Optimize sales processes, analyze data, and drive growth with a customizable AI-powered sales tool tailored to your business needs.


Create an AI sales tool that matches your sales process. Add only the features your team needs now, and update as your workflow evolves.
Connect spreadsheets, CRMs, and sales tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your sales process.
Empower sales reps and managers with the right CRM tools and access. Set up secure logins, user groups, and permissions—no IT support needed.
Tailor dashboard access for reps, managers, and admins so each role sees only relevant sales data.
Tailor dashboard access for reps, managers, and admins so each role sees only relevant sales data.
Connect with tools like Make, Zapier, or N8N to automate lead assignment, follow-ups, and deal tracking.
Access and update your CRM on the go. Softr apps are mobile-ready for your sales team.
Give your team fast, secure access to the CRM via Google, email, or SSO—no IT help needed.
Protect your sales data with SOC2 and GDPR compliance and fine-tuned access controls.
Sales teams can ask AI for lead info, deal status, or data insights—answers come instantly, right in your CRM app.
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.
Launch your AI sales CRM in minutes with drag-and-drop blocks and ready-made templates.
Add features like automated lead scoring or sales workflows as your team’s needs evolve—no rebuild needed.
Start with your sales CRM, then add dashboards, portals, or forms—all in one place, no extra tools.
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.
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.
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.












AI sales software is a digital platform that uses artificial intelligence to streamline and enhance your sales process. It provides your sales team with tools to automate lead management, track deal progress, analyze customer interactions, and generate insights to help close deals faster. By keeping all sales-related data and communication in one secure place, it helps your team stay organized, work more efficiently, and deliver a better experience for prospects and customers.
Softr makes it easy to build AI sales software that matches your team’s workflow. You can connect your existing data sources—like Airtable, HubSpot, Notion, monday.com, SQL, and more—and set up a centralized platform where your sales team can log in, track leads, view analytics, manage opportunities, and automate routine tasks all in one place.
You don’t need to code anything. Start with a template or build from scratch, customize the layout, set up user roles, and brand it to match your company. It’s quick to launch, easy to update, and flexible enough to adapt as your sales process evolves. Softr helps your sales operations stay organized and scalable.
You can build a wide range of features into your AI sales software, depending on your sales process. Some of the most popular options include:
\- User logins – so each sales rep can access their own leads and data
\- Custom dashboards – to display pipeline status, performance metrics, and sales targets
\- Forms – for capturing new leads, deal updates, or follow-up notes
\- File sharing – to upload and access sales collateral, contracts, or proposals securely
\- Search and filters – to quickly find leads, accounts, or deal details
\- Tables, lists, and detail views – to organize contacts, opportunities, or activity logs
\- Comments or status updates – for keeping track of next steps and internal collaboration
\- Charts – to visualize trends, sales activities, or deal forecasts
\- Calendar view – to schedule meetings, calls, or follow-up reminders
\- Permissions and roles – so team members only see what’s relevant to them
All of these are built using Softr’s drag-and-drop blocks, so you can set them up without writing code. If your sales process changes, it’s easy to update your software as needed.
No coding is required. You can build your AI sales software entirely using Softr’s visual editor. Everything from layout to team permissions can be customized without writing a single line of code.
Yes. You can manage multiple sales teams or accounts within a single ai sales software workspace. Each user will only see the leads, pipelines, and sales data assigned to them, based on their login and role. This is ideal if you’re running sales operations across several regions or handling multiple customer segments at once.
Softr supports a wide range of data sources for your ai sales software. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also bring in data from other sources through the REST API.
There’s no need to stick to just one—your ai sales software can integrate multiple data sources and display them together. For example, you can pull in lead data from Airtable while syncing deal stages from HubSpot. Most sources support real-time, two-way sync, so any updates in your sales software or source platform stay in sync automatically.
Yes, Softr gives you full flexibility over how users interact with your ai sales software. You can tailor the layout, navigation, and dashboards to fit your sales process and branding. Each page or block can be shown or hidden based on the user’s login, ensuring every sales rep or manager only sees what’s relevant to their role.
You can also set up different user roles, such as sales rep, manager, or admin, and define exactly what each can view or update. For instance, sales reps might only see their own leads, while managers have access to all pipelines. You can even create personalized dashboards by filtering data based on the logged-in user. This customization keeps your sales environment efficient, secure, and focused for each team member.
Yes, you can. You don’t need pre-existing sales data in another system to get started with your ai sales software on Softr. If you’re starting from scratch, you can use Softr Databases, which is built-in and integrates seamlessly with your ai sales workflows.
If you do already have data stored in platforms like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can easily connect those as well. There’s also a REST API connector to bring in data from other sources. No matter where you start, you have full control over how your sales data is structured and displayed in your software.
Yes, you can fully white-label your ai sales software built with Softr. You can use your own logo, brand colors, fonts, and custom domain so that your sales platform feels like a seamless part of your company. You can also remove all Softr branding, ensuring your team and users only see your organization’s identity throughout the platform experience.
Absolutely! Softr gives you full flexibility to control the design and layout of your ai sales software. You can easily adjust colors, fonts, spacing, and the overall page structure to match your brand guidelines. You can decide how each page is organized, choose which blocks go where, and determine what different users or sales reps see when they log in.
To visualize your sales data, you can use blocks like:
\- Table blocks – to display things like leads, opportunities, or deal pipelines
\- List or Card blocks – perfect for showcasing accounts, products, or contacts
\- Detail View – to drill into a single deal or customer profile
\- Forms – to collect new lead info or feedback
\- Charts – for real-time sales insights
\- Calendar blocks – to track meetings or follow-ups
If your needs change, it’s easy to update the design and content directly in Softr’s visual builder.
Softr is designed with security at its core. All your ai sales software data is encrypted both in transit (TLS) and at rest, and is hosted on secure, reliable infrastructure. You have full control over user permissions in your software, so you can set up role-based access for your sales team, managers, or external partners and define exactly what each user can view or edit.
If your app connects to external data sources like Airtable, Notion, or SQL, Softr doesn’t store your data—it only displays what’s available in real time based on your settings. You’re always in control of your sales data and its access.
Softr also follows industry best practices for authentication, access control, and platform monitoring to keep your sales information safe.
You can start building your ai sales software on Softr for free. The Free plan allows you to publish one app with up to 10 users and 2 user groups, and it supports standard data sources like Softr Databases, Airtable, Google Sheets, and more.
As your ai sales platform grows, you can upgrade to a paid plan for more users, advanced features, and additional customization options. For full details, check out Softr’s pricing page: <https://softr.io/pricing>
Softr is tailored to help you quickly build powerful, user-facing apps—like ai sales software, CRMs, and internal tools—without any coding or developer help. What makes it stand out is how easily you can launch a working sales platform and connect it to your existing sales data.
While some no-code tools are focused on mobile apps or require more technical know-how, Softr is built for non-technical teams who want control over layout, user experience, and permissions. You can connect your ai sales software to data in Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded apps for your team.
Everything is customizable through a visual builder, from sales dashboards to user access. With built-in features like user roles, forms, conditional logic, and API support, you can deliver a polished sales platform without stitching together multiple tools.
Yes! Softr offers a wide range of integrations so your ai sales software connects seamlessly with the rest of your sales stack. You can integrate with tools like Stripe for payment processing, Intercom for live chat, and automate workflows using Zapier, Make, and N8N. Softr also provides REST API and webhooks for even more advanced sales automations.
Whether you need to trigger sales notifications, sync data with your CRM, or connect with marketing tools, you can build it right into your sales software—no coding required.