Manage customer relationships, track interactions, and streamline processes with a customizable CRM tailored to your business needs


Design a CRM that fits your team’s unique workflows. Add only the views and features you need now, and adjust as your processes evolve.
Connect spreadsheets, CRMs, and support systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your client interactions.
Give sales, support, and management the tools they need in a secure CRM platform. Set up logins, user groups, and permissions—no IT help required.
Assign custom dashboards and access for sales reps, support agents, or managers—so each team sees what matters most.
Assign custom dashboards and access for sales reps, support agents, or managers—so each team sees what matters most.
Integrate your CRM with tools like Make, Zapier, or N8N to automate follow-ups, reminders, and updates.
Access and update CRM records from anywhere. Your CRM is mobile-ready out of the box.
Let staff log in quickly with Google, email, or SSO—so everyone has secure, instant access to CRM data.
Keep customer information safe with SOC2 and GDPR compliance, plus fine-tuned CRM access controls.
Let your sales team ask AI for lead details, insights, and updates—right inside your CRM, with instant answers from live data.
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.
Launch your custom CRM in minutes using drag-and-drop blocks and CRM-ready templates.
Add new fields, automations, or integrations as your CRM needs change—no rebuilds required.
Manage contacts, pipelines, and reports in one CRM platform—no extra tools or seats needed.
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 custom CRM software is a tailored platform where your team can manage customer relationships, track leads, organize contacts, and oversee sales pipelines—all in one secure place. It helps centralize your business processes so you don’t have to juggle spreadsheets or multiple tools. This makes it easier to stay organized, collaborate efficiently, and provide a seamless experience for your team and customers.
Softr makes it straightforward to build a custom CRM software that matches the unique way your company works. You can connect your existing data sources—like Airtable, HubSpot, Notion, monday.com, SQL, and more—to create a CRM where your team can track contacts, manage deals, update records, and share files all in one place.
You won’t need to write any code. Whether you start from a template or build from scratch, you can customize workflows, define who sees what, and brand the CRM to match your company’s style. It’s quick to set up, easy to modify, and flexible enough to grow as your business evolves—helping you keep everything organized and looking polished.
You can add a wide variety of features to your custom CRM software, depending on your workflow. Here are some common examples:
\- User logins – so each team member can access their own leads or assigned contacts
\- Custom dashboards – to track sales performance, pipeline status, or customer activity
\- Forms – for logging new leads, updating contact information, or submitting support requests
\- File sharing – so your team can upload and access customer documents securely
\- Search and filters – to quickly find contacts, deals, or tasks
\- Tables, lists, and detail views – to manage records like accounts, deals, or support tickets
\- Comments or status updates – to keep communication about customers in one place
\- Charts – to visualize sales metrics, conversion rates, or team performance
\- Calendar view – for meetings, follow-ups, or important deadlines
\- Permissions and roles – so different team members only see what they need
All of these can be built using Softr’s drag-and-drop blocks, no coding needed. If your process changes, it’s easy to update your CRM software at any time.
No coding is required. You can build your entire custom CRM software using Softr’s visual editor. Everything from the layout to user permissions can be adjusted and customized without writing a single line of code.
Yes. You can manage multiple clients or teams within your custom crm software. Each user only sees the data and modules assigned to them, based on their login and role. This is especially useful for organizations handling several client accounts or internal teams in a single system.
Softr supports a wide range of data sources for your custom crm software. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also bring in data from other sources with the REST API.
You’re not limited to just one source. You can integrate multiple data sources into your crm and display them together—so your custom crm software can, for example, pull in contacts from Airtable and deals from HubSpot at once. Most sources support real-time, two-way sync, so updates in your crm or data source stay in sync automatically.
Yes, Softr gives you full control over the user experience in your custom crm software. You can customize the layout, navigation, and modules to match your team’s process and your organization’s branding. Each page or feature can be shown or hidden based on who’s logged in, so users only see what’s relevant to their role.
You can also set up different user roles—such as sales rep, manager, or admin—and define exactly what each role can view or edit. For example, sales reps can access only their own pipeline, while managers can oversee all deals. You can also create personalized dashboards by filtering information based on the logged-in user.
This level of customization helps keep your crm software organized, secure, and tailored to each team member’s needs.
Yes, you can. You don’t need to import your data from another system to start building your custom crm software on Softr. If you’re starting from scratch, you can use Softr Databases, which is built into the platform and integrates seamlessly with your crm setup.
If you already have data stored in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or a SQL database, you can connect those as well. You can also use the REST API connector to bring in data from other sources. Either way, you have complete control over how your data is organized and displayed in your crm.
Yes, you can fully white-label your custom CRM software in Softr. You can apply your company’s logo, brand colors, fonts, and even set up a custom domain, so the CRM feels like a seamless part of your organization. All Softr branding can be removed, ensuring your team and users only see your company’s identity when using the CRM.
Absolutely! With Softr, you have extensive control over how your custom CRM software looks and feels. You can adjust color schemes, typography, spacing, and page layouts to match your brand guidelines. You get to decide which pages and blocks to use, how information is presented, and what each user role can see when they log in.
Depending on your needs, you can:
\- Use Table blocks to organize contacts, leads, or sales pipelines
\- Add List or Card blocks to feature team member profiles or account overviews
\- Display Detail View blocks for individual records like customer profiles
\- Incorporate Forms for data entry or updates
\- Add Charts to visualize sales or activity metrics
\- Use Calendar blocks to show meetings or follow-ups
If you ever want to make changes, you can easily update the design and structure directly in the visual editor.
Softr takes security seriously. All data within your custom CRM software is encrypted both during transfer (using TLS) and while stored. Your CRM is hosted on robust, secure infrastructure. You can maintain control over data access by setting up user roles, managing permissions, and configuring visibility rules to protect sensitive information at every level.
If your CRM pulls in data from external sources like Airtable, Notion, or SQL, Softr doesn’t store that data—it simply displays it in real time according to your configured access levels. You always control who can view or modify your CRM data.
Softr also adheres to best practices for authentication, access management, and platform monitoring to help keep your CRM data protected.
You can start building your custom CRM software for free. Softr’s Free plan allows you to publish one app with up to 10 users and 2 user groups, supporting all standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your CRM needs to support more users or advanced features, you can explore Softr’s paid plans for more capacity and options: <https://softr.io/pricing>
Softr is specifically designed to make building fully functional, user-friendly web apps—like custom CRM software—simple and accessible, even if you don’t code. What makes Softr stand out is how quickly you can go from concept to a live CRM solution, and how seamlessly it works with your data sources.
Other no-code tools might focus on mobile apps (like Glide) or target developers (like Retool), but Softr is built for business teams who want control over design, user experience, and permissions. You can connect real-time data from Airtable, Google Sheets, Softr Databases, or SQL, and create branded, secure CRMs your team can log into.
Everything is customizable—design, content, and user roles—without patching multiple tools together. Softr includes user permissions, forms, conditional logic, and API support out of the box, so you can launch your custom CRM fast.
Yes! Softr offers a wide range of integrations so you can connect your custom CRM software to all the tools you already use. You can link with payment processors like Stripe, enable chat with Intercom, and set up automations with platforms like Zapier, Make, and N8N. Softr also supports REST API and webhooks for even more advanced automations.
Whether you want to push CRM data to other apps, trigger automated follow-ups, or pull in information from external tools, you can automate these workflows without writing any code.