Manage leads and deals in an AI-powered white label CRM built with AI that you customize to fit your brand and client workflows.


Customize your white label CRM setup with the exact steps and views your team needs. Add features as processes evolve—no code needed.




Connect spreadsheets, CRMs, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Give each user the right views and access in a fully branded portal. Set up secure logins, user groups, and permissions in minutes.
Softr apps are mobile-ready by default. Turn your white label CRM into a downloadable app in one click via a PWA—no extra design needed.
Softr apps are mobile-ready by default. Turn your white label CRM into a downloadable app in one click via a PWA—no extra design needed.
Build native automations with Softr Workflows to handle notifications, status updates, and lead enrichment whenever CRM records are changed.
Provide separate logins for agents and clients, and create personalized dashboards for each user to track their specific deals.
Apply rules for different teams. Customize who sees which lead and which actions they can take at even the most granular level.
Protect sensitive contact information from security threats. Softr is fully compliant with SOC2 and GDPR regulations.
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.

Build your white label CRM in minutes with AI—no manual setup or complex configurations required.

Add features like custom branded portals, deal insights, or automated alerts as your agency grows.

Start with a CRM, then add client portals, dashboards, or internal tools—all under your own branding.
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.
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.




A white label CRM is a secure business application where your team or clients can log in to manage sales pipelines, contacts, and deal activity under your own brand. It centralizes all lead communication and customer data in one portal, eliminating the need for fragmented spreadsheets or endless email threads. This professional environment ensures your sales process stays organized while providing a cohesive experience for stakeholders.
Softr is the first AI-native platform for building business software, making it the ideal choice for creating a white label CRM that matches your unique sales workflow. You can describe your specific sales stages and lead tracking needs to the AI Co-Builder to instantly generate your database, pipeline pages, and logic—all fully connected and secure.
You don't need to code to create a professional-grade system. You can start with AI, use a pre-built template, or build from scratch. Everything runs on Softr Databases, or you can sync with external tools like Airtable, Google Sheets, and HubSpot. You have full control to visually adjust layouts, set granular visibility for sales reps, and apply your custom branding to every screen.
You can integrate a variety of features to streamline your sales operations. A powerful white label CRM typically combines core management blocks with AI-driven functionality:
- AI-Powered Intelligence – Use Ask AI to let account managers query lead history conversationally, or set up Database AI Agents to automatically research company profiles or summarize meeting notes.
- Vibe Coding Blocks – Create custom UI components, such as a lead scoring calculator or a custom sales commission tracker, using the AI Code block to "vibe code" exactly what your team requires.
- Softr Workflows – Set up native automations, such as an automatic follow-up notification or syncing data to a marketing tool whenever a deal moves to a new stage.
- Team Portals & Logins – Securely manage access so regional managers see different data than junior sales associates.
- Lead Capture Forms – Build custom intake forms with file uploads for contracts and conditional logic to qualify leads.
- Sales Dashboards – Visualize monthly recurring revenue (MRR) and pipeline velocity with real-time charts.
- Kanban & List Views – Manage your deals using searchable tables or drag-and-drop kanban boards to visualize the sales funnel.
Everything is built using Softr's visual blocks, meaning you can iterate without technical debt. If your sales process evolves, updating the app is simple.
Vibe coding allows you to move at high speed by using AI to build a white label CRM that fits your exact specifications. You simply describe your record-keeping requirements and pipeline stages to the AI Co-Builder, and Softr generates a production-ready application on top of a secure, enterprise-grade foundation.
While other tools might output raw, unmanaged code, Softr handles the heavy lifting—like secure user authentication, database architecture, and role-based access—natively. This provides the speed of vibe coding without the maintenance burden. You describe your sales workflow, Softr builds it, and your team can start closing deals immediately.
Yes. You can manage multiple sales teams or departments within a single white label CRM. By using role-based permissions, you can ensure that each user only accesses the accounts or leads assigned to them. This is perfect for organizations with segmented sales territories or agencies managing lead generation for several different clients simultaneously.
Absolutely. You do not need an existing database to start your white label CRM. If you are starting fresh, you can use Softr Databases, which is built directly into the platform and optimized for business applications.
If you happen to have lead lists in Airtable, Google Sheets, HubSpot, Notion, or SQL databases, you can connect those as well. You also have access to a REST API connector for more complex data sources. Regardless of the source, you maintain complete control over how your sales data is structured and displayed.
Softr Databases is the recommended relational data source for your white label CRM, offering high performance and instant automation triggers directly within the platform.
For teams with existing stacks, Softr connects to 17+ external sources including Airtable, Google Sheets, HubSpot, SmartSuite, and BigQuery. You can even combine data, pulling contact info from HubSpot and project data from Softr Databases into one unified view. Most sources support two-way sync, ensuring your records stay updated in real time across all platforms.
Yes, Softr provides deep control over the sales representative's experience. You can customize the dashboard layout and navigation to match your internal workflow. Every block can be restricted so that sales reps only see their own assigned leads, while managers can view high-level performance metrics for the entire company.
You can define specific roles—such as Sales Agent, Manager, or Admin—and control exactly who has permission to edit deal amounts or delete records. This ensures your CRM remains secure and clutter-free, providing a tailored experience for every member of your organization.
Yes, you can fully white-label your software in Softr. You can apply your own logo, brand colors, typography, and host the app on a custom domain. By removing all Softr branding, the CRM will appear to be a proprietary tool developed by your company, reinforcing your brand identity with every login.
Yes, the visual builder gives you complete flexibility over the design of your white label CRM. You can adjust the interface to match your corporate identity and choose specific blocks to represent your data effectively:
- Kanban blocks – for tracking deals through various sales stages.
- Table blocks – to review large lists of contacts or transaction histories.
- Detail View – to dive deep into a single customer’s profile and interaction history.
- Form blocks – for quick lead entry or updating discovery call notes.
- Chart blocks – to track sales targets and conversion rates.
- Calendar blocks – to manage follow-up dates and demo appointments.
All design changes are made via a drag-and-drop interface, making it easy to polish the UI as your sales team's needs change.
Security is built into every white label CRM created with Softr. All data is encrypted using TLS in transit and at rest, and apps are hosted on reliable infrastructure. You have granular control over data visibility via role-based permissions, allowing you to hide sensitive financial information from specific users.
For apps using Softr Databases, storage is SOC 2 Type II compliant and based in Germany. If you utilize external sources like SQL or Airtable, Softr simply displays that data in real time without storing it on our servers. You always retain ownership and control over your customer information.
It is a fully production-ready solution. While basic AI tools might generate "vibe code" that is difficult to scale or secure, Softr builds your white label CRM on a battle-tested foundation.
We provide the essential infrastructure—authentication, secure hosting, and complex permissions—natively. This eliminates the technical debt often associated with AI-generated software. Your CRM is scalable and secure enough to handle your company's actual sales data and daily operations from day one.
Softr is the first AI-native platform specifically for business software. Unlike traditional no-code tools that can be difficult to learn, or pure AI code generators that produce hard-to-maintain files, Softr's AI Co-Builder produces professional apps on a managed foundation.
This hybrid approach means you can use AI to build the core of your white label CRM in minutes, then use our visual editor for fine-tuning. You gain the speed of AI with the reliability of built-in business features like secure user roles and dedicated database hosting, making it the fastest way for non-technical teams to deploy custom software.
Yes. Softr includes powerful native workflows to ensure your white label CRM is a central part of your tech stack. You can automate internal tasks or connect with third-party tools like Stripe for payment processing or Intercom for customer support. With REST API and webhook support, you can build advanced automation paths that trigger whenever a new lead is added or a deal status changes, all without writing a single line of code.
Describe what you need. Softr's AI builds your white label CRM in minutes without code.