Build your own client proposal tracker, no code required
Manage proposals, track client interactions, and streamline approvals with a customizable tool tailored to your business needs.
Customize your proposal tracker to your needs
Design a client proposal tracker that matches your workflow. Add or adjust features as your process evolves—no code or technical setup required.
Proposal submission tracking
Proposal status updates
Client communication log
Document management
Team assignment & collaboration
Deadline & follow-up reminders
Bring all your proposal data together in real time
Connect spreadsheets, CRMs, and project management tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your proposals.
Give every client a custom, secure experience.
Let clients track proposal status, view updates, and collaborate securely in a branded CRM portal. Set permissions and personalized access in minutes.
Easy, secure logins
Clients and team members can check proposals or send feedback from any device. The portal is mobile-ready by default.
Works on any device
Clients and team members can check proposals or send feedback from any device. The portal is mobile-ready by default.
Automations
Integrate with your existing tools to automate proposal reminders, status updates, and follow-ups.
User groups
Give clients, team members, and other stakeholders personalized dashboards—each sees just their relevant proposals.
Advanced permissions
Set rules to control who can view, edit, or approve proposals. Permissions are adjustable for different user groups.
Security
Keep proposal and client data secure. Softr is fully SOC2 and GDPR compliant to protect sensitive information.
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An AI teammate for sales teams
Sales can ask AI about proposal status, deadlines, or details—answers are instant, built right into your tracker app.
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
Build your client proposal tracker CRM in minutes with drag-and-drop blocks and templates.
Consolidate your stack
Add features like proposal approvals or reminders as your tracking needs change—no rebuild required.
Flexible as you grow
Manage client proposals, contacts, and follow-ups—all in one place, without extra tools.
Build a fully custom client proposal tracker 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 client proposal tracker today