Build your own crm with quoting, no code required
Streamline client interactions, generate quotes, and manage sales with a customizable CRM tailored to your business needs.
Build exactly what your team needs
Create a CRM with quoting that fits your team’s workflow. Add only the views and features you need now, and adjust as your process changes.
Lead and contact management
Opportunity pipeline tracking
Quote generation and sharing
Quote approval workflow
Quote-to-invoice conversion
Activity and communication log
Bring all your quoting data together in real time
Connect spreadsheets, CRMs, and quoting tools with real-time sync—or manage everything in Softr Databases. Create a centralized source for your quotes and client interactions.
Custom access for every team. Built-in security, no dev time.
Give your sales and quoting teams the right access in a secure CRM platform. Set up user groups, logins, and advanced permissions—no IT help needed.
Advanced permissions
Organize users into sales, support, or management groups—each gets a personalized dashboard and quoting tools.
User groups
Organize users into sales, support, or management groups—each gets a personalized dashboard and quoting tools.
Automations
Connect to Make, Zapier, or N8N to automate quote generation, follow-ups, and CRM updates seamlessly.
Works on any device
Your CRM is mobile-ready for quoting and deal management anywhere—every app works great on any device.
Easy, secure logins
Enable quick, safe logins with Google, email, or SSO—get new team members quoting in minutes.
Security
Protect sensitive sales data and client info. Softr ensures SOC2 and GDPR compliance with robust controls.
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An AI assistant for your CRM
Let sales teams ask AI for quotes, deal details, or contacts—get instant answers right inside your CRM, powered by Softr.
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
Get your CRM with quoting up and running in minutes using drag-and-drop building blocks.
Consolidate your stack
Add quoting, deal stages, or new fields as your sales process changes—no need to start over.
Flexible as you grow
Manage your CRM, quotes, and deal tracking in one place—no more switching between tools.
Build a fully custom CRM with quoting 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
Create your CRM with quoting effortlessly