Document Management

Create a custom sales presentation storage system

Organize files, streamline access, and enhance collaboration with a no-code solution tailored to your sales team's workflow.

A user interface displaying a sales presentation storage system, featuring organized folders and presentation thumbnails for easy access and management.
sales presentation storage system mobile ui
Loved by 800,000+ teams around the globe
Data Management

Centralize your sales presentations in real time

Connect cloud storage, CRMs, and document tools with real-time sync—or manage everything in Softr Databases. Create a single source for your sales materials.

Explore all data sources
Power

Custom access for every team. Built-in security, no dev time.

Organize and control access to sales presentations with tailored permissions and secure logins. Empower teams to store and share documents confidently—no IT burden.

Advanced permissions

Provide tailored access to sales reps, managers, and support—so each role finds the right presentations quickly.

User groups

Provide tailored access to sales reps, managers, and support—so each role finds the right presentations quickly.

Automations

Connect with Make, Zapier, or N8N to automate document routing, approval flows, or notifications.

Works on any device

Access and manage sales presentations from any device. All document tools are mobile-ready out of the box.

Easy, secure logins

Use Google, email, or SSO logins to ensure fast, secure access to your presentation library—no IT help required.

Security

Keep sales documents secure with SOC2 and GDPR compliance, plus detailed access control at every level.

AI Magic

An AI teammate for sales teams

Sales teams can ask AI to find presentations or details, getting quick answers inside your storage system—no extra steps needed.

Why Softr

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.

UI screenshot of Softr drag-and-drop dashboard setup for building sales presentation storage system

Easy, fast setup

Set up a sales presentation storage system in minutes with drag-and-drop blocks and templates.

UI screenshot of Softr dashboard with resources, contacts, finances, and projects modules

Consolidate your stack

Easily add sharing, approval, or version control as your sales document needs change.

Integration logos showing Softr connected with Airtable, Notion, Google Sheets, HubSpot, SQL, Rest API, and more.

Flexible as you grow

Store, organize, and share sales presentations and related docs—all in one secure platform.

“We’re not coders or developers, but Softr is so easy to use and learn — it lets us run with our ideas.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals
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“With Softr we’re able to experiment and innovate at the speed of conversation, which gives users a sense of control and ownership.”
Oliver Thomas
Maker Digital Systems Architect, MIT
Read customer story
“The biggest benefit we’ve found with Softr is how customizable and flexible it is. We’ve been able to create a platform that is adapted to our fairly complicated needs.”
Isobelle Ford
Founder & Director, Skylight Ventures
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“We’ve been able to create multiple client and employee portals with Softr and it works like magic. The integration with monday.com is seamless.”
Jesuena Estoque Reimer
Founder, Mindflows
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“Building our sustainability training app on Softr let us deliver an intuitive user experience to over 5,000 professionals in days without writing a single line of code.”
Guillaume Duvernay
Growth Lead, Plan A
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“I’ve dreamed of having a client portal for probably 10 years. I tried many different tools, got frustrated, and let it go. Then I played with Softr and immediately went “this is it!”
Rebecca Berneck
CEO, Officeheads
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How It Works

Build a fully custom sales presentation system in minutes

Connect to your data in seconds

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.

Customize layout and logic

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.

Publish and launch

Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.

“Our submission process used to be on paper. Now clinics use our Softr customer portal and submit in a few clicks. It saves 3-4 hours a day of at least one employee’s time.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals

250+

veterinary clinics using the portal

600+

submissions processed per month
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Frequently asked questions

What is a sales presentation storage system?
What are the benefits of building a sales presentation storage system with Softr?
What types of features can I build into my sales presentation storage system?
Do I need to know how to code to build a sales presentation storage system in Softr?
Can I manage multiple clients or teams in the same sales presentation storage system?
Which data sources does Softr support?
Can I customize the user experience and permissions?
Can I use Softr if I don’t already have my data in another tool?
Can I white-label my sales presentation storage system in Softr, including using my own branding?
Can I customize the design and layout of my sales presentation storage system?
How secure is my data in Softr apps?
How much does it cost to build a sales presentation storage system with Softr?
How is Softr different from other no-code tools?
Can I automate workflows and integrate with other tools?

Related use cases

Build your sales presentation storage system

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