Build small business document management software
Organize files and automate approvals in an AI-powered system built with AI that you customize to fit your small business workflow.
Tailor your document software to your needs
Choose just the file management features your workflow requires. Customize your setup now, and evolve it later as your business needs grow.
Secure file uploads
Role-based access control
AI document search
Document approval workflows
Automated status tracking
Client document portal
Bring all your files together in real time
Connect Google Drive, Airtable, and other systems with real-time sync—or manage files in Softr Databases. Create a single source of truth for your business documents.
Give every user a custom, secure experience.
Give each team member or client the right views and file access. Set up secure logins, user groups, and granular permissions—no IT support needed.
Easy, secure logins
Your document management tool is mobile-ready by default. Access, upload, and approve files on the go using a downloadable PWA with no extra design needed.
Works on any device
Your document management tool is mobile-ready by default. Access, upload, and approve files on the go using a downloadable PWA with no extra design needed.
Automations
Build native automations with Softr Workflows to handle approval notifications and status updates automatically whenever document records are changed.
User groups
Provide separate logins for different departments or clients, and create personalized document dashboards for each group's specific files.
Advanced permissions
Apply rules for different roles. Customize who can view, upload, or approve documents at even the most granular level to ensure data privacy.
Security
Protect your company's intellectual property and client information. Softr is fully compliant with SOC2 and GDPR regulations.
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 small business document management software in minutes with AI—no manual configuration needed.
Consolidate your stack
Add features like automated status tracking, file approvals, or client portals as your team grows—no code needed.
Flexible as you grow
Start with document management, then add staff directories, dashboards, or internal tools—all in one place.
Generate a custom document manager with AI in minutes
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
The go-to platform for business operations
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Build your document management software today
Describe what you need. Softr's AI builds your custom document system in minutes. Get started for free.