Build your own CRM with project management, no code required
Manage customer relationships and streamline projects with a customizable CRM solution tailored to your team's unique workflow.
Customize your CRM around your processes
Set up a CRM with project management that matches your team’s workflow. Add just the features you need now, and refine it as your work evolves.
Lead and contact management
Deal pipeline tracking
Project task assignment
Document and file sharing
Activity and meeting scheduling
Team collaboration and updates
Bring all your project data together in real time
Connect spreadsheets, CRMs, and project management tools with real-time sync—or manage everything in Softr Databases. Centralize your project and client workflows.
Custom access for every team. Built-in security, no dev time.
Manage contacts, sales pipelines, and projects with tailored access for every team member. Set permissions and dashboards in minutes—no IT needed.
Advanced permissions
Give different roles, like sales reps, project managers, and support, tailored dashboards so everyone sees just what they need.
User groups
Give different roles, like sales reps, project managers, and support, tailored dashboards so everyone sees just what they need.
Automations
Connect with Make, Zapier, or N8N to automate follow-ups, task assignments, and project updates—no more manual tracking.
Works on any device
Access your CRM and project management tools on any device. All apps are mobile-ready out of the box.
Easy, secure logins
Enable secure access with Google, email, or SSO logins—get your team onboarded quickly and safely.
Security
Protect your business and client data with SOC2 and GDPR compliance and robust access controls.
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An AI assistant for your sales
Sales teams can ask AI for deal updates or client info and get instant answers, all within your CRM and project workspace.
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 project management in minutes using drag-and-drop blocks and templates.
Consolidate your stack
Add new pipelines, tasks, or collaboration tools as your team and projects scale—no rebuild needed.
Flexible as you grow
Manage contacts, deals, and projects together in one CRM, with no extra tools or logins required.
Build a fully custom CRM with project 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.
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Frequently asked questions
Build your CRM with project management today