Build your recurring sales task manager
Automate sales workflows in an AI-powered system built with AI that you adapt to fit your sales team's specific daily task processes.
Tailor your sales manager to your needs
Customize your recurring sales task manager with the exact steps and views your team needs. Add features as processes evolve—no code needed.
Automated recurring task generation
Sales pipeline stage tracking
Team activity dashboards
AI-driven task prioritization
Client communication logs
Manager approval workflows
Unify your sales task data in real time
Connect your task lists, pipelines, and activity logs from multiple tools—or manage everything in Softr Databases. Create a single source of truth for your sales workflows.
Custom access for every team. Built-in security.
Give each teammate the right tools and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give different sales reps and managers tailored dashboards, so each role sees just the recurring tasks and activity logs that matter to them.
User groups
Give different sales reps and managers tailored dashboards, so each role sees just the recurring tasks and activity logs that matter to them.
Automations
Streamline operations with Softr Workflows. Trigger native automations for recurring task generation or manager approvals to keep the sales pipeline moving.
Works on any device
Access and update your recurring sales tasks on the go. All task management apps are mobile-ready out of the box for reps in the field.
Easy, secure logins
Use Google, email, or SSO logins to give your sales team fast, secure access to their task manager—no IT tickets needed.
Security
Keep sensitive sales and lead data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your manager.
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
Build your recurring sales task manager in minutes with AI—no manual configuration needed.
Consolidate your stack
Add pipeline tracking, team dashboards, or manager approvals as your sales workflows evolve—no rebuild needed.
Flexible as you grow
Start with task management, then add CRMs, client portals, or leaderboards—all in one place with no extra tools.
Generate a custom recurring sales task manager with AI
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.
The go-to platform for business operations
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.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Build your recurring sales task manager
Describe what you need. Softr's AI builds your custom sales task management tool in minutes.