Build an upselling and cross selling tracker
Track expansion deals, monitor purchase history, and visualize revenue in an AI-powered CRM built with AI to fit your sales workflow.
Build exactly what your sales team needs
Customize your upselling and cross selling tracker with the exact steps and views your team needs. Add features as processes evolve—no code.
Customer purchase history tracking
Automated expansion deal alerts
AI-powered product recommendations
Expansion pipeline stage management
Revenue growth dashboarding
Team activity logging
Bring all your expansion data together in real time
Connect spreadsheets, CRMs, and customer data with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Custom access for every team. Built-in security.
Give each sales member the right tools and data. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give managers and account executives tailored dashboards, so every role sees the specific revenue targets and activity logs that matter to them.
User groups
Give managers and account executives tailored dashboards, so every role sees the specific revenue targets and activity logs that matter to them.
Automations
Streamline your sales process with Softr Workflows. Trigger native automations for expansion deal alerts to keep your upselling efforts running smoothly.
Works on any device
Access and update your upselling and cross selling tracker on the go. All apps are mobile-ready out of the box for field sales updates.
Easy, secure logins
Use Google, email, or SSO logins to give your sales team fast, secure access to account histories—no IT tickets needed.
Security
Keep sensitive customer revenue data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every 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 expansion tracker in minutes with AI—no manual configuration or developer support needed.
Consolidate your stack
Add pipeline stages, revenue charts, or automated alerts as your strategy evolves—without a full rebuild.
Flexible as you grow
Start with a CRM, then add account portals, dashboards, or sales forms—all in one place with no extra costs.
Generate a custom upselling and cross selling tracker
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 upselling and cross selling tracker
Launch faster with a CRM built for your expansion workflow. Get started for free—no setup time, no dev needed.