CRM

Build your own mobile CRM, no code required

Manage customer relationships, track sales, and optimize workflows with a customizable CRM app tailored to your mobile needs.

Mobile CRM user interface displaying contact details, recent activity, and navigation menu on a smartphone screen.
mobile crm mobile ui
Loved by 800,000+ teams around the globe
Data Management

Bring all your customer interactions together

Connect spreadsheets, email platforms, and CRM systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your customer data.

Explore all data sources
Power

Give every user a custom, secure CRM experience.

Create a fully branded CRM portal with personalized dashboards for sales teams and clients. Set up secure logins and permissions in minutes.

Easy, secure logins

Your CRM portal is mobile-ready by default. Sales reps and managers can access contacts and updates from any device instantly.

Works on any device

Your CRM portal is mobile-ready by default. Sales reps and managers can access contacts and updates from any device instantly.

Automations

Connect your CRM to tools like Make, Zapier, or N8N to automate lead alerts, follow-ups, and record updates.

User groups

Set up separate logins and dashboards for sales reps, managers, and clients so everyone sees just the right CRM data.

Advanced permissions

Apply permission rules for different user groups. Control who views, edits, or adds CRM records at a granular level.

Security

Keep customer data protected from threats. Softr’s CRM portals are fully SOC2 and GDPR compliant.

AI Magic

An AI assistant for sales teams

Sales reps can ask AI for client details or deal updates—answers appear instantly, right inside your mobile CRM app.

Why Softr

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.

UI screenshot of Softr drag-and-drop dashboard setup for building mobile crm

Easy, fast setup

Launch your mobile CRM in minutes with drag-and-drop blocks and ready-made templates.

UI screenshot of Softr dashboard with resources, contacts, finances, and projects modules

Consolidate your stack

Add features like deal tracking or mobile alerts as your sales workflows change—no rebuild needed.

Integration logos showing Softr connected with Airtable, Notion, Google Sheets, HubSpot, SQL, Rest API, and more.

Flexible as you grow

Start with a mobile CRM, then add dashboards, team portals, or forms—all in one place, no extra tools.

“We’re not coders or developers, but Softr is so easy to use and learn — it lets us run with our ideas.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals
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“With Softr we’re able to experiment and innovate at the speed of conversation, which gives users a sense of control and ownership.”
Oliver Thomas
Maker Digital Systems Architect, MIT
Read customer story
“The biggest benefit we’ve found with Softr is how customizable and flexible it is. We’ve been able to create a platform that is adapted to our fairly complicated needs.”
Isobelle Ford
Founder & Director, Skylight Ventures
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“We’ve been able to create multiple client and employee portals with Softr and it works like magic. The integration with monday.com is seamless.”
Jesuena Estoque Reimer
Founder, Mindflows
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“Building our sustainability training app on Softr let us deliver an intuitive user experience to over 5,000 professionals in days without writing a single line of code.”
Guillaume Duvernay
Growth Lead, Plan A
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“I’ve dreamed of having a client portal for probably 10 years. I tried many different tools, got frustrated, and let it go. Then I played with Softr and immediately went “this is it!”
Rebecca Berneck
CEO, Officeheads
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How It Works

Build a fully custom mobile 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.

“Our submission process used to be on paper. Now clinics use our Softr customer portal and submit in a few clicks. It saves 3-4 hours a day of at least one employee’s time.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals

250+

veterinary clinics using the portal

600+

submissions processed per month
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Frequently asked questions

What is a mobile CRM?
What are the benefits of building a mobile CRM with Softr?
What types of features can I build into my mobile CRM?
Do I need to know how to code to build a mobile CRM in Softr?
Can I manage multiple clients or teams in the same mobile CRM?
Which data sources does Softr support?
Can I customize the user experience and permissions?
Can I use Softr if I don’t already have my data in another tool?
Can I white-label my mobile CRM in Softr, including using my own branding?
Can I customize the design and layout of my mobile CRM?
How secure is my data in Softr apps?
How much does it cost to build a mobile CRM with Softr?
How is Softr different from other no-code tools?
Can I automate workflows and integrate with other tools?

Related use cases

Build your mobile CRM in minutes

Set up your first CRM in under 30 minutes
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