Build your own crm with workflow automation
Streamline customer interactions and automate processes with a no-code CRM tailored to your business needs and operational goals.
Customize your CRM around your processes
Design a CRM with automated workflows that match how your team operates. Add features as your business grows—no coding or limits required.
Lead capture automation
Deal stage tracking
Task assignment & reminders
Contact management
Pipeline reporting dashboard
Automated email sequences
Unify your client and workflow data in real time
Connect spreadsheets, CRMs, and project management tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your workflows.
Custom access for every team. Built-in security, no dev time.
Empower your sales and support teams with the right CRM tools and automated workflows. Set up secure logins, user groups, and permissions—no IT help needed.
Advanced permissions
Organize team members into sales, support, or admin groups, each with dedicated dashboards and access.
User groups
Organize team members into sales, support, or admin groups, each with dedicated dashboards and access.
Automations
Automate follow-ups, status changes, and notifications by connecting with Make, Zapier, or N8N.
Works on any device
Let your team manage leads and contacts on the go. CRM apps are mobile-ready by default.
Easy, secure logins
Provide secure access for your team with Google, email, or SSO logins—no technical setup required.
Security
Keep customer data protected with SOC2 and GDPR compliance, plus flexible access controls.
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An AI assistant for your sales
AI answers sales questions, finds insights, and saves time—right inside your CRM with Softr’s built-in workflow automation.
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 workflow automation in minutes—just drag, drop, and launch.
Consolidate your stack
Easily update pipelines or automate new tasks as your CRM processes change—no rebuilds needed.
Flexible as you grow
Manage contacts, workflows, dashboards, and forms—all within a single CRM, no extra tools required.
Build a fully custom CRM with workflow automation 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 workflow automation today