience your CRM with order management. You can tailor the layout, navigation, and data views to fit your sales process and brand. Each page or block can be configured to show only the relevant orders, customers, or sales data to the appropriate users, depending on who’s logged in.
You can also define different user roles, like sales rep, manager, or admin—and set exactly what each role can view or edit. For example, sales reps might see only their own customers and orders, while managers can oversee all records. You can also create personalized dashboards or filtered lists based on the logged-in user, making it easy for everyone to access the information they need while keeping your data secure and organized.
Yes, you can. You don’t need to import your customer or order data from another tool to get started with Softr. If you’re starting fresh, you can use Softr Databases, which is built into the platform and integrates seamlessly with your CRM and order management workflows.
If you already keep order or customer records in Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or an SQL database, you can connect those too. You can also use the REST API connector to bring in data from other sources. This way, you have full control over how your sales, customer, and order data are structured in your CRM.
Yes, you can fully white-label your CRM with order management in Softr. You can use your own logo, brand colors, fonts, and set up your custom domain so the platform looks and feels like it belongs to your company. All Softr branding can be removed, so your team and users see only your organization’s identity at every touchpoint.
Absolutely. Softr offers a lot of flexibility for designing and organizing your CRM with order management system. You can fine-tune colors, fonts, spacing, and how each page is structured to reflect your brand’s look and workflow. You control which blocks appear where, and what information is shown to different users depending on their role.
To present your order and customer data, you can use blocks that best fit your needs:
\- Table blocks – to display order lists, customer records, or sales pipelines
\- List or Card blocks – to feature customer profiles, order details, or product catalogs
\- Detail View – to drill into a specific customer or order
\- Forms – for capturing new orders or updating CRM records
\- Charts – to show sales trends, order volumes, or pipeline stats
\- Calendar blocks – to track order deadlines or scheduled follow-ups
If anything needs to be changed as your processes evolve, it’s easy to adjust layouts, content, or permissions right in the visual builder.
Softr takes data security seriously. All data going in and out of your CRM with order management portal is encrypted in transit (TLS) and at rest, and your system is hosted on robust, secure infrastructure. You have full control over user permissions, so you can determine exactly who can view or edit orders, customer information, or sales data. Set up granular visibility rules, user roles, and manage access right from your data source.
For CRMs linked to external data sources like Airtable, Google Sheets, or Notion, Softr doesn’t store your data—it simply presents it securely based on your permission settings. You stay in control at all times.
Softr also applies industry-standard practices for authentication, access management, and ongoing monitoring to help protect your CRM and order data.
You can get started at no cost. Softr’s Free plan lets you launch one CRM with order management app, supporting up to 10 users and 2 user groups, and works with common data sources like Softr Databases, Airtable, and Google Sheets. If your CRM needs more users or advanced features, check out the paid plans to see what works best for your team.
Softr is designed to help you quickly build powerful, user-friendly CRMs with order management, all without needing to code. The platform stands out because you can move from concept to working system fast, and it connects easily to your existing data.
Compared to other no-code platforms that may focus on mobile apps or developer-heavy tools, Softr is intended for business teams who want full control over their CRM’s design, user experience, and permissions. You can build on top of real-time data from systems like Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded apps that your sales or support teams can use.
Everything is visually customizable—from layouts and data blocks to access levels. With built-in user roles, forms, logic, and API support, you don’t need separate tools to launch a complete CRM with order management.
Yes, you can. Softr supports a variety of integrations so your CRM with order management can work seamlessly with your other business tools. Connect with apps like Stripe for payments, Intercom for chats, and automate repetitive tasks using Zapier, Make, or N8N. Softr also supports REST APIs and webhooks for setting up custom workflows.
Whether you want to sync customer data, automate order notifications, or display information from external systems, you can build these workflows into your CRM with order management—no coding required.