Build your own quickbooks crm, no code required
Manage customer relationships and streamline processes with a customizable CRM that integrates seamlessly with your QuickBooks workflow.
Customize your CRM around your processes
Set up a QuickBooks CRM that fits the way your team works. Add only the fields and views you need, and adapt as your workflows evolve—no code needed.
Lead capture and tracking
Customer profile management
Sales pipeline visualization
Invoice and payment linking
Task assignment and reminders
Activity logging and notes
Bring all your financial data together in real time
Connect spreadsheets, accounting software, and other systems with real-time sync—or manage everything in Softr Databases. Centralize your client and invoice data.
Give every user a custom, secure CRM experience.
Build a fully branded CRM portal where each user gets tailored access to deals, contacts, and financial data—set up in minutes.
Easy, secure logins
Your CRM portal works smoothly on any device. Teams can track leads or update records on desktop or mobile.
Works on any device
Your CRM portal works smoothly on any device. Teams can track leads or update records on desktop or mobile.
Automations
Connect with QuickBooks, Zapier, or Make to automate follow-ups, invoice syncs, and lead assignment.
User groups
Give sales, finance, and management custom dashboards—everyone sees only the info that’s relevant to their role.
Advanced permissions
Set rules for access to deals, contacts, or financial records. Adjust permissions per user group or record type.
Security
Keep your CRM data secure. Softr is fully compliant with SOC2 and GDPR for peace of mind.
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Give your CRM an AI assistant
Let teams ask AI for QuickBooks insights in-app—get instant answers, reports, or data without leaving your CRM portal.
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
Set up your QuickBooks CRM in minutes with drag-and-drop blocks and purpose-built templates.
Consolidate your stack
Easily update fields, automate follow-ups, or connect new data sources as your CRM needs change.
Flexible as you grow
Manage contacts, invoices, and financial data in one CRM—no switching between extra tools or tabs.
Build a fully custom QuickBooks 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 QuickBooks CRM in minutes