Build your own free case management system
Organize client details, streamline processes, and enhance productivity with a no-code solution tailored to your team's needs.
Build exactly what your team needs
Create a case management system tailored to your team’s workflow. Add only the features you need now, and adapt as your process changes.
Case intake and creation
Case assignment and tracking
Document and file management
Communication log
Task and deadline management
Reporting and analytics
Unify your case management data in real time
Connect spreadsheets, CRMs, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your cases.
Custom access for every team. Built-in security, no dev time.
Manage cases, contacts, and team workflows securely. Set up permissions and user groups for streamlined, efficient case management—no IT support needed.
Advanced permissions
Assign roles for case managers, support reps, or admins so each has tailored access to cases and contacts.
User groups
Assign roles for case managers, support reps, or admins so each has tailored access to cases and contacts.
Automations
Connect with tools like Make, Zapier, or N8N to automate new case assignments and follow-up reminders.
Works on any device
Access and update cases or contacts on the go. All apps are mobile-ready out of the box.
Easy, secure logins
Allow your team to log in securely with Google, email, or SSO—no IT tickets required.
Security
Keep client and case data secure with SOC2 and GDPR compliance, plus strict access controls.
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An AI assistant for support teams
Support teams can ask AI about case status or history—quick answers and insights, right inside your free case management portal.
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
Set up your free case management CRM in minutes with ready-made blocks and templates.
Consolidate your stack
Easily add cases, automate tasks, or adjust workflows as your case management needs evolve.
Flexible as you grow
Start with a CRM, then add case tracking, client portals, or reporting—all in one place.
Build a fully custom case management system 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
Create your free case management system today