Manage properties, track leads, and close deals with a customizable CRM tailored to fit your real estate business workflow.


Set up a real estate CRM with the exact views, workflows, and steps your team needs. Add features as you go, and adapt as your business grows.
Connect spreadsheets, CRMs, and listing services with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your real estate business.
Create a fully branded real estate CRM with personalized dashboards and access. Agents and clients get real-time info and secure logins—no dev work needed.
Your real estate CRM is mobile-ready. Agents and clients can track listings or deals anytime, anywhere.
Your real estate CRM is mobile-ready. Agents and clients can track listings or deals anytime, anywhere.
Connect with your real estate tools to automate updates, reminders, and lead tracking for less manual work.
Create separate logins for agents, clients, or admins, each with a personalized dashboard for their needs.
Define who can view, edit, or manage listings and contacts. Tailor actions and data access for every role.
Keep real estate and client information safe. Softr is fully compliant with SOC2 and GDPR regulations.
Agents can ask AI about leads, listings, or contacts and get instant insights—all built right into your CRM workspace.
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 real estate CRM in minutes with drag-and-drop blocks and ready-made templates.
Add features like deal tracking, property management, or client follow-ups as your needs change.
Start with your CRM, then add client portals or task dashboards—all in one place, no extra tools needed.
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 real estate CRM is a centralized platform designed for real estate professionals to manage leads, clients, property listings, communications, and transactions. It streamlines your daily tasks—like following up with buyers, tracking property status, and storing key documents—so your team can stay organized and ensure every client receives the attention they need.
Softr makes it simple to build a real estate CRM tailored to your agency or team's workflow. You can connect your existing data sources, like property listings in Airtable or contacts from HubSpot, giving you a unified system to manage leads, track deals, and monitor client interactions—all in one place.
You don’t need to code anything. Start with a template or create your CRM from scratch, customize the layout, set up user roles for agents and admins, and brand it to match your company. It’s fast to launch, easy to update, and flexible enough to grow with your business as your needs evolve.
You can add a wide variety of features to your real estate CRM, depending on your workflow and team needs. Common features include:
\- Lead and contact management – to track buyers, sellers, and other prospects
\- Custom dashboards – for monitoring sales pipeline, property status, and agent performance
\- Forms – for capturing new leads or collecting property details
\- File sharing – to store contracts, listing photos, and other key documents
\- Search and filters – to quickly find properties or clients
\- Tables, lists, and detail views – for organizing listings, appointments, or transaction updates
\- Notes and status updates – to keep all communication with clients and team members in one place
\- Charts – to visualize sales metrics, lead sources, or inventory trends
\- Calendar view – for scheduling showings, open houses, and follow-ups
\- Permissions and roles – so only agents or admins can access certain information
All of these features are built using Softr’s drag-and-drop tools, so you can tailor your CRM as your business grows or your process changes.
No coding knowledge is needed. You can build your real estate CRM entirely with Softr’s visual editor. Everything from customizing the interface to setting up user permissions can be done without writing a single line of code.
Yes. You can manage multiple buyers, sellers, and real estate teams in a single real estate CRM. Each user—whether that's an agent, broker, or client—only sees the properties, leads, and deals assigned to them, based on their login and role. This is especially helpful for real estate agencies or brokerages managing several agents and client portfolios in one place.
Softr supports a wide range of data sources for managing your real estate 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 bring in property, contact, or transaction data from other sources using the REST API.
You’re not limited to just one. You can integrate multiple data sources into the same CRM and display them side by side—so your real estate CRM, for example, can pull in listings from Airtable and client details from HubSpot at once. Most sources support real-time, two-way sync, so any changes in your CRM or connected data sources stay up to date automatically.
Yes, Softr gives you full control over how agents, brokers, and clients experience your real estate CRM. You can customize the layout, navigation, and content to match your agency’s branding and workflow. Each page or section can be shown or hidden based on who’s logged in, so every user sees only the listings or data relevant to their role.
You can also set up different user roles, such as agent, admin, or client—and define exactly what each role can view or edit. For instance, clients can see only their own property transactions, while agents can manage all their leads. You can also create personalized views by filtering data based on the logged-in user.
This level of customization is especially useful when you’re managing multiple agents, teams, or portfolios in the same CRM. It keeps the experience streamlined, secure, and tailored for each user.
Yes, you can. You don’t need to have existing property or client data stored elsewhere to start building your real estate CRM with Softr. If you’re starting from scratch, you can use Softr Databases, which is built into the platform and integrates perfectly with any real estate CRM you create.
But if you already track listings, contacts, or deals in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those too. You can also use the REST API connector to bring in property or contact data from other sources. Either way, you have full control over how your real estate data is organized and displayed in your CRM.
Yes, you can fully white-label your real estate CRM in Softr. You can use your own logo, brand colors, fonts, and custom domain to make the CRM feel like a natural extension of your real estate business. You can also remove all Softr branding, so your agents, brokers, and clients only see your company’s identity throughout the experience.
Absolutely. Softr gives you plenty of flexibility to customize both the design and layout of your real estate CRM. You can adjust colors, fonts, spacing, and how each page is structured to match your brokerage or agency’s brand. Decide where your property listings, lead pipelines, or contact profiles appear, and control what different user roles (like agents, admins, or team leads) see when they log in.
To organize your CRM data, you can add various block types:
\- Table blocks for managing property inventories, leads, or transactions
\- List or Card blocks for showcasing agent profiles, client records, or property highlights
\- Detail Views for in-depth property or client information
\- Forms for capturing new inquiries or feedback
\- Charts to visualize sales, leads, or agent performance
\- Calendar blocks to track showings, closings, or appointments
If you need to update your CRM’s look or content later on, it’s easy to make changes directly in the visual builder.
Softr is designed with security as a top priority. All your real estate CRM data is encrypted both in transit (TLS) and at rest, and your CRM is hosted on highly secure, reliable infrastructure. Softr allows you to set up role-based permissions, control who can access sensitive property or client data, manage users directly from your data source, and configure visibility rules or global restrictions across your CRM.
If your CRM is connected to external data sources like Airtable, Notion, or SQL, Softr never stores your data—it simply displays it in real time based on your access settings. You stay in full control of your information and who can view or modify it.
Softr also adheres to industry best practices for authentication, access control, and platform monitoring, so your brokerage or agency’s data remains protected at all times.
You can start building your real estate CRM for free. Softr’s Free plan lets you publish one app with up to 10 users and 2 user groups, supporting main data sources like Softr Databases, Airtable, Google Sheets, and more.
If your real estate CRM needs more users or advanced features, you can explore the paid plans here: <http://softr.io/pricing>
Softr is built to help you create robust, user-facing apps—like real estate CRMs, client portals, and internal tools—without writing a single line of code or hiring developers. Its main strength is how quickly you can turn your real estate processes into a working CRM, and how seamlessly it connects with your existing data sources.
While some no-code platforms focus on mobile apps or are more developer-centric, Softr is designed for real estate teams and admins who want control over layout, user experience, and permission settings. You can build on top of real-time data from tools like Airtable, Google Sheets, Softr Databases, or SQL, and offer secure, branded access to agents, admins, or clients.
Everything can be tailored visually—from workflows and property data to who sees what. Plus, built-in features like user roles, forms, conditional logic, and API support mean you don’t need multiple tools to get a polished CRM up and running.
Yes, Softr supports a wide range of integrations so you can connect your real estate CRM to the rest of your business tools. You can sync with platforms like Stripe for payments, Intercom for chat, and automate processes using Zapier, Make, and N8N. Softr also supports REST API and webhooks for even more advanced automations.
Whether you need to send data to your MLS, trigger follow-ups when a lead inquires about a property, or pull in information from other tools, you can build these workflows directly into your CRM—no coding required.