Create a custom upselling and cross selling tracker
Monitor sales trends, optimize strategies, and boost revenue with a no-code tool tailored to your business needs and goals.
Customize your tracker around your processes
Set up your upselling and cross selling tracker with only the features and views your team needs. Adapt as your sales process changes—no code required.
Opportunity tracking
Pipeline stage management
Product and service catalog
Customer notes and history
Automated reminders and tasks
Performance analytics dashboard
Bring all your sales data together in real time
Connect spreadsheets, CRMs, and sales platforms with real-time sync—or manage everything in Softr Databases. Create a unified source for tracking upsells and cross-sells.
Custom access for every sales team. Secure, no dev time.
Empower your sales team with a tailored CRM to track upselling and cross selling opportunities. Set up roles, permissions, and automations with ease.
Advanced permissions
Assign specific access and dashboards for sales reps, account managers, and leadership—so each role sees relevant pipeline data.
User groups
Assign specific access and dashboards for sales reps, account managers, and leadership—so each role sees relevant pipeline data.
Automations
Connect your CRM with tools like Make, Zapier, or N8N to automatically update deal stages and trigger follow-ups.
Works on any device
Track deals, update opportunities, and access your CRM from any device—mobile-ready out of the box.
Easy, secure logins
Enable fast, secure access for your team with Google, email, or SSO logins—no IT help required.
Security
Keep sales and customer data secure with SOC2 and GDPR compliance, plus advanced access controls.
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AI assistant for your sales team
Sales teams can ask AI for upsell or cross-sell ideas—quick answers and insights right in your CRM, 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 upselling and cross selling tracker CRM in minutes with drag-and-drop blocks and templates.
Consolidate your stack
Add new deal stages or sales insights as your upselling and cross selling processes change—no rebuild needed.
Flexible as you grow
Track upsells, cross-sells, and customer data in one CRM—no need for extra tools or spreadsheets.
Build a fully custom upselling and cross selling tracker 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 upselling and cross selling tracker