Build a cross sell opportunity tracker in minutes
Identify and maximize sales opportunities with a custom tracker tailored to your business needs, all without requiring coding expertise.
Customize your cross sell tracker
Build a cross sell opportunity tracker that fits your team’s process. Add only the workflows you need today, and update them as things change.
Opportunity pipeline management
Account and contact linking
Product and service catalog
Follow-up tasks and reminders
Notes and activity logging
Progress tracking and reporting
Bring all your opportunity data together
Connect spreadsheets, CRMs, and sales tools with real-time sync—or manage everything in Softr Databases. Create a unified source for your cross-sell workflows.
Custom access for every sales team. Built-in security, no dev time.
Give your sales team tailored tools and permissions to manage cross-sell opportunities securely. Set up user groups and secure access—no IT required.
Advanced permissions
Assign team members to groups for specific products or regions, giving each group custom dashboards.
User groups
Assign team members to groups for specific products or regions, giving each group custom dashboards.
Automations
Connect with tools like Make, Zapier, or N8N to automate follow-ups and opportunity tracking tasks.
Works on any device
Sales reps can access and update the tracker from any device—perfect for teams in the field or remote.
Easy, secure logins
Let your team log in with Google, email, or SSO for secure, convenient access to sales pipelines.
Security
Keep opportunity and customer data safe with SOC2 and GDPR compliance, plus robust access controls.
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AI assistant for sales cross-sells
Sales teams can ask AI about cross-sell leads, status, or opportunities—answers appear instantly inside your CRM or 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 cross sell opportunity tracker CRM in minutes with drag-and-drop building blocks.
Consolidate your stack
Easily add lead stages, deal tracking, or custom integrations as your sales process evolves.
Flexible as you grow
Start with a CRM, then add dashboards, partner portals, or forms—all in one place.
Build a fully custom cross sell 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 cross sell opportunity tracker today