CRM

Build your own pipeline deals crm, no code required

Manage leads, track sales, and optimize workflows with a customizable CRM tailored to your business's pipeline processes.

Screenshot of the Pipeline Deals CRM user interface displaying a dashboard with sales pipelines, deal stages, and contact information.
pipeline deals crm mobile ui
Loved by 800,000+ teams around the globe
Data Management

Bring all your deal data together in real time

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.

Explore all data sources
Power

Custom access for every sales team. Built-in security, no dev time.

Empower your sales team with secure, tailored access to deal pipelines and client records. Set up user groups and permissions—no IT support needed.

Advanced permissions

Assign custom dashboards and access levels so team members see only their deals and data.

User groups

Assign custom dashboards and access levels so team members see only their deals and data.

Automations

Connect with Make, Zapier, or N8N to automate follow-ups, reminders, and deal updates for your sales process.

Works on any device

Access your CRM on desktop or mobile—track deals and update records wherever you work.

Easy, secure logins

Enable Google, email, or SSO logins so your sales team can access the CRM quickly and securely.

Security

Protect sensitive sales data with SOC2 and GDPR compliance, plus strong access controls for every user.

AI Magic

Put AI to work for sales teams

Let sales teams ask AI about deals, contacts, or next steps—instant answers right in your CRM, powered by Softr’s built-in AI.

Why Softr

Why Softr vs other software

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.

UI screenshot of Softr drag-and-drop dashboard setup for building pipeline deals crm

Easy, fast setup

Launch your pipeline deals CRM in minutes with drag-and-drop blocks and ready-made templates.

UI screenshot of Softr dashboard with resources, contacts, finances, and projects modules

Consolidate your stack

Easily add deal stages, custom fields, or automations as your sales process evolves—no rebuild needed.

Integration logos showing Softr connected with Airtable, Notion, Google Sheets, HubSpot, SQL, Rest API, and more.

Flexible as you grow

Start with your CRM, then add pipelines, dashboards, or intake forms—all in one place, no extra tools.

“We’re not coders or developers, but Softr is so easy to use and learn — it lets us run with our ideas.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals
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“With Softr we’re able to experiment and innovate at the speed of conversation, which gives users a sense of control and ownership.”
Oliver Thomas
Maker Digital Systems Architect, MIT
Read customer story
“The biggest benefit we’ve found with Softr is how customizable and flexible it is. We’ve been able to create a platform that is adapted to our fairly complicated needs.”
Isobelle Ford
Founder & Director, Skylight Ventures
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“We’ve been able to create multiple client and employee portals with Softr and it works like magic. The integration with monday.com is seamless.”
Jesuena Estoque Reimer
Founder, Mindflows
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“Building our sustainability training app on Softr let us deliver an intuitive user experience to over 5,000 professionals in days without writing a single line of code.”
Guillaume Duvernay
Growth Lead, Plan A
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“I’ve dreamed of having a client portal for probably 10 years. I tried many different tools, got frustrated, and let it go. Then I played with Softr and immediately went “this is it!”
Rebecca Berneck
CEO, Officeheads
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How It Works

Build a fully custom pipeline deals CRM in minutes

Connect to your data in seconds

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.

Customize layout and logic

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.

Publish and launch

Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.

“Our submission process used to be on paper. Now clinics use our Softr customer portal and submit in a few clicks. It saves 3-4 hours a day of at least one employee’s time.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals

250+

veterinary clinics using the portal

600+

submissions processed per month
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Frequently asked questions

What is a pipeline deals crm?
What are the benefits of building a pipeline deals crm with Softr?
What types of features can I build into my pipeline deals crm?
Do I need to know how to code to build a pipeline deals crm in Softr?
Can I manage multiple clients or teams in the same pipeline deals crm?
Which data sources does Softr support?
Can I customize the user experience and permissions?
Can I use Softr if I don’t already have my data in another tool?
Can I white-label my pipeline deals CRM in Softr, including using my own branding?
Can I customize the design and layout of my pipeline deals CRM?
How secure is my data in Softr apps?
How much does it cost to build a pipeline deals CRM with Softr?
How is Softr different from other no-code tools?
Can I automate workflows and integrate with other tools?

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