Build your own white label CRM, no code required
Manage customer relationships and streamline operations with a customizable CRM tailored to your business's unique needs and branding.
Build exactly what your clients need
Create a custom CRM that fits your clients’ workflows. Add or remove features at any time, and adapt as your business or team evolves—no code needed.
Lead capture and tracking
Contact and company management
Pipeline and deal management
Task and follow-up reminders
Custom reporting and analytics
User permissions and branding
Bring all your client data together in real time
Connect spreadsheets, CRMs, and marketing tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your clients.
Give every client a custom, branded CRM experience.
Offer clients a personalized CRM portal with secure logins and tailored dashboards. Manage access and permissions for every client—no coding required.
Easy, secure logins
Your CRM portal is mobile-ready. Allow clients and teams to track leads or activities from anywhere, anytime.
Works on any device
Your CRM portal is mobile-ready. Allow clients and teams to track leads or activities from anywhere, anytime.
Automations
Connect with tools like Make, Zapier, or N8N to automate lead capture, notifications, or data syncing.
User groups
Set up dashboards for different client groups or team members—each sees only their CRM data and tools.
Advanced permissions
Control access to pipelines, contacts, or deals by user group or client. Easily adjust permissions as needs change.
Security
Safeguard client information with SOC2 and GDPR compliance. Robust permissions ensure CRM data stays secure.
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An AI teammate for your sales CRM
Let sales teams ask AI for deal info, updates, or insights—answers appear instantly inside your white label CRM platform.
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
Launch your white label CRM in minutes using drag-and-drop blocks and customizable templates.
Consolidate your stack
Add custom branding, new modules, or integrations as your client needs change—no rebuild needed.
Flexible as you grow
Manage your CRM, client portals, and forms together—no extra tools or seats required.
Build a fully custom CRM 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 custom CRM today