Build your own customer success tool, no code required
Enhance customer satisfaction and streamline processes with a customizable tool tailored to your team's unique needs and goals.
Customize your customer success tool
Create a customer success tool tailored to your team’s needs. Add only the workflows and views you use, and update as your processes evolve.
Onboarding task management
Customer account overview
Ticket and issue tracking
Renewal and upsell reminders
Customer feedback collection
Health score monitoring
Unify your customer success data in real time
Connect spreadsheets, support systems, and CRMs with real-time sync—or manage everything in Softr Databases. Create a single source of truth for customer insights.
Custom access for every team. Built-in security, no dev time.
Empower your customer success team with secure, tailored access to client data. Set up logins, roles, and permissions—no IT support required.
Advanced permissions
Create custom dashboards for CSMs, support, and managers so each role sees relevant customer data.
User groups
Create custom dashboards for CSMs, support, and managers so each role sees relevant customer data.
Automations
Integrate with tools like Make, Zapier, or N8N to automate client follow-ups, reminders, and data syncing.
Works on any device
Your CRM is accessible on any device, letting teams update client records wherever they work.
Easy, secure logins
Let your team sign in quickly and securely using Google, email, or SSO—no IT tickets needed.
Security
Protect sensitive client data with SOC2 and GDPR compliance, plus robust access controls for every user.
.svg)
An AI assistant for success teams
Let teams ask AI about tickets or customer history—get prompt answers, all inside your customer success tool with Softr.
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
Launch your customer success CRM in minutes with ready-made templates—no tech skills needed.
Consolidate your stack
Easily add workflows like ticket tracking or feedback forms as your customer needs change.
Flexible as you grow
Manage customer data, success dashboards, and support tools—all in one place, no extra logins.
Build a fully custom customer success tool 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.
250+
600+
Frequently asked questions
Create your customer success tool now