Build your own CRM for field sales, no code required
Manage leads, track activities, and optimize sales with a customizable CRM tailored to your field sales team's unique workflow.
Customize your CRM around your processes
Build a CRM tailored to your field sales team. Add only the views and features you use today—and adjust your setup as your team’s workflow evolves.
Lead capture and management
Sales pipeline tracking
Route and visit planning
Activity logging and notes
Task and follow-up reminders
Document and quote sharing
Unify your field sales data in real time
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 team.
Custom access for every field sales rep. Built-in security.
Give your field sales team and managers quick access to leads, deals, and updates on the go. Configure logins, roles, and permissions easily—no code needed.
Works on any device
Connect with your sales tools to automate meeting reminders, lead follow-ups, and status updates.
Automations
Connect with your sales tools to automate meeting reminders, lead follow-ups, and status updates.
User groups
Assign roles for reps, managers, or support—each sees only the accounts, leads, and reports they need.
Advanced permissions
Control who can view, edit, or assign leads—permissions fine-tuned for every sales role.
Security
Keep sales data secure and compliant. Softr is SOC2 and GDPR ready for your peace of mind.
Conditional forms
Capture visit details, lead info, or deal notes with forms tailored to every sales interaction.
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An AI assistant for field sales
Field teams can ask AI for lead updates, insights, or schedules—answers appear instantly, right inside your CRM portal.
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 field sales CRM in minutes with drag-and-drop blocks and ready-made templates.
Consolidate your stack
Add new sales workflows, pipelines, or integrations as your team or territory expands.
Flexible as you grow
Start with your CRM, then add reporting, lead forms, or dashboards—all in one platform.
Build a fully custom CRM for field sales 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 CRM for field sales in minutes