Build your own sales performance tracker
Visualize revenue, track quotas, and monitor rep leaderboards in an AI-powered system built with AI to fit your team's sales workflow.
Build exactly what your team needs
Customize a sales performance tracker with the exact pipeline views and dashboards your team needs. Add new reporting blocks as goals evolve.
Real-time revenue dashboards
Sales pipeline stage tracking
Individual rep leaderboards
AI-driven forecast insights
Automated conversion alerts
Detailed sales activity logs
Unify your sales data in real time
Connect CRM data, deal sheets, and lead activity with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business performance.
Custom access for every team. Built-in security.
Give each manager and rep the right tools and data access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give different sales tiers tailored dashboards, so each account executive sees their own pipeline while managers see the whole leaderboard.
User groups
Give different sales tiers tailored dashboards, so each account executive sees their own pipeline while managers see the whole leaderboard.
Automations
Streamline your sales process with Softr Workflows. Trigger native notifications or status changes based on won deals to keep the team motivated.
Works on any device
Access and update your sales performance tracker on the go. Field reps can check their status and update deal stages from their mobile devices.
Easy, secure logins
Use Google, email, or SSO logins to give your sales team fast, secure access to performance metrics—no IT tickets needed.
Security
Keep sales and financial data safe with SOC2 and GDPR compliance, plus fine-tuned access control to protect your lead information at every level.
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 sales performance tracker in minutes with AI—no manual configuration or coding needed.
Consolidate your stack
Add features like revenue forecasting, leaderboards, or commission tracking as your team and targets grow.
Flexible as you grow
Start with a tracker, then add CRM tools, internal forms, or client portals—all in one place without extra seats.
Generate a sales performance tracker with AI in minutes
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 sales performance tracker. No code.
Describe what you need. Softr's AI builds your custom dashboard and reporting tool in minutes.