CRM Template from

It has never been easier to create your own custom webapp from scratch, thanks to the power of no-code tools. This new "templates" feature makes things even simpler, since we can create copies of databases and load preexisting webapp templates with just a few mouse clicks. Then, we can dive into those templates and make whatever changes we need in order to customize the user experience to our needs.

In this tutorial, I walk through the steps you can take to create your own Sales CRM from scratch in Softr, using their template. I break this down into three parts:

  1. Why you might need Softr to help you interact with your data
  2. How to install the template in Softr
  3. How to customize your webapp for your needs

If you haven't already signed up for Softr, you can explore their amazing software here.

Life is too short to fight with spreadsheets

Enter your info below to get my FREE Airtable Crash Course to discover how to use automations to get your time (and sanity) back.


50% Complete

You're almost there!

Get our FREE Airtable Crash Course delivered to your inbox!