Build your own excel crm, no code required
Organize contacts, track interactions, and manage tasks with a customizable CRM tailored to your team's workflow and goals.
Customize your CRM around your processes
Set up your CRM with just the fields and workflows you need for your business. Add new views or features as your processes change—no code needed.
Lead capture and tracking
Pipeline stage management
Contact and account management
Task and activity tracking
Notes and communication logs
Reporting and analytics dashboard
Unify your client data in real time
Connect spreadsheets, CRMs, and other systems with real-time sync—or manage everything in Softr Databases. Centralize client and workflow data for efficiency.
Custom access for every team. Built-in security, no dev time.
Give your sales and support teams the right CRM tools and secure access. Set up logins, user groups, and permissions—no IT help required.
Advanced permissions
Give different CRM users tailored access so each team member sees only the leads, contacts, and deals relevant to them.
User groups
Give different CRM users tailored access so each team member sees only the leads, contacts, and deals relevant to them.
Automations
Connect with Make, Zapier, or N8N to automate follow-ups, reminders, or updates in your CRM.
Works on any device
Access and update your CRM on desktop or mobile. All apps are mobile-ready from the start.
Easy, secure logins
Let your team log in with Google, email, or SSO for fast, secure CRM access—no IT tickets needed.
Security
Keep customer and deal data safe with SOC2 and GDPR compliance, plus granular access controls.
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Give sales teams an AI assistant
Sales reps can ask AI about leads, deals, or contacts and get instant answers—right inside your CRM, powered by 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
Build your Excel CRM in minutes with intuitive drag-and-drop tools and ready-made templates.
Consolidate your stack
Add contacts, fields, or automations as your Excel CRM needs change—no rebuild needed.
Flexible as you grow
Start with your CRM, then add forms, dashboards, or internal tools—all in one place.
Build a fully custom 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 CRM solution in minutes