Capture leads, score prospects, and route requests in an AI-powered system built with AI to fit your team's unique sales workflow.




Customize your demo request form setup with the exact steps and views your team needs. Add features as processes evolve—no code needed.





Connect lead lists, CRM data, and tracking tools with real-time sync—or manage requests in Softr Databases. Create a single source of truth for your sales pipeline.
Give each teammate the right tools and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Give different sales members tailored access and dashboards for their specific territories, so each role sees just the leads they need.
Give different sales members tailored access and dashboards for their specific territories, so each role sees just the leads they need.
Streamline your response time with Softr Workflows. Trigger native notifications or lead routing whenever a new demo request form is submitted.
Review and respond to demo requests on the go. All intake forms and lead dashboards are mobile-ready out of the box.
Use Google, email, or SSO logins to give your sales team fast, secure access to lead data—no IT tickets needed.
Keep prospect data safe with SOC2 and GDPR compliance, plus fine-tuned access control to protect sensitive company and contact records.
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.

Build your demo request form in minutes with AI—no manual configuration or complex coding required.

Add features like lead scoring, routing, and meeting scheduling as your sales process grows—no rebuild needed.

Start with a demo request form, then add a sales CRM, lead dashboards, and internal trackers—all in one place.
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.




A demo request form is a secure digital touchpoint where potential leads can submit their contact details, company information, and specific product interests to schedule a live walkthrough. It centralizes your inbound lead generation in one place, eliminating the friction of manual email coordination and messy spreadsheets. This makes it easier for your sales team to stay organized and provide a professional first impression for your prospects.
Softr is the first AI-native platform for building business software. It makes it easy to build a demo request form that fits the way your sales funnel works. You can describe your needs to the AI Co-Builder to instantly generate your intake fields, submission logic, and lead storage—already connected and secure.
You don't need to code anything. You can start by generating with AI, using a template, or building from scratch. Everything runs on Softr Databases, the native, relational database built into the platform, or you can connect external tools like Airtable, Google Sheets, HubSpot, and more. You have full control to adjust the layout visually, decide which team members see which leads, and brand it to match your website. It's quick to get up and running, simple to update, and flexible enough to scale as your lead volume grows.
You can include a wide range of features in your demo request form, depending on what your lead qualification process looks like. A great demo request app usually mixes classic intake fields with AI-powered intelligence:
- AI-Powered Intelligence – Use Ask AI to let sales reps query lead data conversationally, or set up Database AI Agents to automatically research the prospect's company before the call.
- Vibe Coding Blocks – Build custom UI elements—like an interactive ROI calculator—using the AI Code block to 'vibe code' exactly what you need.
- Softr Workflows – Build native automations (like an instant Slack notification to the assigned account executive) that trigger whenever a new demo is requested.
- User Portals & Logins – Securely manage internal access so sales reps only see their assigned leads or specific regional views.
- Forms & Data Collection – Capture details with conditional logic that shows different questions based on the prospect's company size or industry.
- Dashboards & Charts – Visualize your conversion rates and demo volume with real-time charts and summaries.
- Lists & Advanced Filtering – Display and manage leads with searchable tables, kanban boards for pipeline stages, and detailed profile views.
Everything is built using Softr's drag-and-drop blocks, so you can create these features without writing code. Need something more custom? Use the Vibe Coding block to generate a tailored booking component with AI.
Vibe coding is all about moving fast and using AI to build exactly what you need. You can 'vibe code' a demo request form in Softr by simply describing your lead qualification requirements to the AI Co-Builder. Softr then generates a production-ready application on top of a stable, secure foundation.
Unlike other tools that just generate raw, fragile code for a simple form, Softr handles the 'boring 80%'—like lead routing logic, database security, and user authentication for your sales team—natively. This means you get the speed of vibe coding without the 'Day Two' headaches of managing a broken script. You describe the fields and workflow you want, Softr builds it, and it’s ready to start capturing prospects instantly.
Yes. You can manage multiple sales territories or product teams in a single lead management portal. Each sales representative only sees the prospect data and form submissions assigned to them, based on their login and territory role. This is useful for scaling organizations that need to protect lead ownership and keep the CRM view clean for each stakeholder.
Yes, you can. You don't need an existing CRM to start building your demo request form with Softr. If you're starting from scratch, you can use Softr Databases, which is built into the platform and captures every submission perfectly within the same environment.
But if you already have sales data in tools like Airtable, Google Sheets, HubSpot, Notion, or a SQL database, you can connect those too. You can also use the REST API connector to push leads into your existing stack. Either way, you have full control over how your prospect data is structured and displayed to your sales team.
Softr Databases is the recommended native, relational data source for your demo requests. It is built explicitly for business apps, offering the highest performance for high-traffic forms, instant automation triggers for follow-ups, and a lightning-fast experience because the lead data is native to the platform.
If you prefer to store leads elsewhere, Softr also connects to 17+ external data sources. You can connect to HubSpot for CRM syncing, Airtable for project management, or BigQuery for sales analytics. You can even integrate multiple sources—syncing new requests to Softr Databases while checking HubSpot for existing contact records simultaneously. Most sources support real-time, two-way sync to keep your pipeline accurate.
Yes, Softr gives you full control over how prospects and employees experience your demo request system. You can customize the form layout and follow-up pages to match your brand style. Internally, each page or lead list can be shown or hidden based on which salesperson is logged in, so your team only sees the tasks relevant to them.
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 only edit status for their own leads, while managers can see an aggregated view of all requests. You can also create personalized dashboards by filtering data based on the logged-in user to help reps hit their quotas.
Yes, you can fully white-label your demo request form and the internal lead management portal in Softr. You can use your own logo, brand colors, custom typography, and a custom domain (e.g., demo.yourcompany.com) to make the submission experience feel like a seamless part of your website. You can also remove all Softr branding, ensuring prospects see only your company's professional identity.
Yes, you can. Softr gives you extensive flexibility to control the design of your lead intake flow. You can adjust colors, button styles, and multi-step layouts to optimize for conversion. You can also choose how the internal data is displayed, deciding which blocks go where for your sales team's daily workflow.
To manage your demo data, you can use various blocks:
- Table blocks – to view a structured list of all incoming lead requests and their status.
- List or Card blocks – to highlight high-priority prospects with company logos.
- Detail View – to see a 360-degree view of a single prospect's submission.
- Forms – with conditional logic to qualify leads as they type.
- Charts – to track lead source performance or monthly volume.
- Calendar blocks – to view scheduled demo dates and sales appointments.
It is easy to modify these layouts in the visual builder as your sales process evolves.
Softr is built with security as a priority. All prospect data is encrypted in transit (TLS) and at rest, and your forms are hosted on secure, enterprise-grade infrastructure. You have full control over who can access lead information. You can set up role-based permissions, manage sales users directly, and apply visibility rules to ensure sensitive contact data is only seen by authorized personnel.
For forms using Softr Databases, your lead data is stored in a secure environment hosted in Germany with SOC 2 Type II compliance. For apps connected to CRM tools like HubSpot or Airtable, Softr displays the data in real-time without storing it locally. You are always in control of your prospect's privacy and data access settings.
It is fully production-ready. Unlike many AI tools that just 'vibe code'—creating fragile forms that break easily or lack proper data validation—Softr builds your demo request app on top of a stable, business-grade foundation.
We handle the 'boring 80%' (including secure data submission, lead routing, and granular internal permissions) natively, so you don't have to. This solves the reliability problem: you get an instant form that is secure, scalable, and ready to capture your most important business leads from day one without any technical debt.
Softr is the first AI-native platform for building business software, going far beyond a simple form builder. While traditional tools only collect data, Softr's AI Co-Builder creates a complete application including the database, the public lead form, and the internal sales portal in minutes.
What sets it apart is the hybrid advantage: you can use AI to generate your sales database and logic, then use visual controls to fine-tune the lead qualification steps. You get the speed of AI with the reliability of business-grade infrastructure like user authentication and role-based access already built-in. It's designed for marketing and sales teams who want to launch a professional intake system today.
Yes. Softr supports powerful native workflows and a wide range of integrations so you can connect your demo request form to your entire marketing stack. You can automate tasks using Softr Workflows, such as triggering an internal email when a lead is qualified, or sync data with tools like Stripe for paid consultations or Intercom for live chat. Softr also supports REST API and webhooks for advanced automation.
Whether you need to push lead data into Salesforce, trigger a Zoom invite, or display marketing metrics from other tools, you can build it into your lead management system without writing any code.
Describe what you need. Softr's AI builds your lead intake system in under 30 minutes.