Track leads, manage quotes, and forecast revenue in an AI-powered sales ERP built with AI to fit your team's specific sales workflow.




Customize your sales ERP setup with the exact steps and views your team needs. Add features as processes evolve—no code or IT support needed.






Connect lead lists, account databases, and revenue systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Give each sales rep and manager the right tools and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Give different sales tiers and managers tailored access and performance dashboards, so each role sees just the accounts they need to manage.
Give different sales tiers and managers tailored access and performance dashboards, so each role sees just the accounts they need to manage.
Streamline your sales cycles with Softr Workflows. Trigger native automations for quote approvals or status updates based on your team's actions.
Access and update your sales ERP on the go. All apps are mobile-ready out of the box so reps can log deal updates from the field.
Use Google, email, or SSO logins to give your sales team fast, secure access to their pipeline—no IT tickets needed.
Keep sensitive customer and revenue data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your sales ERP.
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.

Build your sales ERP in minutes with AI—no dev time or complex configuration needed to start closing deals.

Add features like discount approvals or revenue forecasting as your sales cycles evolve—no rebuild needed.

Start with a CRM, then add partner portals, team dashboards, or quote generators—all in one place without code.
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.
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.




A sales ERP is a secure space where your sales team, finance department, or account managers can log in to access critical business information, like deal progress, inventory levels, sales invoices, and customer timelines. It keeps all operations in one place, so you don't have to rely on back-and-forth emails or disconnected spreadsheets. This makes it easier to stay organized and provide a more efficient sales experience.
Softr is the first AI-native platform for building business software. It makes it easy to build a sales ERP that fits the way your sales and operations work. You can describe your needs to the AI Co-Builder to instantly generate your database, pages, and logic—already connected and secure.
You don't need to code anything. You can start by generating with AI, using a template, or building from scratch. Everything runs on Softr Databases, the native, relational database built into the platform, or you can connect external tools like Airtable, Google Sheets, HubSpot, and more. You have full control to adjust the layout visually, decide who sees what (like hiding profit margins from junior reps), and brand it to match your company. It's quick to get up and running, simple to update, and flexible enough to grow with your sales volume.
You can include a wide range of features in your sales ERP, depending on what your specific sales workflow looks like. A great sales ERP app usually mixes classic functional blocks with AI-powered intelligence:
- AI-Powered Intelligence – Use Ask AI to let sales managers query their revenue data conversationally, or set up Database AI Agents to perform competitive market research or lead enrichment.
- Vibe Coding Blocks – Build complex, custom UI elements—like a custom discount calculator or interactive price book—using the AI Code block to "vibe code" exactly what you need.
- Softr Workflows – Build native automations (like an auto-generated quote or Slack alert when a deal passes a certain threshold) that trigger notifications whenever a record is updated.
- User Portals & Logins – Securely manage access so each sales rep only sees their own assigned leads while executives maintain a full view of the department.
- Forms & Data Collection – Capture order information with custom forms, contract uploads, and conditional logic for tiered pricing.
- Dashboards & Charts – Visualize your sales ERP performance and monthly recurring revenue with real-time charts and pipeline summaries.
- Lists & Advanced Filtering – Display and manage your inventory with searchable tables, kanban boards for deal stages, and detailed customer record views.
Everything is built using Softr's drag-and-drop blocks, so you can create these features without writing code.
Vibe coding is all about moving fast and using AI to build exactly what you need for your sales operations. You can "vibe code" a sales ERP in Softr by simply describing your requirements—like lead scoring logic or order management workflows—to the AI Co-Builder. Softr then generates a production-ready app on top of a stable, secure foundation.
Unlike other tools that just generate raw, fragile code, Softr handles the "boring 80%"—like sales rep authentication, database logic, and permission levels—natively. This means you get the speed of vibe coding without the "Day Two" headaches of managing raw code. You describe it, Softr builds it, and it’s ready for your sales team instantly.
Yes. You can manage multiple teams or departments, such as Sales, Finance, and Fulfillment, in a single portal. Each user only sees the content and data assigned to them based on their login and role. This is useful for cross-departmental alignment, ensuring the warehouse team sees pending shipments while the finance team sees paid invoices.
Yes, you can. You don't need to bring your data from somewhere else to start building with Softr. If you're starting from scratch with your sales ERP, you can use Softr Databases, which is built into the platform and integrates perfectly with any sales application you build.
But if you already have customer data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those too. You can also use the REST API connector to bring in historical sales data from other sources. Either way, you have full control over how your sales data is structured and displayed.
Softr Databases is the recommended native, relational data source for Softr. It is built explicitly for business apps like a sales ERP, offering the highest performance, instant automation triggers for new orders, and a lightning-fast experience because the data is native to the platform.
If you already have your sales data elsewhere, Softr also connects to 17+ external data sources. You can connect to Airtable, Google Sheets, HubSpot, SmartSuite, BigQuery, and more. You can even integrate multiple data sources into the same app—so your sales ERP could pull in leads from HubSpot while tracking inventory within Softr Databases. Most sources support real-time, two-way sync, so any updates to a deal status in your app or data source stay in sync automatically.
Yes, Softr gives you full control over how users experience your sales ERP. You can customize the layout, navigation, and content to match your sales process. Each page or block can be shown or hidden based on who's logged in, so every rep sees only what's relevant to their territory.
You can also set up different user roles, such as sales rep, area manager, or admin—and define exactly what each role can view or edit. For example, reps can only edit their own deals, while managers can oversee the whole pipeline. You can also create personalized views by filtering data based on the logged-in user.
This level of customization is especially useful when you're managing multiple sales teams or regional offices in the same app. It helps keep the experience clean, secure, and tailored to each team member.
Yes, you can fully white-label your sales ERP in Softr. You can use your own logo, brand colors, fonts, and a custom domain (like sales.yourcompany.com) to make the tool feel like a professional, internal resource. You can also remove all Softr branding, so your employees and stakeholders only see your company's identity throughout the sales management experience.
Yes, you can. Softr gives you a lot of flexibility to control both the design and layout of your sales ERP. You can adjust colors, fonts, spacing, and page structure to match your brand. You can also choose how each page is laid out, decide which blocks go where, and set what different sales roles see when they log in.
To display your sales operations data, you can add different types of blocks:
- Table blocks – to show structured data like order lists, product catalogs, or commission tracking
- List or Card blocks – to highlight things like high-value leads or daily sales targets
- Detail View – to show one record at a time, like an individual client's full purchase history
- Forms – for logging new sales activities or expenses
- Charts – to show revenue insights and sales quotas
- Calendar blocks – to display follow-up reminders or meeting dates
If your sales process changes, 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 sales ERP is hosted on secure, reliable infrastructure. Softr apps also give you full control over who can see and do what in your app. You can set up role-based permissions, manage users directly within your data source, and apply global restrictions to protect sensitive financial data across your entire app.
For apps using Softr Databases, your data is stored in Softr's secure environment with SOC 2 Type II compliance. For apps connected to external data sources like HubSpot or SQL, Softr doesn't store your sensitive sales 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.
It is fully production-ready. Unlike many AI tools that just "vibe code"—generating fragile, custom code that is hard to maintain or secure—Softr builds your sales ERP on top of a stable, business-grade foundation.
We handle the "boring 80%" (like worker authentication, secure hosting, and granular sales data permissions) natively, so you don't have to. This solves the "Day Two" problem of AI: you get the speed of instant generation without the headache of managing raw, unreliable code. Your app is secure, scalable, and ready for your sales team to use from day one.
Softr is the first AI-native platform for building business software. Unlike pure "vibe coding" tools that generate fragile code, or traditional no-code tools that require weeks of manual configuration for a sales ERP, Softr's AI Co-Builder creates apps on top of a secure, production-ready foundation.
What sets it apart is the hybrid advantage: you can use AI to generate your sales database, app structure, and logic in minutes, then use visual controls for precise editing. You get the speed of AI with the reliability of business-grade infrastructure (auth, roles, and hosting) already built-in. It's designed for non-technical sales ops managers who want to move from prototype to a working tool on day one.
Yes. Softr supports powerful native workflows and a wide range of integrations so you can connect your sales ERP to the rest of your tech stack. You can automate tasks using Softr Workflows, or sync with tools like Stripe for payment processing and Intercom for customer communication. Softr also supports REST API and webhooks for more advanced sales automations.
Whether you need to send contract data to another system, trigger Slack alerts based on closed deals, or display inventory from other tools, you can build it into your sales ERP without writing code.
Describe what you need. Softr's AI builds your sales ERP in minutes without code.