Build finance broker CRM software, no code required
Manage client relationships, track deals, and streamline workflows with a customizable CRM tailored for finance brokers and teams.
Customize your CRM around your processes
Build a CRM that fits your finance team’s workflow. Add only the views and features you need now, and adapt your setup as your business evolves.
Lead capture and management
Client application tracking
Task and reminder automation
Document collection and storage
Commission and fee management
Client communication log
Bring all your client data together in real time
Connect spreadsheets, CRMs, and financial tools with real-time sync—or manage everything in Softr Databases. Centralize client, deal, and workflow information.
Custom access for every team. Built-in security, no dev time.
Empower your finance brokers with secure, role-based access to client data and workflows. Set up permissions and automations in minutes—no IT required.
Advanced permissions
Tailor dashboards and access for brokers, support staff, and management—so each role sees only what they need.
User groups
Tailor dashboards and access for brokers, support staff, and management—so each role sees only what they need.
Automations
Connect with tools like Make, Zapier, or N8N to streamline client onboarding, reminders, and document collection.
Works on any device
Access and manage CRM workflows securely from desktop or mobile—no extra setup required.
Easy, secure logins
Brokers and staff log in easily with Google, email, or SSO for fast and secure access to client information.
Security
Protect sensitive client data with SOC2 and GDPR compliance, plus advanced access controls for financial workflows.
.svg)
An AI assistant for finance brokers
Brokers get instant answers and insights from live client data—all easily accessible inside your CRM with Softr’s built-in AI.
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 finance broker CRM in minutes using ready-made templates—no coding required.
Consolidate your stack
Easily add deal tracking, compliance checks, or integrations as your brokerage grows.
Flexible as you grow
Start with a CRM, then add client dashboards or deal pipelines—all in one place, no extra tools.
Build a fully custom finance broker 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.
250+
600+
Frequently asked questions
Build your finance broker CRM software quickly