Build your own sales project management software
Track deals, manage handoffs, and monitor revenue in an AI-powered system built with AI you customize to fit your team's workflow.
Build exactly what your sales team needs
Customize your setup with the exact stages and dashboard views your team needs. Add features as sales processes evolve—no code ever needed.
Post-sale deal handoff
Sales pipeline stage tracking
Client document portal
AI project health dashboards
Revenue and cost tracking
Internal approval workflows
Unify your project and deal data in real time
Connect spreadsheets, CRMs, and project trackers with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your sales operations.
Custom access for every team. Built-in security.
Give each teammate the right tools and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give different team members tailored access and dashboards, so sales reps see their deals while managers view project health across the team.
User groups
Give different team members tailored access and dashboards, so sales reps see their deals while managers view project health across the team.
Automations
Streamline your sales handoff with Softr Workflows. Trigger native automations based on status changes to keep the project moving forward automatically.
Works on any device
Access and update your project status on the go. All sales tools are mobile-ready out of the box for teams in the field or the office.
Easy, secure logins
Use Google, email, or SSO logins to give your team fast, secure access to the sales records they need—no IT tickets or coding required.
Security
Keep internal project and revenue data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every granular 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 project management software in minutes with AI—no manual configuration or setup needed.
Consolidate your stack
Add features like client handoffs, revenue tracking, or approval flows as your sales projects grow and evolve.
Flexible as you grow
Start with project tracking, then add client portals and lead dashboards—all in one place with no extra tools.
Generate a sales project management software with AI
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 project management software
Describe what you need. Softr's AI builds it in minutes. Get started for free today.