Build sales project management software, no code required
Organize tasks, track progress, and enhance collaboration with a customizable project tool tailored to your sales team's workflow.
Customize your sales project tool
Tailor a project management setup for your sales team. Add just the workflows and views you need, then adjust as your process evolves.
Lead management dashboard
Sales pipeline tracking
Task and activity assignment
Document and file sharing
Meeting scheduling and logging
Performance and deal reporting
Bring all your sales data together in real time
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 workflows.
Custom access for every team. Built-in security, no dev time.
Empower sales teams with the right tools and access. Set up secure logins, user groups, and permissions for seamless sales project management—no coding required.
Advanced permissions
Provide different access and dashboards for sales reps, managers, and admins, so each role sees what they need.
User groups
Provide different access and dashboards for sales reps, managers, and admins, so each role sees what they need.
Automations
Connect with Make, Zapier, or N8N to automate follow-ups, reminders, or deal updates—eliminating manual sales tasks.
Works on any device
Allow your sales team to access and update projects on the go. All apps are mobile-ready by default.
Easy, secure logins
Give your sales team fast, secure access using Google, email, or SSO logins—no IT tickets needed.
Security
Protect sensitive deal data with SOC2 and GDPR compliance, plus robust access controls for your sales team.
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An AI assistant for sales teams
Sales teams get quick answers and insights from AI, right inside your project management app powered by 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.
Easy, fast setup
Launch your sales project management workspace in minutes with drag-and-drop building blocks.
Consolidate your stack
Add features like pipeline tracking or team dashboards as your sales process evolves—no rebuild needed.
Flexible as you grow
Manage pipelines, projects, and client info—all in one place, without extra tools or seats to buy.
Build a fully custom sales project management tool 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.
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Frequently asked questions
Build your Project Management app in minutes