Streamline sales processes, manage data, and improve efficiency with a custom ERP tailored to your sales team's unique requirements.


Set up your sales ERP with only the workflows and views your team needs. Add features as your sales process evolves—no coding required.
Connect spreadsheets, CRMs, and sales platforms with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your sales processes.
Give your sales team the right tools and secure access. Set up logins, user groups, and detailed permissions—no IT help or coding required.
Give sales managers, reps, and support staff the dashboards and tools they need for their role.
Give sales managers, reps, and support staff the dashboards and tools they need for their role.
Integrate with tools like Make, Zapier, or N8N to automate lead assignments and follow-up reminders.
Access and update your sales ERP from any device. Track leads or deals on the go with a mobile-ready app.
Let your sales team log in quickly and securely with Google, email, or SSO—no IT ticket required.
Keep sales data safe with SOC2 and GDPR compliance, plus detailed access controls for sensitive info.
Sales teams can ask AI about leads, deals, or customer data—instant answers, right inside your Softr-powered ERP system.
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 sales ERP in minutes using drag-and-drop blocks and purpose-built templates.
Add sales pipelines, reports, or automations as your team’s needs change—no rebuild required.
Manage leads, deals, and analytics in one place—no need for extra sales tools or logins.
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.












An ERP for sales is a centralized platform where your sales team can manage leads, track deals, monitor performance metrics, and access key sales resources. It streamlines the entire sales process by bringing together customer data, communication, and workflow tools, so your team can collaborate efficiently without relying on scattered spreadsheets or emails. This keeps everything organized and helps drive better results.
Softr makes it simple to build an ERP for sales tailored to how your sales organization operates. You can connect your existing data sources—like Airtable, HubSpot, Notion, monday.com, SQL, and more—and create a system where your sales team can log in, view pipelines, update deal stages, and share documents, all in one place.
No coding is needed. You can use a template or start from scratch, easily customize the layout, set access for different team members, and brand the platform to match your company. It’s quick to launch, easy to update as your sales process evolves, and flexible enough to accommodate your team’s needs as they grow.
You can include a wide variety of features in your ERP for sales, depending on your team's workflow. Common options include:
\- User logins – so each sales rep can access their own leads and deals
\- Custom dashboards – to display sales targets, current pipelines, or key performance indicators
\- Forms – for lead entry, qualification, or feedback collection
\- File sharing – your team can upload and download proposals, contracts, or presentations securely
\- Search and filters – to quickly find deals, contacts, or account details
\- Tables, lists, and detail views – to organize leads, opportunities, or activities
\- Comments or status updates – for keeping all communication about each deal in one place
\- Charts – to visualize sales performance, quotas, or conversion rates
\- Calendar view – for upcoming follow-ups, meetings, or important deadlines
\- Permissions and roles – so managers, reps, and support staff only see what’s relevant to them
All of these features are built using Softr’s drag-and-drop blocks, so you don’t need to write code. If your sales process changes, it’s easy to update your ERP to keep everything aligned.
No coding is required. You can build your ERP for sales entirely using Softr’s visual editor. Everything—from page layout to access permissions—can be set up and adjusted without writing a single line of code.
Yes. You can manage multiple sales teams or accounts within a single ERP for sales. Each user only sees the information and data relevant to them, based on their login and assigned role. This is especially helpful for sales organizations that handle different territories, teams, or large customer accounts all within one system.
Softr supports a wide range of data sources for your ERP 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 platforms using the REST API.
You’re not limited to a single data source. You can integrate several sources into the same ERP and view them side by side—so your sales dashboard, for example, can pull in data from both Airtable and HubSpot together. Most sources support real-time, two-way sync to keep your ERP and sales data up-to-date automatically.
Yes, Softr gives you complete control over how users interact with your ERP for sales. You can tailor the layout, navigation, and content to fit your brand and sales processes. Every page or section can be shown or hidden depending on who is logged in, so each sales rep or manager sees only what’s relevant to them.
You can define different user roles, such as sales rep, manager, or admin, and set specific permissions for each—controlling what they can view or edit. For example, individual sales reps might only see their own leads and opportunities, while managers can access all team data. You can also create custom views by filtering data based on the logged-in user.
This flexibility is especially valuable for organizations managing multiple sales teams, pipelines, or territories in the same ERP. It keeps the experience streamlined, secure, and personalized for every user.
Yes, you can. You aren’t required to import your sales data from another tool to get started with Softr’s ERP for sales. If you’re starting fresh, you can use Softr Databases, which is built into the platform and works seamlessly with your sales workflows.
If you already have sales data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. You can even use the REST API connector to integrate data from other sales solutions. Either way, you’re in control of how your sales data is structured and displayed in your ERP.
Yes, you can fully white-label your erp for sales in Softr. You can use your own logo, brand colors, fonts, and custom domain to make your sales platform feel like a natural extension of your organization. You can also remove all Softr branding, so your sales team and users only see your company’s identity throughout the experience.
Yes, you can. Softr gives you a lot of flexibility to control both the design and layout of your erp for sales. You can adjust colors, fonts, spacing, and page structure to match your company’s branding. You can also decide how each page is laid out, choose which blocks to display, and define what different user roles—like sales reps, managers, or admins—see when they log in.
To organize your sales data, you can add various types of blocks based on your needs:
\- Table blocks – to display structured data like leads, opportunities, or deal pipelines
\- List or Card blocks – to highlight accounts, contacts, or sales activities
\- Detail View – to show a single record, such as a specific deal or client profile
\- Forms – for adding new leads, updating sales stages, or capturing feedback
\- Charts – to visualize sales performance and KPIs
\- Calendar blocks – to manage meetings, follow-ups, or deadlines
If your workflows or design requirements change, it’s easy to update your erp for sales right in the visual builder.
Softr is built with security in mind. All data is encrypted in transit (TLS) and at rest, and your erp for sales is hosted on secure, reliable infrastructure. Softr apps give you granular control over user access, so you can set up role-based permissions for your sales team, manage users directly via your data source, set visibility rules, and apply global restrictions to protect sensitive sales data across your entire platform.
For erp for sales systems 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 maintain full control over your sales data and who can view or edit it.
Softr also follows industry best practices for authentication, access control, and platform monitoring to help keep your information secure.
You can get started for free. Softr’s Free plan lets you publish one erp for sales app with up to 10 users and 2 user groups, and includes support for all standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your erp for sales needs to support more users or advanced features, you can explore the paid plans here: <http://softr.io/pricing>
Softr is designed to make it easy to create fully functional, user-facing apps—like an erp for sales, CRM, or internal tools—without any coding required. What sets Softr apart is how quickly you can move from idea to a live erp for sales, and how seamlessly it connects with your existing data sources.
While some no-code tools focus on mobile apps or require technical expertise, Softr is built for non-technical teams that want comprehensive control over layout, user experience, and permissions. You can build your erp for sales on top of real-time data from Airtable, Google Sheets, Softr Databases, or SQL, and create a secure, branded platform that your sales team can log into.
Everything is customizable visually—from content and design to user access. Softr also includes user roles, forms, conditional logic, and API support out of the box, so you don’t need multiple tools to get your erp for sales up and running.
Yes. Softr supports a wide range of integrations, allowing you to connect your erp for sales to the rest of your tech stack. You can sync with tools like Stripe for payments, Intercom for communication, and automate sales tasks using Zapier, Make, and N8N. Softr also supports REST API and webhooks for more advanced sales automation.
Whether you need to send sales data to another system, trigger automations based on user actions (like updating a deal stage), or display information from other tools, you can build these automations into your erp for sales without any coding.