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


Set up a pipeline deals CRM that fits your team’s sales steps. Add just the stages and features you need now, and adjust as your process grows.
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.
Empower your sales team with secure, tailored access to deal pipelines and client records. Set up user groups and permissions—no IT support needed.
Assign custom dashboards and access levels so team members see only their deals and data.
Assign custom dashboards and access levels so team members see only their deals and data.
Connect with Make, Zapier, or N8N to automate follow-ups, reminders, and deal updates for your sales process.
Access your CRM on desktop or mobile—track deals and update records wherever you work.
Enable Google, email, or SSO logins so your sales team can access the CRM quickly and securely.
Protect sensitive sales data with SOC2 and GDPR compliance, plus strong access controls for every user.
Let sales teams ask AI about deals, contacts, or next steps—instant answers right in your CRM, powered by Softr’s built-in AI.
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 pipeline deals CRM in minutes with drag-and-drop blocks and ready-made templates.
Easily add deal stages, custom fields, or automations as your sales process evolves—no rebuild needed.
Start with your CRM, then add pipelines, dashboards, or intake forms—all in one place, no extra tools.
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 pipeline deals CRM is a tool that helps your sales team manage and track every stage of your sales process, from the first touchpoint through to closing the deal. It provides a centralized place to organize contacts, deals, tasks, and communications, so your team can easily follow up with leads, update deal statuses, and see the entire sales pipeline at a glance.
Softr makes it straightforward to build a pipeline deals CRM that fits your team’s workflow. You can connect your existing data sources—like Airtable, HubSpot, Notion, monday.com, or SQL—and set up an interface where your sales reps can log in, update deals, assign tasks, and view pipeline metrics, all in one place.
You don’t need any coding skills—just start with a template or build from scratch, adjust the layout, set up custom permissions, and brand it for your team. It’s quick to launch, easy to update, and flexible enough to scale as your sales processes evolve. Ultimately, it helps keep your sales efforts organized and professional.
You can add a variety of features to your pipeline deals CRM, depending on how your sales process works. Some of the most useful ones include:
\- User logins – so each sales rep can access and manage their own deals
\- Custom dashboards – to show pipeline stages, deal values, or activity metrics
\- Forms – for lead capture, deal updates, or client notes
\- File sharing – so reps can upload and access key documents related to deals
\- Search and filters – to quickly find specific deals, contacts, or tasks
\- Tables, lists, and detail views – to organize opportunities, accounts, or activities
\- Comments or status updates – to keep communication about each deal in one place
\- Charts – to visualize deal progress, conversion rates, or sales targets
\- Calendar view – for tracking meetings, follow-ups, or close dates
\- Permissions and roles – so each team member only sees relevant deals and info
All features are built with Softr’s drag-and-drop blocks, so you don’t need to write code. And you can easily update your CRM as your sales pipeline changes.
No coding is needed. You can create your entire pipeline deals CRM using Softr’s visual editor. Everything from page layouts to user roles can be customized without writing a single line of code.
Yes. You can manage multiple clients, sales teams, or deal pipelines within a single pipeline deals crm built on Softr. Each user can only see the deals, contacts, and pipelines assigned to them, based on their login and role. This setup is especially helpful if your organization manages several sales reps, regions, or client accounts all in one place.
Softr supports a wide range of data sources for your pipeline deals crm. 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 pipeline or deal data from other sources with the REST API.
You’re not limited to just one source. You can integrate multiple data sources into the same crm and display them side by side—so your pipeline deals crm can pull deal, contact, or activity information from both Airtable and HubSpot, for example. Most sources support real-time, two-way sync, so any updates stay consistent across your crm.
Yes, Softr gives you full control over how users interact with your pipeline deals crm. You can tailor the layout, navigation, and deal views to match your sales process and branding. Each page or block can be shown or hidden based on the user’s role, so each sales rep or manager only sees what’s relevant to them.
You can set up different roles, such as sales rep, manager, or admin, and define exactly what each can view or edit. For example, sales reps might only see their own deals, while managers can oversee all pipelines and team performance. You can also create personalized dashboards or reports filtered by user. This ensures your crm remains organized, secure, and tailored to each team member’s needs.
Yes, you can. You don’t need existing CRM data to get started with Softr. If you’re building your sales pipeline from scratch, you can use Softr Databases, which are built into the platform and work seamlessly with your pipeline deals crm.
If you do have data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can import and connect those as well. You can also use the REST API connector to add deal or contact data from other sources. Either way, you control how your sales information is structured and displayed in your crm.
Yes, you can fully white-label your pipeline deals CRM in Softr. You can use your own logo, brand colors, fonts, and custom domain to make your CRM feel like a natural extension of your organization. You can also remove all Softr branding, so your sales team and stakeholders only see your company’s identity throughout the CRM experience.
Absolutely. 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 overall page structure to match your brand or sales process. You can choose how each page is organized, decide which blocks go where, and set what different users—like sales reps or managers—see when they log in.
To display your deal data, you can use various blocks based on your needs:
\- Table blocks – to show structured data like deal pipelines, contacts, or sales activities
\- List or Card blocks – to highlight things like lead profiles, accounts, or sales stages
\- Detail View – to view one deal or contact at a time, such as a deal summary page
\- Forms – for logging new deals or updating details
\- Charts – to visualize pipeline metrics
\- Calendar blocks – to manage follow-ups or key deadlines
If your sales process or design needs change, it’s easy to update your CRM right in the visual builder.
Softr is built with security in mind. All data is encrypted in transit (TLS) and at rest, and your pipeline deals CRM is hosted on secure, reliable infrastructure. With Softr, you have full control over who can access which parts of your CRM. You can set up role-based permissions, manage users within your data source, set visibility rules, and apply global restrictions to protect sensitive sales data across your CRM.
For CRMs connected to external data sources like Airtable, Notion, or SQL, Softr doesn’t store your data—it simply displays it in real time according to your permissions. You always control your data and who can view or edit it.
Softr follows industry best practices for authentication, access control, and platform monitoring to help keep your sales and deal information safe.
You can get started for free. Softr’s Free plan lets you publish one app—which can be your pipeline deals CRM—with up to 10 app users and 2 user groups. This includes support for all standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your CRM needs to support more users or advanced features, you can check out the paid plans for additional options: <https://softr.io/pricing>
Softr is built to help you quickly create fully functional, user-friendly apps—like pipeline deals CRMs—without writing a single line of code or relying on developers. What distinguishes Softr is how fast you can go from idea to a working CRM, and how seamlessly it connects to your existing sales data.
Unlike some no-code tools that focus on mobile apps or developer-centric platforms, Softr is geared for non-technical teams who want full control over layout, user experience, and permissions. You can build your CRM on top of live data from Airtable, Google Sheets, Softr Databases, or SQL, and make secure, branded platforms for your sales team to use.
You can visually customize everything—from content and design to user roles and access. With built-in features like forms, conditional logic, and API support, you won’t have to piece together multiple tools to launch a polished CRM.
Yes. Softr supports a wide range of integrations so you can connect your pipeline deals CRM to the rest of your sales stack. You can sync with tools like Stripe for payments, Intercom for customer communication, and automate processes using Zapier, Make, or N8N. Softr also supports REST API and webhooks for more advanced automations.
Whether you want to trigger actions when a deal is updated, send follow-up reminders, or sync CRM data to other platforms, you can build these workflows into your CRM—no coding needed.