Build your own custom CRM, no code required
Track leads, manage pipelines, and view deal insights in an AI-powered custom CRM built with AI you customize to fit your sales workflow.
Build exactly what your team needs
Customize a custom CRM that looks sleek and modern out of the box. Add only the features you need, and iterate as your team's workflows evolve.
Lead and contact tracking
Pipeline stage management
AI-powered deal insights
Automated task notifications
Client document management
Custom sales dashboards
Bring all your sales data together in real time
Connect lead lists, pipeline stages, and contact history 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 sales tiers tailored access and performance dashboards, so each account manager sees just the records assigned to them.
User groups
Give different sales tiers tailored access and performance dashboards, so each account manager sees just the records assigned to them.
Automations
Streamline your sales process with Softr Workflows. Trigger native notifications based on pipeline stage changes to keep deals moving forward.
Works on any device
Access and update your custom CRM from the field. Log notes, update statuses, and check deal details on any mobile device out of the box.
Easy, secure logins
Use Google, email, or SSO logins to give your sales team fast, secure access—no IT tickets or complex passwords needed.
Security
Keep sensitive customer data safe with SOC2 and GDPR compliance, plus fine-tuned access control to prevent unauthorized data exports.
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 custom CRM in minutes with AI—no manual setup or complex configurations needed.
Consolidate your stack
Add features like automated pipeline stages, client documents, or custom reports as your sales needs grow.
Flexible as you grow
Start with a CRM, then add partner portals, team dashboards, or lead forms—all in one place.
Generate a fully custom custom CRM with AI in minutes
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
Build your custom CRM in minutes
Describe what you need. Softr's AI builds it in minutes. Get started for free, no dev needed.