Build your own customizable CRM software
Manage leads, track deals, and insight sales in an AI-powered customizable CRM software built with AI to fit your unique sales workflow.
Tailor your customizable CRM software
Customize your customizable CRM software setup with the exact steps and views your team needs. Add features as processes evolve—no code needed.
Lead and deal management
Account and contact tracking
AI-powered sales insights
Automated document generation
Role-based user permissions
Client communication portal
Unify your sales CRM data in real time
Connect lead lists, customer accounts, and deal history from existing systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth.
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 pods and managers tailored access and dashboards, so each role sees just the pipeline and contacts they need.
User groups
Give different sales pods and managers tailored access and dashboards, so each role sees just the pipeline and contacts they need.
Automations
Streamline your sales process with Softr Workflows. Trigger native notifications or record updates when a deal moves to the next stage.
Works on any device
Access and update your customizable CRM software on the go. log meeting notes and status changes from 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 manual onboarding needed.
Security
Keep customer data safe with SOC2 and GDPR compliance, plus fine-tuned access control to prevent unauthorized 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 customizable CRM software in minutes with AI—no manual database setup or complex coding needed.
Consolidate your stack
Add features like lead scoring, automated document generation, or client portals as your sales process evolves.
Flexible as you grow
Start with a CRM, then add team dashboards, contract forms, or partner portals—all in one place.
Generate a customizable CRM software 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 customizable CRM software
Describe what you need. Softr's AI builds your customizable CRM software in minutes with no code required.