Create a CRM with Excel
Easily add a fast and nice-looking front-end to your Excel data using Softr's REST API integration.
Stay connected to customers, and improve profitability with an Excel CRM
Optimize your daily schedules, prioritize tasks, design a sales process and gather customer data in one location to improve customer experience and increase sales.
Trusted by 500,000+ teams worldwide
CRM Template
Our ready-made template with mock data will help you see what's possible with Softr.
"I had already tried other tools, so when I started using Softr, it was clear immediately that the capabilities were beyond what I found elsewhere."
Yohei Nakajima General Partner, Untapped Capital
FAQ
Softr is a no-code app builder that makes it easy to build custom client portals, CRMs, and internal tools using your existing data. Connect it to your preferred data source, customize layout and logic, and share it with your clients or team members on any device.
No. You can use a Softr subdomain (e.g. yoursite.softr.app) to publish your app and get going. Moreover, we take care of hosting your app for you.
Absolutely! You can connect your custom domain on the platform in all paid plans.
Yes, there's a free trial available for all paid plans, and there's also a "forever free" plan that gives access to everything you need to get started.
Navigate to Softr's data source section and select the REST API as your data source. You can then add your preferred API manually, configuring it with the necessary headers and authentication. Alternatively, you can transfer your Excel data to one of Softr's other supported data sources like Google Drive or Airtable and build your CRM on top of that data.
Yes! Check out this tutorial for more details and tips, or read through our help doc. Or watch this video about building a CRM with Google Sheets. When you connect to REST API as a data source, we also offer 3 API templates, with more coming soon. You can also connect your own API manually to get started.
