Build your own document management CRM, no code required
Organize files, streamline processes, and enhance collaboration with a customizable CRM tailored to your document management needs.
Customize your document management crm
Set up your CRM with only the views and workflows you need for managing documents. Update and refine as your team’s processes evolve—no code required.
Document upload and storage
Role-based access control
Document approval workflow
Version history and tracking
Client portal access
Automated reminders and notifications
Bring all your documents together in real time
Connect cloud storage, project management tools, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your documents.
Custom access for every team. Built-in security, no dev time.
Manage, share, and control documents securely across your team. Set up secure logins, user groups, and permissions—no IT help needed.
Advanced permissions
Create user groups for different departments or roles, giving each tailored document access and dashboards.
User groups
Create user groups for different departments or roles, giving each tailored document access and dashboards.
Automations
Automate approval flows and notifications by connecting with Make, Zapier, or N8N to speed up document tasks.
Works on any device
Access, review, or upload documents from any device. All apps are mobile-ready out of the box.
Easy, secure logins
Allow teammates to log in securely using Google, email, or SSO credentials, streamlining access to files.
Security
Keep documents protected with SOC2 and GDPR compliance, plus detailed access controls for every file.
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Put AI to work for sales teams
Sales teams can ask AI for contract status, file details, or client docs—getting answers instantly inside your CRM portal.
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 document management CRM in minutes with drag-and-drop blocks and templates.
Consolidate your stack
Add permissions, document types, or workflows as your team’s needs change—no rebuilds needed.
Flexible as you grow
Manage documents, client records, and internal requests—all in one place, with no extra tools.
Build a fully custom document management CRM 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.
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Frequently asked questions
Build your document management CRM in minutes