Build small business document management software, no code required
Organize files, streamline workflows, and improve team collaboration with a custom document solution tailored to your small business needs.
Customize your document management tool
Choose just the features your team needs for organizing, sharing, and updating files. Adapt your setup anytime as your business grows or changes.
Document upload and storage
Permission-based access control
Document version tracking
Approval workflow management
Document search and filtering
Deadline and expiration reminders
Bring all your documents together in real time
Connect spreadsheets, cloud storage, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your documents.
Custom access for every team. Built-in security, no dev time.
Help your small business organize, share, and secure documents with tailored team access. Set up permissions and user groups without IT support or coding.
Advanced permissions
Let different team members access only the folders and dashboards relevant to their role.
User groups
Let different team members access only the folders and dashboards relevant to their role.
Automations
Connect with document tools like Make, Zapier, or N8N to automate file approvals or notifications.
Works on any device
Access, upload, or review business documents from any device. Everything is mobile-ready by default.
Easy, secure logins
Team members log in securely with Google, email, or SSO—no IT setup needed.
Security
Protect sensitive business documents with SOC2 and GDPR compliance and precise access controls.
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An AI assistant for your files
AI answers file questions and finds documents instantly, right inside your document management system—no extra tools needed.
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 document storage and sharing for your team in minutes with no coding required.
Consolidate your stack
Add folders, permissions, or approval workflows as your document needs change—no rebuild needed.
Flexible as you grow
Manage files, requests, and team access all in one place, without extra tools or logins.
Build a fully custom document management system 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 Document Management system today