Visualize deals, track progress, and optimize sales with a customizable tracker tailored to your team's pipeline and goals.


Customize a sales pipeline tracker with only the steps and views your team needs. Update and adapt it as your sales process evolves—no code needed.
Connect spreadsheets, CRMs, and project management tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your sales pipeline.
Equip your sales team with the right tools and data. Set up secure logins, roles, and permissions for managing leads and tracking deals—no dev work required.
Tailor dashboards and access for reps, managers, or execs—so each role sees the pipeline info they need.
Tailor dashboards and access for reps, managers, or execs—so each role sees the pipeline info they need.
Integrate with tools like Make, Zapier, or N8N to automate lead assignments, follow-ups, and deal updates.
Access and update your sales pipeline from desktop or mobile. All apps are ready for on-the-go updates.
Let your team log in with Google, email, or SSO for quick, secure access to pipeline data.
Keep CRM data secure with SOC2 and GDPR compliance, plus role-based access for every sales user.
Let your team ask AI for deal updates, lead status, or insights—answers delivered instantly, right inside your CRM portal.
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 pipeline tracker CRM in minutes with drag-and-drop blocks and templates.
Add features like deal stages, reporting, or lead assignment as your sales process evolves.
Start with your sales CRM, then add dashboards or forms—all in one place, with no extra tools.
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 pipeline tracker is a centralized tool where your sales team can manage and visualize every deal in progress. It helps you keep track of leads, opportunities, deal stages, key contacts, and next actions all in one place. This lets your team stay organized, collaborate more effectively, and make sure nothing falls through the cracks during the sales process.
Softr makes it simple to build a sales pipeline tracker that matches the way your team works. You can connect your existing sales data from Airtable, Hubspot, Notion, monday.com, SQL, and more to set up a tracker where your team can log in, update deal statuses, assign tasks, and view analytics—all in a single platform.
You won’t need to write any code. Start with a template or customize from scratch, adjust the layout, set permissions for team members, and brand it to fit your company. It’s fast to launch, easy to update, and flexible enough to adapt as your sales process evolves. It just keeps everything organized and running smoothly.
You can include a variety of features in your sales pipeline tracker, depending on how your sales process works. Some of the most common features include:
\- User logins – so each sales rep or manager can access their own pipeline data
\- Custom dashboards – to monitor open deals, sales targets, and key metrics
\- Forms – for adding new leads, updating deal details, or submitting notes
\- File sharing – to upload and access proposals, contracts, or supporting documents
\- Search and filters – to quickly find deals by stage, owner, or value
\- Tables, lists, and detail views – to display leads, opportunities, and next steps
\- Comments or status updates – to keep team communication centralized
\- Charts – to visualize pipeline health, conversion rates, or sales performance
\- Calendar view – for tracking follow-ups, meetings, or important deadlines
\- Permissions and roles – so team members only see the data relevant to them
Everything is built using Softr’s drag-and-drop blocks, so you can set up these features without any coding. And if your process changes, updating the tracker is easy.
No coding is required. You can build your entire sales pipeline tracker using Softr’s visual editor. Everything from the layout to team permissions can be fully customized without writing a single line of code.
Yes. You can manage multiple sales pipelines or teams within a single sales pipeline tracker. Each user will only see the deals, data, and stages assigned to them, based on their login and role. This is especially useful for sales organizations or agencies overseeing several teams or pipeline segments at once.
Softr supports a wide variety of data sources for your sales pipeline tracker. 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 also bring in data from other sources using the REST API.
You’re not limited to just one. You can integrate multiple data sources into your sales pipeline tracker and display them together—so your tracking app, for example, can pull in both CRM data from HubSpot and pipeline updates from Google Sheets. Most sources offer real-time, two-way sync to keep your data up to date automatically.
Yes, Softr gives you complete control over how users interact with your sales pipeline tracker. You can tailor the layout, navigation, and content to match your team’s workflow and branding. Each page or block can be shown or hidden based on who’s logged in, so every salesperson, manager, or stakeholder sees only what’s relevant to their role.
You can also set up roles such as sales rep, manager, or admin—and define exactly what each role can view or edit. For example, sales reps might see only their own pipeline and deals, while managers get access to all teams. Personalized views can be created by filtering deal data based on the logged-in user.
This level of customization helps keep your sales pipeline tracker organized, secure, and truly tailored for each user’s needs.
Yes, you can. You don’t need to import your sales data from another tool to start building your sales pipeline tracker with Softr. If you’re starting from scratch, you can use Softr Databases, which is built into the platform and integrates seamlessly with your pipeline tracker.
If you already have your sales data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. There’s also a REST API connector for additional data sources. This flexibility lets you structure and display your sales pipeline data however you like.
Yes, you can fully white-label your sales pipeline tracker in Softr. You can use your own logo, brand colors, fonts, and custom domain to make the tracker feel like a seamless part of your company’s workflow. You can also remove all Softr branding, so your team and stakeholders only see your organization’s identity throughout the experience.
Absolutely. Softr gives you a lot of flexibility to control both the design and layout of your sales pipeline tracker. You can adjust colors, fonts, spacing, and page structure to match your brand guidelines. You can decide how each stage of your pipeline is displayed, choose which blocks go where, and set up what different team members see when they log in.
For visualizing your deals and opportunities, you can add different types of blocks depending on your needs:
\- Table blocks – to track and manage deals, contacts, and sales activities
\- Kanban or List blocks – to visualize sales stages and pipeline progression
\- Chart blocks – to display insights like conversion rates or revenue forecasts
\- Forms – for adding new deals or updating sales details
\- Calendar blocks – to show meetings, follow-ups, or key deadlines
If your process or design needs change, it’s easy to update everything directly in the visual builder.
Softr is built with security in mind. All your sales pipeline data is encrypted in transit (TLS) and at rest, and your tracker is hosted on secure, reliable infrastructure. Softr apps let you control who can access and update different parts of your sales pipeline—set up role-based permissions, manage users within your data source, set visibility rules, and apply global restrictions to keep sensitive sales information safe.
If you connect your sales pipeline tracker to external data sources like Airtable, Notion, or SQL, Softr doesn’t store your 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.
Softr follows industry best practices for authentication, access control, and platform monitoring to help keep your sales data secure.
You can get started for free. Softr’s Free plan lets you publish one app with up to 10 app users and 2 user groups, and includes support for all standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your sales pipeline tracker needs more users or advanced features, you can explore the paid plans for additional capacity and functionality: <http://softr.io/pricing>
Softr is designed to make it easy to build fully functional, user-facing apps—like sales pipeline trackers, CRMs, and internal dashboards—without needing to code or rely on developers. What stands out is how quickly you can go from idea to a working tracker, and how well it connects with your existing data sources.
Unlike no-code platforms focused mainly on mobile apps (like Glide) or developer tools (like Retool), Softr is great for non-technical teams who want control over layout, user experience, and permissions. You can build your sales pipeline tracker on real-time data using tools like Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded apps that your sales team can access.
You can customize every detail visually—from deal stages and reporting to access controls. Softr also includes user roles, forms, conditional logic, and API support out of the box, so you don’t need extra tools to build a polished pipeline tracker.
Yes. Softr supports a wide range of integrations so you can connect your sales pipeline tracker to the rest of your sales stack. You can automate tasks and sync data with tools like Zapier, Make, and N8N, and even connect to services like Slack or email for notifications. Softr also supports REST API and webhooks for more advanced automations.
Whether you want to update your CRM automatically, trigger notifications based on pipeline activity, or pull in data from other sales tools, you can build these automations into your tracker—no coding required.