Build your own home services CRM, no code required
Manage customer relationships, schedule appointments, and streamline operations with a customizable CRM tailored for home services.
Customize your CRM around your processes
Set up a CRM tailored to your home services workflow. Add just the views and features you need, and adjust as your business grows—no code needed.
Lead intake and management
Quote creation and approval
Job scheduling and calendar
Team member assignments
Invoice and payment tracking
Customer communications log
Bring all your service data together in real time
Connect spreadsheets, scheduling tools, and customer management systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your services.
Custom access for every role. Built-in security, no dev time.
Let home service pros, managers, and clients log in to a secure, branded CRM. Set permissions and personalized access for each role in just minutes.
Works on any device
Integrate with Make, Zapier, or N8N to automate client reminders, job updates, and follow-ups with ease.
Automations
Integrate with Make, Zapier, or N8N to automate client reminders, job updates, and follow-ups with ease.
User groups
Assign roles for technicians, admins, and clients—each gets access to only the information and tools they need.
Advanced permissions
Set rules for who can view, update, or assign jobs and client data—down to the field level.
Security
Keep client and job details secure. Softr meets SOC2 and GDPR compliance to protect your data.
Conditional forms
Collect service requests, feedback, or job details with dynamic forms tailored to each workflow.
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An AI assistant for your CRM
Let sales and field teams ask AI for client info, job updates, or schedules—answers appear instantly, right inside your CRM.
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 home services CRM in minutes with drag-and-drop blocks and industry-specific templates.
Consolidate your stack
Add features like job scheduling, reminders, or team views as your home services business expands.
Flexible as you grow
Start with your CRM, then add client portals, work order forms, or dashboards—all in one place.
Build a fully custom home services CRM 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
Build your home services CRM in minutes