Build your own google drive crm, no code required
Manage leads and sync files in an AI-powered CRM built with AI that you customize to fit your team's document-heavy sales workflow.
Build exactly what your business needs
Customize your google drive crm with the exact pipeline views and file management steps your team needs. Add features as your processes evolve.
Centralized lead tracking
Integrated document management
Automated contact management
Secure file uploads
AI-powered data insights
Role-based access control
Bring all your lead and file data together
Connect Google Drive folders, lead spreadsheets, and contact systems with real-time sync—or manage everything in Softr Databases for a single source of truth.
Custom access for every team. Built-in security.
Give each sales rep the right tools and access to leads. Set up secure logins and granular permissions—no IT support or dev work needed.
Advanced permissions
Give different sales managers and reps tailored access and dashboards, so each role sees just the lead pipeline and documents they need.
User groups
Give different sales managers and reps tailored access and dashboards, so each role sees just the lead pipeline and documents they need.
Automations
Streamline your sales process with Softr Workflows. Trigger native automations to notify reps when a client uploads a file or a lead record changes.
Works on any device
Access and update your google drive crm on the go. All apps are mobile-ready out of the box, letting you manage leads from anywhere.
Easy, secure logins
Use Google, email, or SSO logins to give your team fast, secure access to lead data and files—no IT tickets needed.
Security
Keep sensitive lead and client file data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every granular 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 google drive crm in minutes with AI—no manual setup or complex configurations required.
Consolidate your stack
Add features like automated lead scoring or secure document uploads as your sales process evolves.
Flexible as you grow
Start with a CRM, then add client portals or internal dashboards—all in one place with no extra tools.
Generate a fully custom google drive crm 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 google drive crm. No code needed.
Describe what you need. Softr's AI builds your document-integrated CRM in minutes.