Build your own notion crm, no code required
Manage leads, track sales, and organize contacts with a customizable CRM tailored to your business needs and processes.
Customize your CRM around your processes
Tailor your CRM to match your team’s workflows. Add only the views and features you need, and adapt your setup as your processes change.
Lead capture & intake
Pipeline management
Task & activity tracking
Contact database management
Team collaboration & permissions
Custom reporting & dashboards
Bring all your client data together in real time
Connect spreadsheets, CRMs, and project management tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your clients.
Custom access for every team. Built-in security, no dev time.
Empower your team to manage leads, contacts, and deals securely. Set up logins and permissions in minutes—no IT needed.
Advanced permissions
Give sales, support, and management teams tailored dashboards, so each role sees only relevant CRM data.
User groups
Give sales, support, and management teams tailored dashboards, so each role sees only relevant CRM data.
Automations
Connect your CRM to Make, Zapier, or N8N to automate lead assignments, notifications, and data syncing.
Works on any device
Access your CRM from desktop or mobile—track updates, log calls, or review pipelines anywhere.
Easy, secure logins
Enable secure logins for your team via Google, email, or SSO—no IT requests required.
Security
Keep customer data safe with SOC2 and GDPR compliance. Fine-tune access and permissions at every step.
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An AI assistant for your CRM
Let your sales team ask AI about leads or deals—get instant insights, built right inside your CRM to save time every day.
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 Notion CRM in minutes with drag-and-drop blocks and ready-made CRM templates.
Consolidate your stack
Easily add pipelines, custom fields, or integrations as your CRM needs change—no rebuild required.
Flexible as you grow
Start with your CRM, then add portals, dashboards, or intake forms—all in one place, no extra tools.
Build a fully custom 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 notion CRM in minutes