Streamline sales processes, track performance, and enhance collaboration with a custom ERP solution tailored to your team's needs.


Build a sales ERP that matches your team’s workflow. Add just the features or views you need now, and easily adapt as your processes change.
Connect spreadsheets, CRMs, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your sales processes.
Give your sales and operations teams the right tools and access. Set up secure logins, user groups, and granular permissions—no IT support needed.
Give sales, finance, and operations teams tailored dashboards, so each role sees just what they need within the ERP.
Give sales, finance, and operations teams tailored dashboards, so each role sees just what they need within the ERP.
Connect with tools like Make, Zapier, or N8N to automate sales workflows, order processing, and notifications.
Access and update your ERP system on desktop or mobile. All features are mobile-ready by default.
Use Google, email, or SSO logins to give your team fast, secure access to the ERP—no IT tickets needed.
Keep sales data and customer information safe with SOC2 and GDPR compliance, plus detailed access controls.
Sales teams get quick answers and insights from live ERP data, right inside your system—no need to search or switch tools.
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 sales ERP in minutes using drag-and-drop blocks and prebuilt templates.
Easily add new sales workflows, integrations, or analytics as your ERP needs change.
Manage sales, inventory, and reporting—all in one ERP platform, with no extra tools needed.
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 sales ERP software is a centralized platform where your sales team can manage every aspect of the sales process—like tracking leads, managing customer accounts, processing orders, generating invoices, and monitoring sales performance. It keeps all sales activities and data in one secure place, making it easier for your team to stay organized, collaborate efficiently, and deliver a seamless experience to your customers.
Softr makes it simple to build a sales ERP solution tailored to your team’s workflow. You can connect your existing sales data from tools like Airtable, HubSpot, Notion, monday.com, SQL, and more, then set up a workspace where your sales team can log in, manage opportunities, update deal stages, and access customer info all in one place.
You don’t have to write any code. Start with a template or build from scratch, customize the layout, control user access, and brand your sales ERP to match your company’s look. It’s easy to launch, quick to update as your needs change, and flexible enough to scale with your team, making everyday sales operations more efficient.
You can include a variety of features in your sales ERP software, depending on your team’s requirements. Common options include:
\- User logins – so each salesperson can access their own accounts, leads, and deals
\- Custom dashboards – to track sales targets, pipeline status, or key metrics
\- Forms – for lead capture, order entry, or updating customer info
\- File sharing – for sales documents, contracts, and proposals
\- Search and filters – to quickly find accounts, deals, or contacts
\- Tables, lists, and detail views – to show customer records, open opportunities, or sales activities
\- Comments or notes – to keep communication history in one place
\- Charts – to visualize sales performance, trends, or forecasts
\- Calendar view – to manage follow-ups, demos, or closing dates
\- Permissions and roles – so team members only see data relevant to them
All of this can be built using Softr’s drag-and-drop blocks, so you won’t need to code. If your process changes, you can easily update your sales ERP software later.
No coding is required. You can build your sales ERP software entirely with Softr’s visual editor. Everything from the interface to user permissions can be customized without writing a single line of code.
Yes. You can manage multiple customers, sales teams, or distributors within a single sales ERP system. Each user only sees the sales data, orders, and information assigned to them, based on their login and role. This is especially useful for companies handling multiple sales channels, territories, or partner accounts in one place.
Softr supports a wide range of data sources for your sales ERP software. 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 even bring in sales and customer data from other sources via the REST API.
You’re not limited to just one. You can integrate multiple data sources into your sales ERP app and display them side by side—for example, bringing in data from both Airtable and HubSpot at once. Most sources support real-time, two-way sync, so updates to your sales data are always current, no matter where they happen.
Yes, Softr gives you full control over the user experience in your sales ERP software. You can customize the layout, navigation, and dashboards to match your branding and unique sales workflows. Each section or block can be shown or hidden based on who’s logged in, ensuring sales reps, managers, or partners only see what’s relevant to them.
You can also set up different user roles—such as sales rep, manager, or admin—and define exactly what each role can view or edit. For example, sales reps see only their own leads and opportunities, while managers can oversee all pipelines and performance data. You can also create personalized dashboards by filtering data based on the logged-in user.
This level of customization is especially helpful when managing multiple teams, sales regions, or partner accounts. It keeps the experience streamlined, secure, and tailored for each user’s needs.
Yes, you can. You don’t need existing CRM or inventory data elsewhere to start building your sales ERP software with Softr. If you’re starting from scratch, you can use Softr Databases, which are built into the platform and integrate seamlessly with any sales management application you create.
But if you already have customer or sales 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 bring in data from other sources. No matter where your data starts, you have full control over how it’s structured and displayed in your ERP solution.
Yes, you can fully white-label your sales ERP software built in Softr. You can add your own logo, brand colors, fonts, and use a custom domain to make the platform feel like an integral part of your company. You can also remove all Softr branding, so your sales teams and partners only see your organization’s identity throughout the entire experience.
Absolutely. Softr gives you extensive flexibility to control the design and layout of your sales ERP software. You can adjust colors, fonts, spacing, and page structure to match your corporate identity. You also have control over each page’s layout, the arrangement of content blocks, and the visibility of information for different user roles within your sales organization.
To display your sales data, you can use a variety of blocks depending on your needs:
\- Table blocks – for organizing structured data like leads, deals, or inventory
\- List or Card blocks – to highlight sales team members, accounts, or product catalogs
\- Detail View – to display individual deal records or customer profiles
\- Forms – for order entry or lead capture
\- Charts – to visualize sales performance and pipeline metrics
\- Calendar blocks – to track appointments, follow-ups, or delivery dates
If you need to make changes later, it’s easy to update the content or design directly within the visual builder.
Softr is built with security as a top priority. All your sales ERP data is encrypted both in transit (TLS) and at rest, and your applications are hosted on secure, reliable cloud infrastructure. Softr gives you complete control over user permissions, so you decide who can view or edit specific sales data. You can set up role-based access, manage users within your data source, use visibility rules, and enforce global restrictions to keep sensitive sales and customer information protected across your entire ERP system.
If your sales ERP connects to external data sources like Airtable, Notion, or SQL, Softr does not store your data—instead, it displays everything in real time according to your access settings. You always maintain control over your data and who can interact with it.
Softr also follows industry-standard practices for authentication, access control, and platform monitoring to help ensure your sales information stays safe.
You can get started for free. Softr’s Free plan allows you to publish one app with up to 10 users and 2 user groups, and supports standard data sources like Softr Databases, Airtable, Google Sheets, and others.
If your sales ERP system needs more users or advanced features, you can upgrade to a paid plan as your needs grow. You can find more details here: <http://softr.io/pricing>
Softr is designed to make building fully functional, user-facing apps—like sales ERP software, CRMs, and internal business tools—quick and code-free. What makes it stand out is how fast you can go from idea to a running ERP solution, and how seamlessly it can connect with your sales data.
Unlike some no-code platforms that target mobile apps (like Glide) or are more developer-focused (like Retool), Softr empowers non-technical teams to create and manage layouts, workflows, and user permissions. You can build your sales ERP on top of real-time data from Airtable, Google Sheets, Softr Databases, or SQL, and deliver a secure, branded experience for your sales teams and stakeholders.
Everything is visually customizable—from the content and appearance to access controls. With built-in features like user roles, forms, conditional logic, and API support, you don’t have to combine several tools to achieve a polished, integrated sales ERP solution.
Yes. Softr supports a wide range of integrations so you can connect your sales ERP software with the rest of your tech stack. You can sync with tools like Stripe for invoicing, Intercom for team communication, and automate tasks using Zapier, Make, or N8N. Softr also enables advanced workflows using REST API and webhooks.
Whether you need to push sales data to another system, trigger automations when deals are updated, or display information from other platforms, you can build this functionality into your ERP—without needing to write code.