Streamline customer support and relationship management with a custom help desk solution tailored to your business needs and goals.


Add only the views and features your support team needs. Adapt your help desk and CRM as your workflows change—no coding required.
Connect help desk software, CRMs, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your support workflows.
Give your support and sales teams the right tools and access for managing tickets and customer data. Set permissions and logins—no IT support needed.
Provide agents, managers, and admins with tailored dashboards so each role sees only the information they need.
Provide agents, managers, and admins with tailored dashboards so each role sees only the information they need.
Connect with tools like Make, Zapier, or N8N to automate repetitive ticket updates, follow-ups, or CRM entries.
Access and update your help desk and CRM data on the go. All apps are mobile-ready out of the box.
Let your team use Google, email, or SSO logins for secure, seamless access to support and CRM tools.
Keep customer and ticket data safe with SOC2 and GDPR compliance, plus robust role-based access control.
Let support teams and customers ask AI questions or find CRM details—instant answers right inside your help desk portal.
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.
Spin up a help desk CRM in minutes with drag-and-drop blocks and ready-made templates.
Easily add ticket routing, automations, or new fields as your support workflows evolve.
Manage support tickets and customer info together—no need for separate tools or extra seats.
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 help desk with CRM is a centralized platform where your support team can manage customer inquiries, track tickets, and access client details all in one place. It combines customer support tools with relationship management features, so you can see the full history of interactions, streamline communication, and resolve issues more efficiently. This setup helps your team stay organized and ensures customers get faster, more personalized support.
Softr makes it simple to build a help desk with CRM tailored to your support workflow. You can connect your existing data from platforms like Airtable, Hubspot, Notion, monday.com, SQL, and more, then set up a portal where your team can log in, manage tickets, update customer details, and track progress—all from one dashboard.
You don’t need to know how to code. You can use a template or start from scratch, adjust layouts, set permissions for different team members, and apply your own branding. It’s quick to set up, easy to maintain, and flexible enough to grow as your support needs evolve. Everything is in one place, making your help desk more efficient and user-friendly.
You can customize your help desk with CRM to fit your support process. Common features include:
\- User logins – so each support agent or manager can access their own dashboard
\- Ticket tracking – to log, assign, and update support requests
\- Contact and account management – to store details about each customer
\- Forms – for submitting new tickets or providing feedback
\- File sharing – so agents and customers can upload or download relevant documents
\- Search and filters – to quickly find tickets, contacts, or case notes
\- Tables, lists, and detail views – to display open cases, resolved tickets, or client histories
\- Comments or activity logs – to keep communication and updates in context
\- Charts and dashboards – to visualize support metrics, ticket status, or response times
\- Permissions and roles – so agents and managers only see what they need to
All these features can be set up with Softr’s drag-and-drop editor. As your support process changes, you can easily update your help desk without any coding.
No coding is required. You can build your help desk with CRM entirely using Softr’s visual editor. Everything from the layout to user roles can be customized without writing a single line of code.
Yes. You can manage multiple customers or internal teams in a single help desk with CRM. Each user only sees the tickets, conversations, and data assigned to them, based on their login and role. This is especially helpful for support teams that handle requests from different departments or external clients all in one place.
Softr supports a wide range of data sources for your help desk with CRM. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also integrate data from other platforms using the REST API.
You aren’t limited to just one data source. You can connect multiple systems to the same app and display them side by side—so your help desk can pull in support tickets from Airtable and customer records from HubSpot at the same time. Most sources support real-time, two-way sync, ensuring your data stays up to date everywhere.
Yes, Softr gives you full control over how users interact with your help desk and CRM. You can tailor the layout, navigation, and content to fit your team’s support workflow and branding. Each page or section can be shown or hidden based on the user’s role, ensuring every agent or customer sees only what’s relevant to them.
You can also set up different user roles, such as support agent, manager, or external customer, and define what each role can view or update. For example, customers will only see their own tickets, while agents can access and manage all support requests. You can also personalize views by filtering data based on the logged-in user.
This level of customization is ideal when managing multiple customer groups, teams, or projects in the same help desk with CRM. It keeps the experience organized, secure, and tailored to every user’s needs.
Yes, you can. You don’t need to have your support tickets or CRM records stored elsewhere before building your help desk with CRM on Softr. If you’re starting fresh, you can use Softr Databases, which is built into the platform and integrates smoothly with any app you create.
If you already track customer data or support requests in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. You can also bring in information from other sources using the REST API connector. Either way, you have full control over how your support and CRM data is structured and displayed in your workspace.
Yes, you can fully white-label your help desk with CRM in Softr. You can add your own logo, brand colors, fonts, and custom domain to make the platform feel like an integrated part of your organization. You also have the option to remove all Softr branding, so your support team and users only see your company’s identity throughout the help desk and CRM experience.
Absolutely. Softr gives you extensive control over the design and layout of your help desk with CRM. You can edit colors, fonts, spacing, and page structure to align with your brand’s look and feel. You can arrange each page, select which blocks appear where, and set what different types of users see when they log in.
To present your data, you can use various types of blocks depending on your needs:
\- Table blocks – to display structured data like ticket lists, customer records, or case tracking
\- List or Card blocks – for showcasing team members, common solutions, or customer accounts
\- Detail View – for viewing an individual ticket, customer profile, or case details
\- Forms – to collect support requests or feedback
\- Charts – to visualize support metrics or CRM insights
\- Calendar blocks – to display deadlines or follow-up dates
If you need to update content or design later, you can easily make changes directly in the visual builder.
Softr takes security seriously. All data for your help desk with CRM is encrypted during transfer (TLS) and at rest, and the platform is hosted on secure, reliable infrastructure. You have full control over who can access and update information in your help desk and CRM. You can use role-based permissions, manage users directly from your data source, set visibility rules, and apply global restrictions to protect sensitive information across your app.
If your help desk with CRM is connected to external data sources such as Airtable, Notion, or SQL, Softr doesn’t store your data—information is shown in real time based on your permissions. You always remain in control of your data and who can view or edit it.
Industry best practices for authentication, access control, and platform monitoring are followed to keep your information safe.
You can get started for free. Softr’s Free plan allows you to publish one app with up to 10 app users and 2 user groups, including support for all standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your help desk with CRM needs more users or advanced features, you can explore the paid plans: <http://softr.io/pricing>
Softr is designed to make building fully functional, user-facing apps—like help desks with CRM features and internal tools—simple, without needing to code or hire developers. What makes Softr special is how quickly you can move from an idea to a working app, and how seamlessly it connects with your existing data sources.
While some no-code platforms focus on mobile apps (like Glide) or are more developer-centric (like Retool), Softr is built for non-technical teams who want control over layout, user experience, and permissions. You can build on top of real-time data from Airtable, Google Sheets, Softr Databases, or SQL, creating secure, branded help desks or CRMs that your team and users can access.
Everything is customizable—from design to user roles. Built-in features like forms, conditional logic, and API support mean you don’t have to cobble together multiple solutions to create a polished help desk with CRM.
Yes. Softr offers a wide range of integrations so you can connect your help desk with CRM to the rest of your tech stack. You can sync with tools like Stripe for payments, integrate Intercom for chat, and automate processes using Zapier, Make, and N8N. Softr also supports REST API and webhooks for more complex workflows.
Whether you need to send data to another application, trigger automations based on support activity, or display information from other tools within your help desk or CRM, you can set it up in Softr without writing code.