Manage leads, track stages, and close more business in an AI-powered pipeline deals CRM built with AI you customize to fit your workflow.


Customize your pipeline deals CRM setup with the exact steps and views your team needs. Add features as processes evolve—no code ever needed.





Connect spreadsheets, CRMs, and project trackers with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
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, so account executives and managers see just the deals and metrics that matter to them.
Give different sales members tailored access and dashboards, so account executives and managers see just the deals and metrics that matter to them.
Streamline your sales process with Softr Workflows. Trigger native notifications based on deal status changes or new lead intake to keep momentum high.
Access and update your pipeline deals CRM on the go. All apps are mobile-ready out of the box, so you never miss a deal update.
Use Google, email, or SSO logins to give your team fast, secure access to your CRM records—no IT tickets needed.
Keep internal deal data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your sales stack.
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 pipeline deals CRM in minutes with AI—no manual setup or complex configuration needed.

Add features like revenue forecasting, lead intake, or automated deal insights as your sales process evolves.

Start with a CRM, then add partner portals, dashboards, or forms—all in one place with no extra tools.
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 pipeline deals CRM is a secure space where your sales team can log in to manage leads, track opportunities, and monitor deal stages in real time. It keeps all prospect communication and sales files in one place, so you don't have to rely on fragmented emails or messy spreadsheets. This makes it easier for sales managers to forecast revenue and provide a more streamlined experience for the entire sales department.
Softr is the first AI-native platform for building business software. It makes it easy to build a pipeline deals CRM that fits the specific way your sales cycle works. You can describe your sales process to the AI Co-Builder to instantly generate your database, deal stages, and tracking logic—already connected and secure.
You don't need to code anything. You can start by generating with AI, using a CRM 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 sales dashboard layout visually, decide which reps see which leads, and brand it to match your company branding. It's quick to get up and running, simple to update, and flexible enough to scale as your sales volume grows.
You can include a wide range of features in your pipeline deals CRM, depending on your sales workflow. A high-performing CRM app usually mixes classic functional blocks with AI-powered intelligence:
- AI-Powered Intelligence – Use Ask AI to let sales reps query their lead data conversationally, or set up Database AI Agents to automatically summarize meeting notes or perform background research on new prospects.
- Vibe Coding Blocks – Build complex, custom UI elements—like a custom deal probability calculator—using the AI Code block to "vibe code" exactly what your sales process requires.
- Softr Workflows – Build native automations (like automatic email alerts for stagnant deals) that trigger notifications or sync data whenever a deal moves to a new stage or a lead is assigned.
- User Portals & Logins – Securely manage access so each sales rep only sees their own pipeline while sales directors maintain a full view of the entire territory.
- Forms & Data Collection – Capture new leads with custom intake forms, document uploads for contracts, and conditional logic for lead qualification.
- Dashboards & Charts – Visualize your pipeline deals CRM performance and conversion metrics with real-time charts and revenue forecasts.
- Lists & Advanced Filtering – Display and manage your deals with searchable tables, kanban boards for drag-and-drop movements, and detailed account views.
Everything is built using Softr's drag-and-drop blocks, so you can create these features without writing code. Need a unique sales visualization? Use the Vibe Coding block to generate a tailored component with AI. And if your sales methodology changes, it's easy to update the CRM later.
Vibe coding is all about moving fast and using AI to build exactly what you need for your sales operations. You can "vibe code" a pipeline deals CRM in Softr by simply describing your sales stages and lead attributes to the AI Co-Builder. Softr then generates a production-ready CRM on top of a stable, secure foundation.
Unlike other tools that just generate raw, fragile code, Softr handles the "boring 80%"—like user authentication for reps, sales database logic, and lead-level security—natively. This means you get the speed of vibe coding without the "Day Two" headaches of managing raw code. You describe your sales funnel, Softr builds it, and it’s ready for your sales team to use instantly.
Yes. You can manage multiple sales teams or regional departments in a single CRM. Each sales representative only sees the leads and deals assigned to them, based on their login and assigned territory role. This is useful for large organizations, multi-product companies, or sales agencies working with different market segments.
Yes, you can. You don't need to bring your lead data from somewhere else to start building with Softr. If you're starting a new sales operation from scratch, you can use Softr Databases, which is built into the platform and integrates perfectly with any pipeline deals CRM you build.
But if you already have prospect data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those too. You can also use the REST API connector to bring in lead data from other marketing sources. Either way, you have full control over how your sales data is structured and displayed in your CRM.
Softr Databases is the recommended native, relational data source for Softr. It is built explicitly for business apps like a pipeline deals CRM, offering the highest performance, instant lead automation triggers, and a lightning-fast experience because the sales data is native to the platform.
If you already have your deals elsewhere, Softr also connects to 17+ external data sources. You can connect to Airtable, Google Sheets, HubSpot, SmartSuite, BigQuery, and more. You can even integrate multiple data sources into the same CRM—so your dashboard could pull in deal records from Softr Databases and marketing lead scores from HubSpot at once. Most sources support real-time, two-way sync, so any updates to a deal's status stay in sync automatically.
Yes, Softr gives you full control over how your sales team experiences the pipeline deals CRM. You can customize the dashboard layout, navigation, and lead views to match your specific sales brand and workflow. Each page or block can be shown or hidden based on who's logged in, so every rep sees only the prospects relevant to their pipeline.
You can also set up different user roles, such as sales rep, sales manager, or executive admin—and define exactly what each role can view or edit. For example, reps can only edit their own deals, while managers can oversee all territories. You can also create personalized views by filtering records based on the logged-in user.
This level of customization is especially useful when you're managing large sales volumes or multiple teams in the same app. It helps keep the CRM experience clean, secure, and tailored to each salesperson's daily activities.
Yes, you can fully white-label your pipeline deals CRM in Softr. You can use your own logo, company brand colors, custom fonts, and a custom domain to make the CRM feel like a proprietary piece of your company's sales stack. You can also remove all Softr branding, so your sales team and stakeholders only see your company's identity throughout the sales management experience.
Yes, you can. Softr gives you a lot of flexibility to control both the design and layout of your pipeline deals CRM. You can adjust colors, fonts, spacing, and page structure to match your corporate identity. You can also choose how each deal page is laid out, decide which widgets go where, and set what various sales roles see when they log in.
To display your sales data, you can add different types of blocks depending on what you need:
- Table blocks – to show structured data like lead lists and contact logs
- Kanban blocks – to visualize and move deals through stages like "Discovery" or "Closed Won"
- Detail View – to show comprehensive information for a single account or deal
- Forms – for reps to quickly add new leads or log calls
- Charts – to show sales performance against KPIs and monthly quotas
- Calendar blocks – to display upcoming demos or follow-up deadlines
If your sales process 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 sales data is encrypted in transit (TLS) and at rest, and your pipeline deals CRM is hosted on secure, reliable infrastructure. Softr apps also give you full control over who can see and modify deal information. You can set up role-based permissions, manage sales users directly within your data source, set lead-level visibility rules, and apply global restrictions to protect sensitive financial data across your entire app.
For apps using Softr Databases, your data is stored in Softr's secure environment with all data hosted in Europe (Germany) and SOC 2 Type II compliance. For CRMs connected to external sources like Airtable or SQL, Softr doesn't store your sensitive lead info—it just displays it in real time based on your access settings. You're always in control of your CRM data and who can view or edit individual deals.
Softr also follows industry best practices for authentication, access control, and platform monitoring to help keep your sales records safe.
It is fully production-ready. Unlike many AI tools that just "vibe code"—generating fragile, custom code for sales charts that is hard to maintain—Softr builds your pipeline deals CRM on top of a stable, business-grade foundation.
We handle the "boring 80%" (like sales rep authentication, secure cloud hosting, and granular deal permissions) natively, so you don't have to. This solves the "Day Two" problem of AI: you get the speed of instant sales app generation without the headache of managing raw, unreliable code. Your CRM is secure, scalable, and ready for your sales team to start closing deals from day one.
Softr is the first AI-native platform for building business software. Unlike pure "vibe coding" tools that generate fragile code for sales trackers, or traditional no-code CRMs that require weeks of manual configuration, Softr's AI Co-Builder creates a pipeline deals CRM on top of a secure, production-ready foundation.
What sets it apart is the hybrid advantage: you can use AI to generate your sales database, record logic, and deal stages in minutes, then use visual controls for precise UI editing. You get the speed of AI with the reliability of business-grade infrastructure (user roles, deal permissions, and hosting) already built-in. It's designed for sales operations managers who want to move from a basic spreadsheet to a production CRM on day one.
Yes. Softr supports powerful native workflows and a wide range of integrations so you can connect your pipeline deals CRM to the rest of your sales and marketing stack. You can automate tasks using Softr Workflows—like triggering a Slack message when a deal closes—or sync with tools like Stripe for invoicing and Intercom for customer messaging. Softr also supports REST API and webhooks for more advanced sales automation.
Whether you need to send deal data to an ERP, trigger follow-up sequences based on deal stage transitions, or display lead info from other marketing tools, you can build it into your CRM without writing code.
Describe what you need. Softr's AI builds your custom CRM in minutes without code.