Build your own sales task management, no code required
Organize tasks, track progress, and enhance productivity with a customizable app tailored to your sales team's unique workflow.
Customize your tool around your processes
Set up your sales task management tool with only the views and workflows your team needs. Adapt and add features as your process evolves—no code needed.
Task assignment and tracking
Lead pipeline management
Automated task reminders
Notes and activity logging
Custom task forms
Reporting and progress dashboards
Unify your sales task data in real time
Connect spreadsheets, CRMs, and project management tools with real-time sync—or manage everything in Softr Databases. Centralize your sales workflows effectively.
Custom access for every team. Built-in security, no dev time.
Empower your sales team with tailored tools and secure access. Set up user groups, permissions, and automation—no IT required.
Advanced permissions
Provide sales managers and team members with tailored dashboards so each role sees just what they need.
User groups
Provide sales managers and team members with tailored dashboards so each role sees just what they need.
Automations
Connect with tools like Make, Zapier, or N8N to automate repetitive sales tasks and follow-ups.
Works on any device
Your sales task hub is mobile-ready. Review and update tasks in the office or on the move.
Easy, secure logins
Let your sales team log in with Google, email, or SSO for quick and secure access—no IT intervention needed.
Security
Protect sales data with SOC2 and GDPR compliance and robust access controls at every level.
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AI assistant for sales teams
Let your sales team ask AI for updates, deadlines, or priorities—instantly within your task 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 task management app in minutes with drag-and-drop blocks and templates.
Consolidate your stack
Easily add features like pipeline tracking or reminders as your sales workflows change—no rebuild needed.
Flexible as you grow
Manage tasks, pipelines, and team dashboards—all in one place, with no extra tools or seats to buy.
Build a fully custom sales task management 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 sales task management tool today