Manage customer relationships, track interactions, and streamline processes with a customizable CRM tailored to your business needs.


Set up a CRM with just the views and tools your team uses. Adjust your setup anytime as your customer relationships and processes evolve—no code required.
Connect spreadsheets, CRMs, and other systems with real-time sync—or manage everything in Softr Databases. Centralize all client, lead, and interaction data.
Manage contacts, deals, and notes with the right access for every team member. Set up secure logins, groups, and permissions—no IT needed.
Give sales reps, managers, or support staff personalized dashboards, so each role gets just the CRM features they need.
Give sales reps, managers, or support staff personalized dashboards, so each role gets just the CRM features they need.
Connect with Make, Zapier, or N8N to automate lead assignment, follow-ups, and reminders—saving time every day.
Access and update your CRM on desktop or mobile. Every app is optimized for productivity on the go.
Let your team log in with Google, email, or SSO for quick, secure CRM access without IT headaches.
Keep your contacts and deal data safe with SOC2 and GDPR compliance, plus advanced access controls.
Let your sales team ask AI for lead details or pipeline insights—answers are instant, right inside your CRM, powered by Softr.
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.
Set up your simple CRM in minutes with drag-and-drop blocks and ready-made templates.
Add pipelines, tasks, or integrations as your CRM needs change—no starting over required.
Begin with your CRM, then add contacts, forms, or dashboards 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 simple CRM is a user-friendly platform where you and your team can manage customer relationships, track interactions, organize contacts, and store important notes all in one place. It helps you keep everything organized, so you don’t have to juggle spreadsheets or scattered emails. This makes following up with prospects and clients much easier, letting you focus on building strong customer relationships.
Softr makes it straightforward to build a simple CRM tailored to how your team works. You can connect your existing data sources, such as Airtable, Notion, Hubspot, monday.com, SQL, and more, and set up a CRM where your team can log in, view contacts, update records, and manage communications, all in one centralized place.
You don’t need to write any code. Start with a template or build from scratch, customize the layout, control who can see or edit information, and add your company’s branding. It’s fast to set up, easy to update, and flexible enough to scale as your team grows. It just helps everyone stay on the same page and work more efficiently.
You can add a variety of features to your simple CRM, depending on what your workflow looks like. Some of the most common options include:
\- User logins – so each team member can access their own dashboard
\- Custom dashboards – to show recent activity, deal status, or assigned tasks
\- Forms – for adding new leads, recording interactions, or entering notes
\- File sharing – to attach and manage related documents
\- Search and filters – to quickly find contacts or deals
\- Tables, lists, and detail views – to organize customer data, tasks, or call histories
\- Comments or updates – to track conversations and next steps
\- Charts – to visualize sales pipelines or team performance
\- Calendar view – for tracking follow-ups, meetings, or important dates
\- Permissions and roles – so different team members can access only what they need
Everything is built using Softr’s drag-and-drop interface, so you don’t need to code. And if your process changes, it’s easy to modify your CRM later.
No coding is required. You can build your simple CRM entirely with Softr’s visual builder. Everything from structure to user permissions can be customized without needing to write a single line of code.
Yes. You can manage multiple contacts or accounts in a single simple crm. Each user only sees the records and information assigned to them, based on their login and role. This is helpful for teams or individuals who need to keep track of several relationships and interactions in one place.
Softr supports a wide range of data sources. You can connect your simple crm 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 data from other sources using the REST API.
You’re not limited to just one. You can integrate multiple data sources into the same simple crm and display them side by side—so, for example, your contact and sales data can come from both Airtable and HubSpot at once. Most sources support real-time, two-way sync, so any changes in your crm or data source stay in sync automatically.
Yes, Softr gives you full control over how users experience your simple crm. You can customize the layout, navigation, and content to match your workflow and branding. Each page or block can be shown or hidden based on who’s logged in, so each user only sees the information relevant to them.
You can also set up different user roles, such as sales rep, manager, or admin—and define exactly what each role can view or edit. For example, sales reps can see only their assigned leads and contacts, while managers can access all records. You can also create personalized dashboards by filtering data based on the logged-in user.
This level of customization is especially useful when you’re managing multiple accounts or teams in the same simple crm. It helps keep the experience clear, secure, and tailored to each user.
Yes, you can. You don’t need to import your data from another system to start building your simple crm with Softr. If you’re starting fresh, you can use Softr Databases, which is built into the platform and integrates perfectly with any simple crm you create.
But if you already have data 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 data from other sources. Either way, you have full control over how your data is structured and displayed in your simple crm.
Yes, you can fully white-label your simple 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 organization. You can also remove all Softr branding, so users interacting with your CRM only see your company’s identity throughout the experience.
Yes, you can. Softr gives you a lot of flexibility to control both the design and layout of your simple CRM. You can adjust colors, fonts, spacing, and page structure to match your brand. You also choose how each page is laid out, decide which blocks go where, and set what different users see when they log in.
To display your CRM data, you can add different types of blocks depending on what you need:
\- Table blocks – to show structured data like contacts, deals, or activities
\- List or Card blocks – to highlight things like customer profiles or tasks
\- Detail View – to show one record at a time, like a contact dashboard
\- Forms – for adding or updating CRM records
\- Charts – to show sales insights
\- Calendar blocks – to display follow-up dates or meetings
If your content or design needs change later, it’s easy to go back and make updates right in the visual builder.
Softr is built with security in mind. All data is encrypted in transit (TLS) and at rest, and your apps are hosted on secure, reliable infrastructure. Softr apps also give you full control over who can see and do what in your simple CRM. You can set up role-based permissions, manage users directly within your data source, set visibility rules, and apply global restrictions to protect sensitive CRM data across your entire app.
For apps connected to external data sources like Airtable, Notion, or SQL, Softr doesn’t store your data—it just displays it in real time based on your access settings. You’re always in control of your data and who can view or edit it.
Softr also follows industry best practices for authentication, access control, and platform monitoring to help keep your information safe.
You can get started for free. Softr’s Free plan lets you publish one app with up to 10 app users and 2 user groups, and includes support for all standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your CRM needs more users or features, here’s how the paid plans stack up: <http://softr.io/pricing>
Softr is built to make it easy to create fully functional, user-facing apps—like simple CRMs, client portals, and internal tools—without needing to write code or rely on developers. What sets it apart is how quickly you can go from idea to a working CRM, and how well it connects with your existing data.
Unlike some no-code tools that focus on mobile apps (like Glide) or are more dev-oriented (like Retool), Softr is designed for non-technical teams who want full control over layout, user experience, and permissions. You can build on top of real-time data from tools like Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded CRMs that your team can log into.
You can customize everything visually—from content and design to who sees what. And because Softr includes things like user roles, forms, conditional logic, and API support out of the box, you don’t need to patch together multiple tools to launch something polished.
Yes. Softr supports a wide range of integrations so you can connect your simple CRM to the rest of your stack. You can sync with tools like Stripe for payments, Intercom for chat, and automate tasks using Zapier, Make, and N8N. Softr also supports REST API and webhooks for more advanced workflows.
Whether you need to send CRM data to another system, trigger automations based on user actions, or display information from other tools, you can build it into your CRM, without writing code.