Track leads, manage outreach, and optimize follow-ups with a customizable tracker tailored to your sales process and team dynamics.


Choose just the views and features your sales team needs to track leads and outreach. Adjust your setup as your process grows—no code required.
Connect spreadsheets, CRMs, and communication tools with real-time sync—or manage everything in Softr Databases. Centralize leads, outreach, and follow-ups.
Equip your sales team with secure, custom access to leads, activities, and pipelines. Set up permissions and logins without any IT support needed.
Give different sales roles tailored dashboards, so each sees just the prospects and activities they need.
Give different sales roles tailored dashboards, so each sees just the prospects and activities they need.
Connect with Make, Zapier, or N8N to automate follow-ups and reduce manual entry in your sales workflow.
Track prospecting activities or update opportunities from any device. CRM access is mobile-ready by default.
Sales team members log in with Google, email, or SSO for fast, secure access—no extra IT steps.
Keep prospect and pipeline data secure. Softr is fully SOC2 and GDPR compliant for peace of mind.
Let sales teams ask AI about leads, insights, or activity history—right in your CRM, using your most current prospect data.
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.
Set up your prospecting CRM in minutes with drag-and-drop blocks and ready-made templates.
Add activity tracking, lead scoring, or new fields as your team’s prospecting needs change.
Manage your CRM, activity tracker, and reports—all in one place, no extra tools required.
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 prospecting activity tracker is a secure workspace where sales teams or individuals can log in to record, monitor, and analyze their outreach and follow-ups with potential leads. It centralizes all prospecting activities—like call logs, emails, meeting notes, and status updates—so you don’t have to manage scattered spreadsheets or emails. This helps you stay organized, ensures no opportunity slips through the cracks, and makes it easier to track progress and performance over time.
Softr makes it easy to build a prospecting activity tracker that fits your sales workflow. You can connect existing lead and activity data from tools like Airtable, HubSpot, Notion, monday.com, SQL, and more, and set up a workspace where your team can log in, update lead status, add notes, and generate reports all in one place.
No coding is required. You can start with a template or build from scratch, personalize the layout, set user permissions, and brand it for your company. It’s quick to launch, simple to update, and flexible enough to adapt as your sales process evolves. It helps keep everyone aligned and makes tracking prospecting activities more efficient and transparent.
You can add a wide range of features to your prospecting activity tracker, depending on your sales process. Some of the most common include:
\- User logins – so each salesperson can access and manage their own pipeline
\- Custom dashboards – to track outreach metrics, conversion rates, and team performance
\- Forms – for logging new leads, recording call notes, or updating activity statuses
\- File sharing – for attaching documents related to leads or prospects
\- Search and filters – to quickly find leads, activities, or specific notes
\- Tables, lists, and detail views – to display contacts, meeting schedules, or follow-up actions
\- Comments or status updates – to keep all communication about a prospect in one place
\- Charts – to visualize progress, activity volume, and conversion trends
\- Calendar view – for upcoming calls, meetings, or deadlines
\- Permissions and roles – so only the right team members see or edit certain data
All of these are built using Softr’s drag-and-drop blocks, so you won’t need to write code. And if your prospecting process changes, it’s easy to update your tracker as needed.
No coding is required. You can build your entire prospecting activity tracker using Softr’s visual editor. Everything from layouts to user permissions can be customized without needing to write a single line of code.
Yes. You can manage multiple teams or users within a single prospecting activity tracker. Each user will only see the activities and data relevant to them, based on their login and assigned role. This is especially useful for sales organizations, agencies, or any team coordinating multiple prospecting efforts in one place.
Softr supports a wide range of data sources for your prospecting activity tracker. 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 sources using the REST API.
You’re not limited to just one. You can integrate multiple data sources into the same tracker and display them together—so your prospecting activity tracker can pull in data from Airtable, HubSpot, and more at once. Most sources support real-time, two-way sync, so any updates in your tracker or data source stay in sync automatically.
Yes, Softr gives you full control over how users interact with your prospecting activity tracker. You can customize the layout, navigation, and content to match your team's workflow and branding. Each page or section can be shown or hidden based on who’s logged in, so every user only sees what’s relevant to their prospecting activities.
You can also set up different user roles, such as sales rep, manager, or admin—and decide exactly what each role can view or edit. For example, individual team members can see only their own activities, while managers have oversight of all prospecting records. You can create personalized views by filtering data based on the logged-in user, keeping the experience streamlined and secure for everyone.
Yes, you can. You don’t need to start with existing data from another tool to begin building your prospecting activity tracker in Softr. If you’re starting from scratch, you can use Softr Databases, which are built into the platform and work seamlessly with any tracker you create.
If you do have existing data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. You can also use the REST API connector to import data from other sources. This gives you full control over how your prospecting data is structured and displayed in your tracker.
Yes, you can fully white-label your prospecting activity tracker in Softr. You can use your own logo, brand colors, fonts, and custom domain to make the tracker feel like a seamless extension of your organization. You can also remove all Softr branding, so your team or 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 prospecting activity tracker. You can adjust colors, fonts, spacing, and the page structure to match your branding. You can choose how each page is organized, decide which blocks go where, and set what different users see when they log in.
To display your prospecting data, you can add blocks depending on what you need:
\- Table blocks – to show structured data like lead lists, outreach status, or activity logs
\- List or Card blocks – to highlight things like key prospects, recent interactions, or tasks
\- Detail View – to show one record at a time, like a prospect’s profile or activity history
\- Forms – for logging new activities or notes
\- Charts – to visualize progress or outcomes
\- Calendar blocks – to display follow-up deadlines or scheduled meetings
If your content 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 prospecting activity tracker is hosted on secure, reliable infrastructure. Softr apps also give you full control over who can see and do what in your tracker. You can set up role-based permissions, manage users directly within your data source, set visibility rules, and apply global restrictions to protect sensitive prospecting data across your entire app.
For trackers 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 prospecting tracker needs more users or features, here’s how the paid plans stack up: <http://softr.io/pricing>
Softr is built to make it easy to create fully functional, user-facing apps—like prospecting activity trackers, CRMs, and internal tools—without needing to write code or rely on developers. What sets it apart is how quickly you can go from idea to a working app, and how well it connects with your existing data.
Unlike some no-code tools that focus on mobile apps (like Glide) or are more dev-oriented (like Retool), Softr is designed for non-technical teams who want full control over layout, user experience, and permissions. You can build on top of real-time data from tools like Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded apps that your team can log into.
You can customize everything visually—from content and design to who sees what. And because Softr includes things like user roles, forms, conditional logic, and API support out of the box, you don’t need to patch together multiple tools to launch something polished.
Yes. Softr supports a wide range of integrations so you can connect your prospecting activity tracker to the rest of your workflow. You can sync with tools like Slack for notifications, automate tasks using Zapier, Make, and N8N, and integrate with your CRM. Softr also supports REST API and webhooks for more advanced workflows.
Whether you need to send data to another system, trigger automations based on prospecting activity, or display information from other tools, you can build it into your tracker, all without writing code.