Build your own recurring sales task manager, no code required
Streamline task scheduling, enhance team productivity, and adapt to your sales process with a customizable no-code management tool.
Customize your sales task manager
Choose the views and steps your sales team relies on. Add new features or adjust workflows as your process changes—no coding required.
Recurring task scheduling
Task progress tracking
Automated reminders & notifications
Team assignments & delegation
Central notes & file uploads
Performance & completion reports
Unify your sales tasks in real time
Connect spreadsheets, CRMs, and project management tools with real-time sync—or manage everything in Softr Databases. Streamline your sales workflows in one place.
Custom access for every sales team. Secure and fast setup.
Equip your sales team with the right tools and CRM access. Set up secure logins, user groups, and permissions—no IT help needed.
Advanced permissions
Let sales reps, managers, and support staff see just the dashboards and pipelines relevant to their roles.
User groups
Let sales reps, managers, and support staff see just the dashboards and pipelines relevant to their roles.
Automations
Integrate Make, Zapier, or N8N to automate lead assignment, follow-ups, and reporting—cutting manual work.
Works on any device
Update pipelines, contacts, or deals on the go. Your CRM is mobile-ready out of the box.
Easy, secure logins
Team members can log in with Google, email, or SSO for fast, secure CRM access—no IT tickets required.
Security
Protect customer and sales data with SOC2 and GDPR compliance, plus advanced access control for your CRM.
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Give sales teams an AI helper
AI answers questions, finds tasks, and surfaces insights—right inside your CRM, saving your sales team time every day.
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.
Easy, fast setup
Spin up a recurring sales task manager CRM in minutes with ready-made templates and drag-and-drop blocks.
Consolidate your stack
Add new sales workflows, recurring reminder features, or integrations as your team's needs change.
Flexible as you grow
Manage tasks, contacts, follow-up reminders, and reports in one CRM—no extra tools required.
Build a fully custom sales task manager 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.
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Frequently asked questions
Build your recurring sales task manager today