Build a financial CRM software without code
Manage client accounts and trace investments in an AI-powered financial CRM software built with AI to fit your firm's unique workflow.
Build exactly what your firm needs
Customize your financial CRM software with the exact investment pipelines and client views your team needs. Add features as workflows evolve.
Client account management
Investment pipeline tracking
Secure document sharing
Interactive financial dashboards
AI-powered portfolio insights
Compliance approval requests
Bring all your client data together in real time
Connect spreadsheets, CRMs, and financial data tools 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 advisor 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 advisors and partners tailored access and dashboards, so each role sees just the client accounts they need.
User groups
Give different advisors and partners tailored access and dashboards, so each role sees just the client accounts they need.
Automations
Streamline internal processes with Softr Workflows. Trigger native automations for compliance approval requests or portfolio updates.
Works on any device
Access and update your financial CRM software on the go. All apps are mobile-ready out of the box for client meetings.
Easy, secure logins
Use Google, email, or SSO logins to give your team fast, secure access to financial data—no IT tickets needed.
Security
Keep internal and client 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 financial CRM software in minutes with AI—no manual setup or complex configuration needed.
Consolidate your stack
Add features like compliance tracking, document sharing, or portfolio dashboards as your workflows evolve.
Flexible as you grow
Start with a CRM, then add secure client portals and interactive dashboards—all in one place.
Generate a custom financial CRM software with AI
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 financial CRM software in minutes
Describe what you need. Softr's AI builds your custom financial CRM software in minutes.