Manage leads, track deals, and optimize sales processes with a customizable CRM tailored to your sales team's unique workflow.


Set up a CRM that matches your sales team’s workflow. Add only the views and features you need now, and adapt as your process 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 workflows.
Empower your sales team with tailored access, secure logins, and automated workflows. Set up permissions and user groups for efficient CRM management—no dev work needed.
Give sales reps, managers, and admins the right dashboards and access, so each role sees relevant data.
Give sales reps, managers, and admins the right dashboards and access, so each role sees relevant data.
Automate lead assignments, notifications, and deal updates using tools like Make, Zapier, or N8N.
Access and update your CRM anytime, anywhere. All apps are fully mobile-ready out of the box.
Enable Google, email, or SSO logins for fast, secure entry—no IT help required.
Protect your sales data with SOC2 and GDPR compliance and robust access control features.
Sales reps can ask AI about leads, deals, or contacts—get quick answers from live CRM data right inside your portal.
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.
Spin up a sales CRM in minutes with drag-and-drop blocks and ready-made templates.
Add pipelines, integrations, or reports as your sales process changes—no need to start over.
Start with a CRM, then add sales dashboards or lead forms—all in one place, no extra tools needed.
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.












A CRM for sales is a secure platform where your sales team can manage leads, track customer interactions, monitor deals, and store important contacts all in one place. It centralizes your sales workflow, so you don’t have to juggle between spreadsheets or scattered emails. This helps your sales team stay organized, follow up effectively, and close more deals efficiently.
Softr makes it easy to build a CRM for sales that fits how your team works. You can connect your sales data from tools like Airtable, Hubspot, Notion, monday.com, SQL, and more, and set up a CRM where your team can log in, track opportunities, manage pipelines, and log activities, all in one place.
No coding is needed. You can start with a template or build from scratch, customize the pipeline, decide who sees what, and brand it for your company. It’s quick to launch, easy to update as your sales process evolves, and flexible enough to scale with your team’s needs.
You can add a wide variety of features to your CRM for sales, depending on your team’s workflow. Some popular features include:
\- User logins – so each sales rep can access their own pipeline and leads
\- Custom dashboards – to track sales performance, KPIs, and deal stages
\- Forms – for lead capture, follow-up tasks, or updating deal details
\- File sharing – to store and share proposals, contracts, or collateral
\- Search and filters – to quickly find contacts, deals, or activities
\- Tables, lists, and detail views – to display opportunities, accounts, or communications
\- Comments or activity logs – to keep all sales interactions in one place
\- Charts – to visualize sales progress, targets, or forecasts
\- Calendar view – for managing follow-ups, demos, or meetings
\- Permissions and roles – so each rep or manager only sees what they need
Everything is built using Softr’s drag-and-drop blocks, so you can create and update these features without coding. If your sales process changes, it’s simple to adjust your CRM as needed.
No coding is required. You can build your CRM for sales entirely with Softr’s visual editor. Everything, from customizing the sales pipeline to setting user permissions, can be managed without writing a single line of code.
Yes. You can manage multiple sales pipelines or teams in a single crm for sales workspace. Each sales rep or manager only sees the leads, opportunities, and data assigned to them, based on their login and role. This is especially helpful for sales organizations handling several pipelines, territories, or teams within one platform.
Softr supports a wide range of data sources for your crm for sales. 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 using the REST API.
You’re not limited to just one. You can integrate multiple data sources into the same crm and display them side by side—so your sales dashboard, for example, can pull in information from both Airtable and HubSpot at once. Most sources support real-time, two-way sync, so any changes in your crm or data source stay in sync automatically.
Yes, Softr gives you full control over how your sales team experiences your crm for sales. You can customize the layout, navigation, and content to match your sales process and brand. Each page or block can be shown or hidden based on who’s logged in, so every rep or manager sees only 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 role can view or edit. For example, reps can access only their own pipeline, while managers can oversee multiple teams or pipelines. You can also create personalized dashboards by filtering sales data based on the logged-in user.
This level of customization is especially useful when you’re managing multiple pipelines, teams, or sales territories in the same crm. It helps keep the experience focused, secure, and tailored to each sales user.
Yes, you can. You don’t need to bring your sales data from somewhere else to start building your crm for sales with Softr. If you’re starting from scratch, you can use Softr Databases, which is built into the platform and integrates seamlessly with your crm setup.
However, if you already track your sales activities in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those too. You can also use the REST API connector to bring in sales data from other sources. Either way, you have full control over how your sales data is structured and displayed in your crm for sales.
Yes, you can fully white-label your CRM for sales in Softr. You can use your own logo, brand colors, fonts, and custom domain to make the CRM feel like a true extension of your sales team. All Softr branding can be removed, so your sales reps and team members only see your company’s identity throughout their experience.
Yes, you can. Softr gives you extensive flexibility to control both the design and layout of your CRM for sales. You can adjust colors, fonts, spacing, and page structure to align with your brand. You can choose how each dashboard and record page is set up, decide which blocks go where, and set what different users—like sales reps or managers—see when they log in.
To manage your sales data, you can add different block types for various needs:
\- Table blocks – to show leads, deal pipelines, or contact lists
\- List or Card blocks – to highlight accounts, contacts, or opportunities
\- Detail View – to show a specific deal, account, or interaction history
\- Forms – for logging new leads or updating records
\- Charts – to visualize sales performance or pipeline stages
\- Calendar blocks – to display follow-ups, meetings, or deadlines
If you need to update your layout or content later, it’s easy to make changes right in Softr’s visual builder.
Softr is built with security as a top priority. All data in your CRM for sales is encrypted both in transit (TLS) and at rest, and your app runs on secure, enterprise-level infrastructure. You have full control over who can access and modify each part of your CRM through role-based permissions, user management, visibility rules, and global restrictions, so sensitive sales information stays protected.
If your CRM for sales pulls in data from sources like Airtable, Notion, or SQL, Softr doesn’t store your sales data itself—it simply displays it in real time based on your access permissions. You always retain control over your data and user access.
Softr also complies with industry standards for authentication, access control, and monitoring to keep your CRM data safe.
You can get started for free. Softr’s Free plan lets you publish one CRM app with up to 10 users and 2 user groups, supporting all standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your CRM for sales needs to support more users or advanced features, you can choose from various paid plans that scale with your needs: <http://softr.io/pricing>
Softr is designed to make building robust, user-friendly apps—like CRMs for sales, client portals, or internal tools—quick and accessible for non-technical teams. What sets it apart is how fast you can launch a fully functional CRM and how easily you can connect to your existing sales data.
While some no-code tools focus on mobile apps or are more developer-centric, Softr empowers sales teams to control layout, user experience, and permissions without code. You can build your CRM directly on top of live data from Airtable, Google Sheets, Softr Databases, or SQL, and provide secure access for your sales team.
Everything is customizable visually—from the content your sales reps see to how you structure your pipeline. Features like user roles, forms, conditional logic, and API support come built-in, so you won’t need to piece together multiple tools just to launch your CRM.
Yes. Softr supports a variety of integrations so you can connect your CRM for sales to the rest of your stack. You can sync with tools like Stripe for payments, Intercom for customer chat, and automate sales tasks using Zapier, Make, or N8N. Softr also supports REST API and webhooks for advanced workflow automation.
Whether you want to trigger automations when a deal is closed, send updates to your marketing tools, or display information from other platforms, you can build these workflows into your CRM for sales—all without writing code.