Build an Excel CRM in minutes
Manage leads and track pipelines in an AI-powered Excel CRM built with AI to fit your unique sales process and team workflows.
Tailor your Excel CRM to your needs
Customize your Excel CRM setup with the exact steps and views your team needs. Add features as processes evolve—no code needed.
Lead and contact management
Pipeline stage tracking
AI-powered sales insights
Automated follow-up alerts
File and document storage
Team activity logging
Unify your sales data in real time
Connect Excel, Google Sheets, or 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 sales rep 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 tiers and managers tailored access and dashboards, so each role sees just the leads and stats they need.
User groups
Give different sales tiers and managers tailored access and dashboards, so each role sees just the leads and stats they need.
Automations
Streamline your sales processes with Softr Workflows. Trigger native notifications or record updates whenever a deal stage changes.
Works on any device
Access and update your Excel CRM on the go. Close deals from the field using a mobile-ready interface that works on any smartphone.
Easy, secure logins
Use Google, email, or SSO logins to give your team fast, secure access to customer data—no more shared spreadsheet links.
Security
Keep internal sales data safe with SOC2 and GDPR compliance, plus fine-tuned access control that goes beyond basic spreadsheet security.
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 AI—no manual setup or complex spreadsheets needed.
Consolidate your stack
Add features like pipeline tracking, automated alerts, or sales insights as your workflows evolve.
Flexible as you grow
Start with a CRM, then add internal dashboards, lead forms, or client portals—all in one place.
Generate a fully custom Excel 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
Build your Excel CRM. No code needed.
Describe what you need. Softr's AI builds your custom CRM in minutes.