Enhance customer interactions, streamline support processes, and boost satisfaction with a CRM tailored to your service team needs.


Build a customer service CRM that fits your team’s workflow. Add only the features you need now and update your setup as processes change.
Connect support tickets, CRMs, and chat systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your support team.
Empower your customer service team with the right tools and access. Set up secure logins, user groups, and granular permissions—no IT required.
Give different team members tailored dashboards and access, so agents, supervisors, and admins see only what they need.
Give different team members tailored dashboards and access, so agents, supervisors, and admins see only what they need.
Connect with tools like Make, Zapier, or N8N to automate support ticket routing and follow-up messages.
Your customer service CRM works seamlessly on desktop and mobile, so your team can assist customers anywhere.
Enable team logins with Google, email, or SSO for quick, secure access to customer information.
Protect sensitive customer data with SOC2 and GDPR compliance plus strong access controls.
Support teams get instant answers to customer questions and insights, right inside your CRM—no switching tabs or tools needed.
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.
Spin up your customer service CRM in minutes with drag-and-drop blocks and templates.
Add features like ticket tracking or feedback forms as your team’s needs change—no rebuild needed.
Manage customer data, agents, and support portals—all in one place, no extra tools required.
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 customer service CRM is a secure platform where your support team can manage and track all customer interactions, requests, and cases in one place. It centralizes communication, so you don’t have to juggle emails or spreadsheets, and helps your team stay organized while delivering responsive, personalized customer support.
Softr lets you easily build a customer service CRM that matches your team’s workflow. You can connect your existing data sources—like Airtable, HubSpot, Notion, monday.com, SQL, and more—and set up a system where team members can log in, view case histories, update tickets, and access shared resources, all in one organized workspace.
There’s no need to code. You can start with a template or create your own design, customize the layout, set user roles and permissions, and brand it to fit your company. It’s quick to deploy, easy to update, and flexible enough to scale as your support needs grow—helping your team work smarter and provide excellent service.
You can add a range of features to your customer service CRM, depending on your support process. Some popular features include:
\- User logins – so each support agent can access their assigned tickets and information
\- Custom dashboards – to display open cases, response times, or key metrics
\- Forms – for submitting new support requests, gathering feedback, or internal notes
\- File sharing – for attaching documents, screenshots, or resources to tickets
\- Search and filters – to help agents quickly find specific cases or customer details
\- Tables, lists, and detail views – to organize tickets, customer profiles, or activity logs
\- Comments or status updates – to keep all communication in one place
\- Charts – to visualize ticket volume, resolution rates, or customer satisfaction
\- Calendar view – for tracking follow-ups, tasks, or important deadlines
\- Permissions and roles – so agents, managers, and admins only see what they need
All these features can be created using Softr’s drag-and-drop blocks, without any coding. And if your support process changes, it’s simple to adjust your CRM accordingly.
No coding is needed. You can build your customer service CRM entirely with Softr’s visual editor. Everything—from the layout to access controls—can be set up without writing any code at all.
Yes. You can manage multiple customers or support teams in a single customer service crm. Each user only sees the tickets, conversations, and data assigned to them, based on their login and role. This is especially useful for organizations handling support for different clients or departments within the same system.
Softr supports a wide range of data sources for your customer service crm. 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 using the REST API.
You’re not limited to just one. You can integrate multiple data sources into the same crm and display them side by side—so your customer service crm, for example, can pull in data from both Airtable and HubSpot at once. Most sources support real-time, two-way sync, so any updates in your crm or data source stay in sync automatically.
Yes, Softr gives you full control over how users experience your customer service crm. You can customize the layout, navigation, and content to match your organization’s support process and branding. Each page or block can be shown or hidden based on who’s logged in, so support agents, managers, and customers only see information relevant to their roles.
You can also set up different user roles, such as support agent, manager, or customer—and define exactly what each role can view or edit. For example, customers can see only their own tickets, while internal users can manage all support requests. You can also create personalized dashboards by filtering data based on the logged-in user.
This level of customization is particularly useful when you’re managing multiple support teams, departments, or customers in the same crm. It keeps the experience organized, secure, and tailored to each user.
Yes, you can. You don’t need to bring your support data from somewhere else to start building your customer service crm with Softr. If you’re starting from scratch, you can use Softr Databases, which is built into the platform and integrates seamlessly with your crm workflows.
But if you already have support tickets or customer data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those too. You can also use the REST API connector to bring in data from other sources. Either way, you have full control over how your support data is structured and displayed in your crm.
Yes, you can fully white-label your customer service CRM in Softr. You can use your own logo, brand colors, fonts, and custom domain to make the CRM feel like a natural extension of your support team. You can also remove all Softr branding, so your users only see your company's identity throughout the platform.
Yes, absolutely. Softr gives you a lot of flexibility to control both the design and layout of your customer service CRM. You can adjust colors, fonts, spacing, and page structure to match your support team's branding. You decide how each page is organized, choose which blocks to display, and set what different users or support agents see when they log in.
To display your data, you can add different types of blocks based on your needs:
\- Table blocks – to show structured data like support tickets, contact lists, or case statuses
\- List or Card blocks – to highlight things like customer profiles, open issues, or resources
\- Detail View – to show one record at a time, like a ticket detail or customer profile
\- Forms – for capturing new support requests or feedback
\- Charts – to visualize KPIs or response times
\- Calendar blocks – to track follow-ups or scheduled calls
If your requirements or design needs change, it's easy to update your CRM right in the visual builder.
Softr is built with security as a top priority. All data in your customer service CRM is encrypted in transit (TLS) and at rest, and your CRM is hosted on secure, reliable infrastructure. Softr apps also give you full control over who can access and manage information in your CRM. You can set up role-based permissions, manage users directly from your data source, set visibility rules, and apply global restrictions to protect sensitive customer data across your entire CRM.
If your CRM connects to external data sources like Airtable, Notion, or SQL, Softr doesn’t store your data—it displays it in real time based on your permissions. You always control your data and who can access or modify it.
Softr also follows industry best practices for authentication, access control, and platform monitoring to help keep your information safe.
You can get started for free. Softr’s Free plan allows you to publish one customer service CRM app with up to 10 users and 2 user groups, and it supports all standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If you need more users or advanced features for your CRM, there are several paid plans available. You can find the full breakdown here: <http://softr.io/pricing>
Softr is designed to make it easy to create fully functional, user-facing apps—like customer service CRMs, portals, and internal tools—without any coding or developer support. What sets Softr apart is how quickly you can build a working CRM and how well it connects to your support data.
Unlike some no-code tools that focus on mobile apps (like Glide) or are more developer-centric (like Retool), Softr is built for non-technical teams who want control over layout, user experience, and permissions. You can build your CRM on top of real-time data from tools like Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded platforms for your support agents and customers.
Softr lets you customize everything visually—from content and design to permission settings. With built-in user roles, forms, conditional logic, and API support, you don’t need to stitch together different tools to deliver a professional CRM experience.
Yes. Softr supports a wide range of integrations so you can connect your customer service CRM with the rest of your support stack. You can sync with tools like Stripe for payments, Intercom for chat, and automate tasks using Zapier, Make, or N8N. Softr also offers REST API and webhook support for more advanced workflows.
Whether you need to send CRM data to another system, trigger automations based on ticket updates, or display information from other tools, you can do it all within your CRM—no coding required.