Monitor progress, streamline updates, and enhance visibility with a customizable tracker tailored to your sales team's workflow.


Build a tracker that fits your sales workflow. Add only the views and features your team needs, and update your process as you grow—no code required.
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 deals.
Empower your sales team with secure, tailored access to deal pipelines and status updates. Set permissions and dashboards for each role—no IT help required.
Give sales reps, managers, and admins customized dashboards to track their deals and activities.
Give sales reps, managers, and admins customized dashboards to track their deals and activities.
Integrate with tools like Make, Zapier, or N8N to automate follow-ups, reminders, or deal status changes.
Access and update deal statuses on the go. The CRM is mobile-ready by default for your team.
Allow the team to log in securely with Google, email, or SSO—no IT ticket required.
Protect deal and client information with SOC2 and GDPR compliance, plus detailed access controls.
Sales teams can ask AI about deal status, next steps, or contacts—answers are instant, right inside your CRM 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.
Launch your deal status tracker CRM in minutes with drag-and-drop blocks and templates.
Add features like stage updates, reminders, or reports as your deal pipeline grows.
Track deals, manage contacts, and add dashboards—all in one CRM, 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 deal status tracker is a secure portal where your team members or stakeholders can log in to view the progress of various deals—such as sales opportunities, partnerships, or negotiations. It centralizes updates, key documents, stages, and timelines for each deal, so you no longer need to rely on scattered spreadsheets or endless email threads. This helps everyone stay organized and ensures you always have a clear view of where each deal stands.
Softr makes it simple to create a deal status tracker tailored to your team’s workflow. You can connect your existing data sources—like Airtable, Notion, or SQL—and build a portal where stakeholders can log in, see deal statuses, update progress, and access deal-related files all in one place.
You don’t have to write any code. Start with a template or build from scratch, set up the layout, configure permissions, and match the tracker to your company’s branding. It’s fast to launch, easy to maintain, and flexible enough to adapt as your deal process evolves.
Your deal status tracker can include a wide range of features, depending on your team’s needs. Common options include:
\- User logins – so each team member or stakeholder can view deals relevant to them
\- Custom dashboards – to display deal pipelines, stages, or performance metrics
\- Forms – for adding new deals, updating status, or submitting internal notes
\- File sharing – for uploading and downloading deal documents securely
\- Search and filters – to quickly find deals by owner, status, or close date
\- Tables, lists, and detail views – for displaying deal information, tasks, or updates
\- Comments or status updates – to keep communications centralized
\- Charts – to visualize deal flow, win rates, or timelines
\- Calendar view – to track deadlines, meetings, or important dates
\- Permissions and roles – so users only see or edit what they're allowed to
All these features can be built with Softr’s drag-and-drop blocks, and if your workflow changes, it’s easy to update your tracker anytime.
No coding is required. You can build your deal status tracker entirely using Softr’s visual editor. From layout to permissions, everything can be customized without writing a single line of code.
Yes. You can manage multiple clients or teams in a single deal status tracker. Each user only sees the deal updates and information assigned to them, based on their login and role. This is especially helpful for sales teams, brokers, or anyone tracking the progress of deals across multiple stakeholders.
Softr supports a wide range of data sources for your deal status tracker. 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 use the REST API to bring in deal data from other tools. You’re not limited to only one source—your deal tracker, for example, can show updates from both Airtable and HubSpot side by side. Most sources support real-time, two-way sync, so your tracker always stays up to date.
Yes, Softr gives you full control over how users experience your deal status tracker. You can tailor the layout, navigation, and content to fit your team’s workflow and branding. Each page or section can be shown or hidden based on who’s logged in, so every user only sees deals relevant to them. You can also set up different user roles—like sales rep, manager, or admin—and specify what each role can view or edit. For example, team members might only see their own deals, while managers have access to all deal records. You can even filter data based on the logged-in user, making the tracker personalized and secure for everyone involved.
Yes, you can. You don’t need to bring your deal data from another system to start building your deal status tracker with Softr. If you’re starting from scratch, you can use Softr Databases, which is built into the platform and integrates smoothly with your deal tracker. If you already use tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. You can also use the REST API connector to import data from other sources. No matter where your data starts, you have full control over how it’s organized and displayed in your tracker.
Yes, you can fully white-label your deal status tracker in Softr. You can use your own logo, brand colors, fonts, and custom domain to ensure the tracker feels like a seamless part of your organization. You can also remove all Softr branding, so your users only see your company’s identity throughout the experience.
Yes, you can. Softr offers extensive flexibility to adjust both the design and layout of your deal status tracker. You can change colors, fonts, spacing, and the overall page structure to match your internal processes. You can also decide how each page is laid out, choose which blocks go where, and set what different users see when they log in.
To present your deal data, you can use different types of blocks based on your needs:
\- Table blocks – to display structured data like deal pipelines, statuses, or deal owners
\- List or Card blocks – to highlight items such as individual deal summaries or deal contacts
\- Detail View – to show information for one deal at a time, like a deal progress dashboard
\- Forms – for internal updates or collecting deal notes
\- Charts – to visualize trends and deal metrics
\- Calendar blocks – to highlight key deal milestones or deadlines
If your workflow or design needs change, it’s easy to update your tracker directly in the visual builder.
Softr is built with security as a top priority. All data—including your deal records and status updates—is encrypted in transit (TLS) and at rest, and your apps are hosted on secure, reliable infrastructure. Softr apps give you full control over who can see and edit information in your deal status tracker. You can set up role-based permissions, manage users through your data source, implement visibility rules, and apply restrictions to protect sensitive deal data across your entire tracker.
For trackers connected to external data sources like Airtable, Notion, or SQL, Softr doesn’t store your data—it simply displays it in real time based on your access settings. You always control your data and who can view or modify it.
Softr follows industry best practices for authentication, access control, and platform monitoring to keep your information secure.
You can get started for free. Softr’s Free plan lets you publish one app with up to 10 app users and 2 user groups, including standard data sources like Softr Databases, Airtable, and Google Sheets.
If your deal status tracker needs more users or advanced features, you can review the paid plan options to see what fits your needs: <http://softr.io/pricing>
Softr is designed to make it simple to create fully functional, user-facing apps—like deal status trackers, CRMs, and other internal tools—without needing to code or depend on developers. What stands out is how quickly you can build a solution, and how easily it connects with your real-time deal data.
Unlike other no-code platforms that focus on mobile apps or developer-centric interfaces, Softr is built for teams who want full control over layout, user permissions, and the overall experience. You can work with live data from Airtable, Google Sheets, Softr Databases, or SQL, and build a secure, branded tracker that your team members or stakeholders can access.
Everything is customizable visually—from content and design to user access. Because Softr includes key features like user roles, conditional logic, forms, and API support, you won’t need to piece together multiple tools to get a polished, functional deal status tracker.
Yes. Softr provides a variety of integrations so you can connect your deal status tracker to the rest of your workflow. You can automate tasks using tools like Zapier, Make, and N8N, and connect with other systems through REST API and webhooks for advanced automations.
Whether you want to send deal updates to another platform, trigger notifications based on status changes, or display information from other systems, you can easily build these automations into your tracker without writing code.