Qualify leads, prioritize opportunities, and enhance sales efficiency with a customizable tool tailored to your team's unique process.


Set up a lead qualification tool with just the views and steps your team needs. Add features as your process changes—no code required.
Connect spreadsheets, CRMs, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your leads.
Give your sales and marketing teams the perfect tools for qualifying leads. Set permissions, logins, and team access instantly—no IT needed.
Give different team members customized dashboards—so SDRs, managers, and marketers see just the lead info they need.
Give different team members customized dashboards—so SDRs, managers, and marketers see just the lead info they need.
Integrate with tools like Make, Zapier, or N8N to automate lead scoring, follow-ups, and CRM updates.
Update and review lead status in the field or at your desk. All CRM tools are mobile-ready by default.
Allow your team to access the CRM securely with Google, email, or SSO logins—no IT bottlenecks.
Protect your prospect data with SOC2 and GDPR compliance, plus granular access controls for every team role.
Sales reps get instant answers on leads, qualification, and status—AI works right inside your Softr CRM, saving valuable time.
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 lead qualification CRM in minutes with drag-and-drop blocks and ready-made templates.
Add new fields, scoring logic, or integrations to refine your lead qualification without starting over.
Manage lead capture, scoring, and follow-ups in one CRM—no need for extra tools or subscriptions.
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 lead qualification tool is an online platform where your sales or marketing team can manage, assess, and prioritize incoming leads. It centralizes the process of collecting information from prospects, scoring leads, and tracking their status—all in one secure place. This streamlines your workflow, reduces manual follow-up, and helps your team focus on leads most likely to convert.
Softr makes it simple to create a lead qualification tool tailored to your team’s process. You can connect your existing data from platforms like Airtable, Hubspot, Notion, monday.com, SQL, and more, and set up a portal where team members can log in, review new leads, update lead statuses, and collaborate seamlessly.
You don’t need to write any code. Start with a template or build from scratch, adjust layouts, set visibility rules, and brand the tool to match your organization. It’s quick to deploy, easy to modify, and flexible enough to scale as your lead volume or process changes. This brings everything together and keeps your qualification workflow running smoothly.
With Softr, you can add a wide range of features to your lead qualification tool, depending on your team’s needs. Some common examples include:
\- User logins – so each team member can securely access and manage leads
\- Custom dashboards – to display lead pipelines, qualification scores, or conversion rates
\- Forms – for capturing prospect information or intake details
\- File sharing – to upload or download supporting documents or notes
\- Search and filters – to quickly locate specific leads or segment them by status
\- Tables, lists, and detail views – to organize leads, track follow-ups, or review notes
\- Comments or status updates – to keep internal communication streamlined
\- Charts – for visualizing lead flow, source performance, or team metrics
\- Calendar view – to monitor follow-up schedules or key deadlines
\- Permissions and roles – so users only see or edit what they should
All these features are built using Softr’s drag-and-drop blocks, so you don’t need to code. Plus, you can easily update the tool if your lead qualification process evolves.
No coding is required. You can build your lead qualification tool entirely with Softr’s visual editor. Everything—from the design to user roles—can be customized without writing a single line of code.
Yes. You can manage multiple leads or qualification teams within a single lead qualification tool. Each user only sees the data and tasks assigned to them, based on their login and role. This is especially helpful if your organization needs to handle different sales reps, teams, or separate lead lists in one place.
Softr supports a wide range of data sources for your lead qualification tool. 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 leads or related data from other sources using the REST API.
You’re not limited to just one source. You can integrate multiple data sources into the same tool and display them together—so, for example, you could pull in lead data from both Airtable and HubSpot at once. Most sources offer real-time, two-way sync, so any updates to your leads stay consistent everywhere.
Yes, Softr gives you full control over how users interact with your lead qualification tool. You can tailor the layout, navigation, and content to fit your team’s workflow and branding. Each page or block can be shown or hidden depending on the user's role, so every team member only sees the leads and information relevant to them.
You can also define different user roles, such as sales rep, manager, or admin, and specify exactly what each role can view or edit. For instance, sales reps might see only their assigned leads, while managers can access all lead records. You can also create personalized dashboards using filters based on the logged-in user.
This level of customization is particularly useful for managing multiple qualification teams or workflows in the same app, ensuring a secure and streamlined experience for everyone.
Yes, you can. You don’t need to import data from another platform to start building your lead qualification tool with Softr. If you’re starting fresh, you can use Softr Databases, which is built right into the platform and integrates seamlessly with your application.
However, if you already track leads in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL databases, you can connect those as well. You can even use the REST API connector to bring in data from other sources. No matter your setup, you have full control over how your lead information is organized and displayed.
Yes, you can fully white-label your lead qualification tool in Softr. You can use your own logo, brand colors, fonts, and custom domain so the tool feels like a natural extension of your organization. You can also remove all Softr branding, making sure your team and stakeholders only see your company’s identity throughout the entire lead qualification experience.
Yes, you can. Softr gives you a lot of flexibility to control both the design and layout of your lead qualification tool. You can adjust colors, fonts, spacing, and page structure to match your brand. You can also choose how each page is laid out, decide which blocks go where, and set what different users see as they interact with the tool.
To display your data, you can add different types of blocks depending on what you need:
\- Table blocks – to show structured data like lead lists or qualification status
\- List or Card blocks – to highlight things like lead details or progress
\- Detail View – to show one lead or opportunity at a time
\- Forms – for collecting lead information
\- Charts – to display qualification metrics
\- Calendar blocks – to track follow-ups or qualification deadlines
If your requirements or design needs change later, it’s easy to go back and make updates right in the visual builder.
Softr is built with security in mind. All data is encrypted in transit (TLS) and at rest, and your lead qualification tool is hosted on secure, reliable infrastructure. Softr apps give you full control over who can see and do what in your tool. You can set up role-based permissions, manage users directly within your data source, set visibility rules, and apply global restrictions to protect sensitive lead information across your entire app.
For tools connected to external data sources like Airtable, Notion, or SQL, Softr doesn’t store your data—it just displays it in real time based on your access settings. You’re always in control of your 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 safe.
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, and includes support for all standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your lead qualification tool needs more users or features, you can explore Softr’s paid plans for additional capabilities: <https://softr.io/pricing>
Softr is built to make it easy to create fully functional, user-facing apps—like lead qualification tools, CRMs, and internal dashboards—without needing to write code or rely on developers. What sets it apart is how quickly you can move from idea to a working tool, and how smoothly it connects with your existing data sources.
Unlike some no-code platforms that focus on mobile apps (like Glide) or are more developer-oriented (like Retool), Softr is designed for non-technical teams who want full control over layout, user experience, and permissions. You can build directly on top of real-time data from Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded tools that your team can log into.
You can customize the tool visually—from content and design to user access. And because Softr includes features like user roles, forms, conditional logic, and API support out of the box, there’s no need to stitch together multiple products to launch a polished lead qualification experience.
Yes. Softr supports a wide range of integrations so you can connect your lead qualification tool to the rest of your stack. You can sync with tools like Stripe for payments, Intercom for chat, and automate tasks using Zapier, Make, and N8N. Softr also supports REST API and webhooks for more advanced workflows.
Whether you need to send lead data to another system, trigger automations based on qualification status, or display information from other platforms, you can build it all into your tool—no coding required.