Build your own upsell tracking tool, no code required
Monitor sales opportunities, enhance customer engagement, and boost revenue with a customizable tool tailored to your business needs.
Customize your upsell tracking to your needs
Set up an upsell tracking tool that fits your team. Add just the features and views you need now, and adapt as your sales process changes.
Deal pipeline management
Customer account overview
Upsell activity logging
Revenue and quota tracking
Automated email follow-ups
Custom report generation
Bring all your upsell data together in real time
Connect spreadsheets, CRMs, and sales platforms with real-time sync—or manage everything in Softr Databases. Create a single source of truth for upsell tracking.
Custom access for every team. Built-in security, no dev time.
Empower your sales and marketing teams with the right CRM access. Set up secure logins, user groups, and permissions—no IT needed.
Advanced permissions
Tailor CRM dashboards for sales reps, managers, or marketing teams—so everyone sees only the data they need.
User groups
Tailor CRM dashboards for sales reps, managers, or marketing teams—so everyone sees only the data they need.
Automations
Connect with platforms like Make, Zapier, or N8N to automate follow-ups, deal status updates, and more.
Works on any device
Access and update your CRM on the go. All apps are mobile-ready and work across devices.
Easy, secure logins
Let your team sign in securely with Google, email, or SSO—no IT tickets or extra setup required.
Security
Keep your customer and deal data protected with SOC2 and GDPR compliance, plus role-based access controls.
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Put AI to work for sales teams
Sales teams get instant answers on upsell opportunities and client data, right inside your CRM—no extra tools needed.
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 upsell tracking CRM in minutes with ready-made templates—no dev time required.
Consolidate your stack
Add fields for new upsell stages or automate follow-ups as your sales process changes.
Flexible as you grow
Track upsells alongside deals, contacts, and reports—all in one CRM, no extra tools needed.
Build a fully custom upsell tracking 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