Build a Dropbox CRM without code
Manage leads, track deals, and view documents in an AI-powered CRM built with AI that you customize to fit your professional workflow.
Tailor your Dropbox CRM to your needs
Customize your Dropbox CRM setup with the exact steps and views your team needs. Add features as processes evolve—no code or complex setup needed.
Contact & lead management
Integrated document management
Sales pipeline tracking
AI-powered lead scoring
Client deal dashboards
Automated status notifications
Bring all your client data together in real time
Connect spreadsheets, Dropbox, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
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 sales reps and managers tailored access and dashboards, so each role sees just the leads and deal metrics they need.
User groups
Give sales reps and managers tailored access and dashboards, so each role sees just the leads and deal metrics they need.
Automations
Streamline your sales process with Softr Workflows. Trigger native notifications or status updates automatically whenever a lead moves through the pipeline.
Works on any device
Access and update your Dropbox CRM on the go. All apps are mobile-ready out of the box, making it easy to check deal status from anywhere.
Easy, secure logins
Use Google, email, or SSO logins to give your sales team fast, secure access to the CRM—no IT tickets needed.
Security
Keep sensitive client and document data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level.
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 Dropbox CRM in minutes with AI—no dev time or manual setup needed to get your pipeline running.
Consolidate your stack
Add features like AI lead scoring, document views, or status automations as your workflows evolve—no rebuild needed.
Flexible as you grow
Start with a CRM, then add internal tools, portals, or dashboards—all in one place, with no extra tools to buy.
Generate a fully custom Dropbox 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
Generate your Dropbox CRM with AI — for free
Describe what you need. Softr's AI builds your custom CRM in minutes without code.