CRM Template

Track leads, manage pipelines, and centralize customer communication.

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Overview

This free template helps you build a custom CRM on top of your existing data, so you can ditch scattered spreadsheets and keep your team aligned across the entire sales process.

It comes with a sample database to show you exactly how to organize your leads, deals, and tasks — but it also works with any Softr-supported data source, including Airtable, Google Sheets, Notion, HubSpot, monday.com, and more.

Why use this sales CRM template

Centralize your pipeline in one place: Track leads, deals, and tasks in a visual dashboard your team can actually use.
Customize the CRM to fit your workflow: Edit fields, views, and permissions based on your team’s process — no devs required.
Skip the bloat (and the cost): Start with only the features you need and expand as your sales process evolves.

Template features:

Role-based access
Provide separate logins and permission levels for admins and account managers.
Account and contact management
Consolidate lead and customer information in one spot, so it's accurate and accessible.
Sales pipeline tracking
Track opportunities and deals in a Kanban, and add new deals as they come in. Add status labels to track the progress of deals through your sales funnel.
Notes and interactions
Keep detailed records of calls, meetings, and follow-ups so your team stays aligned.
Search & filtering
Easily find customer and deal information through advanced search functionality.
Reporting & dashboards
Create dashboards based on real-time data to monitor sales performance and customer engagement. You can even embed dashboards & reports from other tools into your CRM for a one-stop view.
Works on any device
Allow users to access the platform from any device with a fully responsive design, or turn your app into a downloadable mobile app with Softr's PWA feature.

Who is this sales CRM template for?

This template is ideal for sales teams and client-facing teams who need a simple, flexible system to track opportunities and manage communication — especially if you're not ready to commit to expensive or complex CRM software.

Startups & SMBs: Replace messy spreadsheets with a structured, scalable CRM you can update as you grow.
Freelancers & solo consultants: Stay on top of leads, interactions, and tasks without drowning in tools.
Agencies & service-based businesses: Organize sales activity and handoffs across team members or departments.
Internal teams (recruiting, partnerships, etc.): Use the template to track internal “sales-like” workflows like hiring pipelines, investors, partners, or other outreach.

“What we love most about Softr is the instantaneous, customizable power a no-code platform allows.”

David Malbin

Founder, Integral Ed

How to set up your CRM template

1
Click Use template: Sign up or log in to your Softr account (it’s free, no credit card required!)
2
Connect and map your data: Connect to any of 14+ data sources (like Airtable, Google Sheets, HubSpot, Notion, and more) in just a few clicks. Map your data to replace mock content in pre-set fields and pages.
3
Customize logic and branding: Adjust layouts with drag-and-drop. Set user groups and permissions to control access, then style everything to match your brand.
4
Go live in minutes: Your CRM is ready! Publish and share the URL with your clients to start collaborating.

Frequently asked questions

Why do I need a CRM?
A CRM (Customer Relationship Management) system helps you stay organized as your customer base grows. Instead of juggling spreadsheets, sticky notes, and scattered emails, a CRM gives you a central place to track leads, manage relationships, and stay on top of follow-ups—so nothing slips through the cracks.
Whether you're a solo operator or managing a team, a CRM helps you deliver a more consistent, professional experience at every stage of the customer journey. And it doesn't just work for sales! You can also use CRMs to track partners, investors, volunteers, and more.
Do I need experience building CRMs to use this?
Not at all. Just click “Use Template” to duplicate the app into your Softr account. It includes sample data and guided setup instructions to help you launch quickly.
Can I customize the CRM to match my sales process?
Yes — you can edit fields, views, filters, and page layouts. Add new stages, tags, or workflows as your needs evolve.
Can I integrate with other tools (like Slack or email)?
Absolutely. You can use Zapier, Make, or Softr’s built-in integrations to automate workflows across your stack.
Is this mobile-friendly?
Yes, your CRM app will look and work great on desktop, tablet, and mobile.