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


Set up your mobile CRM with just the views and features your team relies on. Adjust and evolve your setup at any time—no code required.
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.
Create a fully branded CRM portal with personalized dashboards for sales teams and clients. Set up secure logins and permissions in minutes.
Your CRM portal is mobile-ready by default. Sales reps and managers can access contacts and updates from any device instantly.
Your CRM portal is mobile-ready by default. Sales reps and managers can access contacts and updates from any device instantly.
Connect your CRM to tools like Make, Zapier, or N8N to automate lead alerts, follow-ups, and record updates.
Set up separate logins and dashboards for sales reps, managers, and clients so everyone sees just the right CRM data.
Apply permission rules for different user groups. Control who views, edits, or adds CRM records at a granular level.
Keep customer data protected from threats. Softr’s CRM portals are fully SOC2 and GDPR compliant.
Sales reps can ask AI for client details or deal updates—answers appear instantly, right inside your mobile 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 mobile CRM in minutes with drag-and-drop blocks and ready-made templates.
Add features like deal tracking or mobile alerts as your sales workflows change—no rebuild needed.
Start with a mobile CRM, then add dashboards, team portals, or forms—all in one place, no extra tools.
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 mobile CRM is an application that lets your team manage customer relationships and sales activities directly from their mobile devices. With a mobile CRM, your team can access contacts, leads, deals, and communication history on the go. This helps your sales and support teams stay organized, track interactions, and update records anytime, anywhere, making it easier to deliver a seamless experience to your customers and colleagues.
Softr makes it simple to build a mobile CRM that fits the way your sales and support teams work. You can connect your existing customer data—whether it’s in Airtable, HubSpot, Notion, monday.com, SQL, or other tools—and create a central hub where your team can log in, update contacts, manage deals, and view activity, all from their phones or tablets.
No coding is needed to get started. You can use templates or customize from scratch, adjust the interface to match your workflow, set up permissions for different roles, and brand the app to fit your company. It’s quick to launch, easy to maintain, and flexible enough to grow as your business and processes evolve.
You can build a wide range of features into your mobile CRM, depending on your team’s workflow. Some popular features include:
\- User logins – so each team member can access their own accounts and assigned clients
\- Custom dashboards – to show sales pipelines, recent activities, or performance metrics
\- Forms – for logging calls, updating client details, or submitting follow-ups
\- File sharing – for uploading and accessing important documents on the go
\- Search and filters – to quickly find contacts, leads, or opportunities
\- Tables, lists, and detail views – to organize contacts, deals, and notes
\- Comments or status updates – to keep team communication in one place
\- Charts – to visualize sales targets, conversion rates, or performance trends
\- Calendar view – for meetings, follow-ups, or key sales activities
\- Permissions and roles – so each team member only sees relevant information
All these features are built using Softr’s drag-and-drop blocks, so you can create and adjust your mobile CRM without any coding. And if your requirements change, it’s easy to update your mobile CRM anytime.
No coding is required. You can build your mobile CRM entirely using Softr’s visual editor. Everything from the layout to user permissions can be customized without writing a single line of code.
Yes. You can manage multiple clients or teams within a single mobile CRM. Each user only sees the contacts, accounts, and activities assigned to them, based on their login and role. This is especially helpful for sales teams, account managers, or anyone handling multiple relationships in one place.
Softr supports a range of popular data sources for your mobile 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 import data from other systems using the REST API.
You’re not limited to just one source. You can combine multiple data sources in your mobile CRM and view them together—for example, syncing contact data from Airtable and sales activity from HubSpot. Most sources support real-time, two-way sync, so updates in your CRM or your data source stay matched automatically.
Yes, Softr gives you full control over how users interact with your mobile CRM. You can adjust the layout, navigation, and visible fields to match your team’s workflow and branding. Each page or section can be shown or hidden based on who is logged in, so each user only sees the information relevant to them.
You can set up different user roles, such as sales rep, manager, or admin, and define exactly what each role can view or edit. For example, team members can see just their assigned leads, while managers might have access to all pipelines. You can also create personalized views by filtering data for each logged-in user.
This customization is especially useful if you’re managing multiple teams or sales pipelines within the same mobile CRM. It keeps the experience organized, secure, and tailored to each role.
Yes, you can. You don’t need to move data from somewhere else to start building your mobile CRM with Softr. If you’re starting fresh, you can use Softr Databases, which is built right into the platform and integrates seamlessly with your CRM setup.
If you already track your contacts or sales data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. You can even bring in data from other sources using the REST API connector. Either way, you have full control over how your CRM data is organized and displayed.
Yes, you can fully white-label your mobile CRM in Softr. You can use your own logo, brand colors, fonts, and custom domain to make the CRM feel like a seamless part of your company’s identity. You can also remove all Softr branding, so your team and users only see your organization’s look and feel throughout the mobile CRM experience.
Absolutely! Softr gives you plenty of flexibility to control both the design and structure of your mobile CRM. You can adjust colors, fonts, spacing, and page layouts to fit your brand and workflow. You decide how each screen is organized, pick which blocks go where, and set what different users see depending on their roles.
To display your CRM data, you can choose from various blocks:
\- Table blocks – for things like contact lists, sales pipelines, or deal tracking
\- List or Card blocks – to highlight accounts, opportunities, or activities
\- Detail View – to show individual records, such as contact profiles or deal details
\- Forms – to collect new leads or update records
\- Charts – to visualize sales progress or performance
\- Calendar blocks – to manage meetings, tasks, or follow-ups
If you need to make changes to your CRM’s content or layout, you can easily update it anytime in the visual builder.
Softr is built with security at its core. All data in your mobile CRM is encrypted both in transit (TLS) and at rest, and the platform uses secure, reliable infrastructure. You have full control over who can access and edit information in your CRM, with role-based permissions, user management, and visibility rules to protect sensitive sales and client data.
If your CRM connects to data sources like Airtable, Notion, or SQL, Softr does not store your data—it simply displays it based on your permission settings. You always control who can see or change your CRM data.
Softr also follows industry best practices for authentication, access management, and platform monitoring to keep your CRM 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, and includes support for standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your mobile CRM needs to support more users or advanced features, you can explore Softr’s paid plans for additional capacity and capabilities.
Softr is designed to make it incredibly easy to build fully functional, user-facing apps—like mobile CRMs, client portals, and internal tools—without needing to code or hire developers. It stands out for how quickly you can launch a working CRM and how seamlessly it connects with your existing data sources.
While some no-code platforms focus on mobile apps (like Glide) or are geared towards technical users (like Retool), Softr is built for non-technical teams who want full control over layout, user experience, and permissions. You can work with real-time data from Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded mobile CRMs that your sales team or staff can log into.
You can visually customize everything, from page content to user roles and permissions. With built-in features like forms, conditional logic, and API support, you don’t need to juggle multiple tools to deliver a polished CRM app.
Yes! Softr supports a wide range of integrations so you can connect your mobile CRM to the rest of your business tools. You can sync with platforms like Stripe for payments, Intercom for chat, and automate repetitive tasks using Zapier, Make, or N8N. Softr also supports REST API and webhooks for creating custom workflows.
Whether you want to trigger automations from CRM activities, send data to other systems, or display real-time info from outside tools, you can set it up in your mobile CRM without writing any code.