Manage contacts, track interactions, and streamline processes with a customizable CRM tailored to your Google Sheets workflows.


Build a Google Sheets CRM that fits your workflow. Add only the views and features your team needs now, and adjust as your needs change.
Connect spreadsheets, CRMs, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your customer interactions.
Empower your team with a Google Sheets-powered CRM. Set up secure logins, user groups, and granular permissions—no IT or coding required.
Give each team role tailored access and dashboards, so everyone sees just the data they need.
Give each team role tailored access and dashboards, so everyone sees just the data they need.
Automate lead assignments or follow-up reminders by connecting with tools like Make, Zapier, or N8N.
Update your CRM from the office or on the go. Your Google Sheets CRM is always mobile-ready.
Enable fast, secure logins with Google, email, or SSO—no IT tickets necessary.
Keep your CRM data protected with SOC2 and GDPR compliance, plus customizable access controls.
Sales teams can ask AI about leads, deals, or contacts and get instant answers—all right inside your Softr CRM app.
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.
Launch your Google Sheets CRM in minutes using drag-and-drop blocks and ready-made templates.
Update fields, add automations, or connect new data sources as your CRM needs change—no rebuilds required.
Start with your CRM, then add dashboards, forms, or portals—all managed alongside your Google Sheets.
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.
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.
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.












A google sheets crm is an online system that lets your team manage leads, contacts, deals, and tasks—using your existing Google Sheets data. It creates a streamlined way to organize client and sales information in one secure space, so you can track communications, update records, and collaborate without digging through emails or messy spreadsheets. This helps everyone stay on the same page and keeps your sales process running smoothly.
Softr makes it simple to turn your Google Sheets into a powerful crm tailored to your team’s workflow. You can connect your sheets, then set up a web app where your team can log in to view, update, and manage leads, contacts, pipelines, and notes—all in one place.
No coding is required. You can start with a crm template or customize from scratch, set up permissions, and make it look and feel like your own. It’s quick to launch, easy to update, and flexible enough to adapt as your process grows—making your data from Google Sheets much more actionable.
You can include a range of features in your google sheets crm, depending on your team's process. Some common options are:
\- User logins – so team members access only the data they need
\- Custom dashboards – to track leads, sales, and key metrics
\- Forms – for adding new contacts, deals, or activity logs
\- File sharing – attach proposals, contracts, or notes to deals
\- Search and filters – to quickly find contacts or opportunities
\- Tables, lists, and detail views – for managing your pipeline, leads, or activities
\- Comments or status updates – keep everyone in the loop on each record
\- Charts – visualize sales performance, conversion rates, or deal stages
\- Calendar view – for tracking follow-ups, meetings, or deadlines
\- Permissions and roles – so admins, reps, and managers only see what’s relevant
All of these are built using Softr’s drag-and-drop tools, so you don’t need to code. If your needs change, you can easily update your crm anytime.
No coding is necessary. You can build your google sheets crm entirely with Softr’s visual editor. You’ll be able to customize layouts, workflows, and permissions—all without writing a single line of code.
Yes. You can manage multiple clients or teams within a single google sheets crm. Each user only sees the records and information assigned to them, based on their login and role. This setup is helpful for sales teams, account managers, or anyone handling multiple stakeholders within one CRM system.
Softr supports a wide range of data sources for your google sheets crm. You can connect to Google Sheets, Airtable, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also bring in information from other systems using the REST API.
You’re not limited to just one source. You can combine multiple data sources in the same CRM and view them side by side—so your google sheets crm can pull in data from Google Sheets and HubSpot, for example. Most sources support real-time, two-way sync, so updates in your CRM or your data source are always in sync.
Yes, Softr makes it easy to control how users work with your google sheets crm. You can adjust the layout, navigation, and the way information is displayed to fit your workflow and branding. Each page or section can be shown or hidden based on the user’s role, so everyone only sees what matters to them.
You can also define different user roles, like sales rep, manager, or admin, and set exactly what each role can view or edit. For example, sales reps can see just their own leads or accounts, while managers can access broader CRM data. You can also filter data automatically based on who’s logged in, keeping the CRM organized and secure for everyone using it.
Yes, you can. You don’t need to import data from another system to get started with a google sheets crm using Softr. If you’re starting from scratch, you can use Softr Databases, which is built right into the platform and integrates seamlessly with your CRM setup.
If you already have contacts, deals, or other CRM data in Google Sheets, Airtable, or other supported tools, you can connect those as well. You can even use the REST API connector to bring in data from other sources. This gives you full control over how your CRM data is organized and displayed.
Yes, you can fully white-label your google sheets crm in Softr. You can use your own logo, brand colors, fonts, and set up a custom domain so your CRM feels like a seamless part of your organization. You also have the option to remove all Softr branding, ensuring that your users only see your team's identity throughout their experience.
Absolutely. Softr gives you extensive flexibility to control the design and layout of your google sheets crm. You can adjust colors, fonts, spacing, and page structure to reflect your team’s style. Decide how each page is organized, place blocks where you want, and set up what various users see when they log in.
To present your CRM data, you can add different types of blocks based on your needs:
\- Table blocks – to display deals, contacts, or pipeline stages from your Google Sheets
\- List or Card blocks – for showcasing team members, tasks, or opportunities
\- Detail View – to show in-depth client or deal records one at a time
\- Forms – to capture new leads or update CRM information
\- Charts – to visualize sales performance or pipeline metrics
\- Calendar blocks – to display follow-up dates or meeting schedules
If your CRM setup needs to change, it’s easy to update the design right in the visual builder.
Softr is designed with security as a top priority. All data is encrypted both in transit (TLS) and at rest, and your google sheets crm is hosted on secure, reliable infrastructure. You have full control over user permissions in the CRM, including role-based access, user management, and visibility rules, so you can protect sensitive CRM data.
When you use Google Sheets as your data source, Softr displays the information in real time and does not store your data. You control who can view or update CRM records through your chosen access settings.
Softr also follows leading best practices for authentication, access control, and platform monitoring to help keep all your CRM data safe.
You can start building your google sheets crm for free. Softr’s Free plan lets you launch one app with up to 10 users and 2 user groups, and supports connections to standard data sources like Google Sheets, Airtable, or Softr Databases.
If your CRM grows and you need more users or advanced features, you can upgrade to a paid plan for expanded access and functionality. You can find a full breakdown of the plans and what’s included here: <https://softr.io/pricing>
Softr is built to make it straightforward to create powerful, user-facing apps—like a google sheets crm—without needing to code. What makes it stand out is how quickly you can go from a Google Sheet to a complete CRM, and how seamlessly it connects to your real-time data.
Unlike some no-code platforms that focus on mobile apps (like Glide) or require technical setup (like Retool), Softr is tailored for non-technical teams who want control over layout, user experience, and permissions. You can build your CRM directly on top of Google Sheets, Airtable, Softr Databases, or SQL, and customize everything visually—from blocks and content to user roles.
Softr includes user management, forms, conditional logic, and API support right out of the box, so you don’t need to piece together multiple tools to build a fully functional CRM.
Yes, you can automate workflows and integrate your google sheets crm with the rest of your toolset. Softr supports a wide range of integrations, allowing you to connect with apps like Slack, Stripe, and Intercom, or automate tasks using Zapier, Make, and N8N. You can also leverage REST API and webhooks for custom workflows.
Whether you want to sync CRM updates with another system, trigger actions when new leads are added, or display information from other tools, Softr provides the flexibility to build these automations without writing code.