Build your custom crm software, no code required
Manage leads, track deals, and view performance in an AI-powered custom crm software built with AI to fit your unique sales workflow.
Build exactly what your sales team needs
Customize your custom crm software setup with the exact steps and views your team needs. Add features as processes evolve—no code needed.
Lead and deal management
Centralized contact profiles
Sales performance dashboards
AI-driven deal summaries
Client document portal
Automated task notifications
Unify your sales data in real time
Connect lead sources, deal trackers, and contact records with real-time sync—or manage everything directly in Softr Databases. Create one source of truth for your sales.
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 reps or managers tailored access and dashboards, so each role sees just the pipelines and performance data they need.
User groups
Give different sales reps or managers tailored access and dashboards, so each role sees just the pipelines and performance data they need.
Automations
Streamline your sales process with Softr Workflows. Trigger native notifications or task updates when a deal moves to a new stage to keep momentum.
Works on any device
Access and update your custom CRM software on the go. Update lead status or log meeting notes from your phone with mobile-ready layouts.
Easy, secure logins
Use Google, email, or SSO logins to give your sales team fast, secure access to their pipeline—no IT tickets or complex setups needed.
Security
Keep sensitive customer and deal data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your CRM.
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 software in minutes with AI—no manual setup or complex configuration needed.
Consolidate your stack
Add features like sales reporting, deal summaries, or task alerts as your sales cycles evolve—no rebuild needed.
Flexible as you grow
Start with a CRM, then add client portals, lead forms, or sales dashboards—all in one place, with no extra tools.
Generate a fully 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 software in minutes
Describe what you need. Softr's AI builds your custom CRM in minutes without code.