Describe your leads and deals, get a sales pipeline tracker with permissions and follow-up logic for sales teams.


Choose the views and workflows your pipeline needs today, then adapt them as deal stages, qualification rules, and follow-ups change over time.





Manage deal data in Softr Databases, or connect Airtable, Notion, Google Sheets, or CRM systems with real-time two-way sync for one source of truth.
Give sales teams the right views and access. Set up secure logins, user groups, and granular permissions for leads, deals, and forecasts.
Give sales reps, managers, and leaders tailored views, so each role sees the leads, deals, and metrics it needs.
Give sales reps, managers, and leaders tailored views, so each role sees the leads, deals, and metrics it needs.
Trigger reminders, stage updates, and follow-up tasks with Softr Workflows when a lead or deal record changes.
Review lead capture, update deal stages, and check pipeline dashboards from any device, with mobile-ready access by default.
Use email, Google, or SSO logins to give sales teams fast access to lead and deal records.
Keep lead and deal data protected with TLS encryption, SOC 2 Type II compliance, and granular access control.
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.

Describe your lead stages and follow-ups. Softr generates the tracker and logic in minutes.

Add qualification rules, reminders, and dashboards as your pipeline changes, without starting over.

Bring lead capture, deal tracking, and pipeline reporting into one CRM, instead of scattered tools.
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.
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.




A sales pipeline tracker is a secure workspace where sales representatives, managers, and revenue leaders log in to manage opportunities from first contact to closed deal. It brings together lead profiles, account details, deal values, next steps, follow-up dates, meeting notes, and stage updates. Instead of searching through email threads and spreadsheets, the team gets one current view of every opportunity, who owns it, and what needs to happen next.
Sales teams get a clearer view of revenue work without waiting for a lengthy CRM implementation. Softr is an AI app builder for business software: describe your sales stages, opportunity fields, and follow-up process in plain language, and it generates the database, pages, and logic, already connected and secure, with no code at any point. You can also start from a CRM template or build from scratch. Use Softr Databases, or connect tools such as Airtable, Google Sheets, or HubSpot. Visual editing lets you control the opportunity layout, decide what account executives and managers see, and apply your company logo, colors, and fonts.
You can shape the tracker around the way your sales team actually works:
- Ask AI lets representatives ask questions such as which opportunities have had no activity in 14 days. Database AI Agents can classify lead quality or enrich account records.
- A Vibe Coding block can create a custom weighted-pipeline widget showing deal value by stage and close date.
- Softr Workflows can notify an account executive when a new lead is assigned, or create a follow-up task when a deal changes stage.
- Login controls and permissions ensure representatives see assigned opportunities while sales managers can review team results.
- Forms support lead intake, meeting notes, file uploads, and conditional questions based on deal stage.
- Dashboards and charts can show win rate, pipeline value, and forecast by owner.
- Lists, filters, tables, kanban boards, and detail views make accounts and opportunities easy to manage.
Everything uses drag-and-drop blocks and remains editable later.
Describe the sales stages, opportunity fields, account-owner rules, and follow-up process you need, and Softr's AI builds the tracker from plain-language instructions. The result runs on a stable, secure foundation rather than raw code that your team must maintain after launch. Authentication, database logic, and security handle the boring 80%, so a broken stage transition or forgotten permission does not become a Day Two problem for sales operations. When you use a Vibe Coding block for a custom forecast panel or deal-health indicator, every prompt and edit is versioned. If a change disrupts opportunity views or manager reporting, you can roll it back instead of trying to repair the prompt.
Yes. One app can support several sales groups while each user sees only the opportunities and accounts assigned to their role. For example, regional account executives can manage their own deals, while sales managers review team pipelines and revenue operations maintains stage definitions and reporting across departments.
A spreadsheet is not required to get started. Softr Databases is built into the platform, so you can create tables for accounts, contacts, opportunities, activities, and sales stages before importing anything. If your records already live in a spreadsheet or another system, you can connect Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, with the REST API connector available for other sources. In either setup, you decide how opportunity fields are structured and how account executives see them.
Softr Databases is the recommended starting point for a sales pipeline tracker. It is a native relational source built for business apps, offering high performance, instant automation triggers, and fast access because the opportunity and account data is native to Softr. Softr also connects to 21+ external sources, including Airtable, Google Sheets, HubSpot, SmartSuite, and BigQuery. One tracker can draw on several sources at once, such as contacts from HubSpot and activity records from Google Sheets. Most integrations support real-time two-way sync, so sales representatives can work with current deal stages and account updates.
Sales operations can control the layout, navigation, and content for every role. For example, an account executive may view and edit assigned opportunities, contacts, and next steps, but not alter forecast rules or another representative's deals. A sales manager can see the full regional pipeline, update opportunity stages, and review forecast charts, while administrative settings remain restricted. Pages and blocks can be shown or hidden by login, and views can filter records by the logged-in owner. Softr's built-in preview lets you open the tracker as each user group before launch, so you can confirm access without creating test accounts.
Yes. Apply your company's logo, brand colors, fonts, and custom domain, then remove Softr branding. That gives account executives, sales managers, and leadership a tracker that fits the rest of your internal sales tools and reporting experience.
You can adjust colors, fonts, spacing, page structure, and the information each sales role sees after login. Common blocks can map directly to pipeline work:
- **Table:** compare opportunity owners, deal values, stages, and close dates.
- **List or Card:** scan accounts and prioritize follow-ups.
- **Detail View:** open a complete opportunity record with contacts, notes, and activity history.
- **Forms:** capture new leads, qualification details, and meeting outcomes.
- **Charts:** show pipeline value, win rates, and forecast totals by sales representative.
- **Calendar:** track demos, renewal meetings, and follow-up calls.
You choose where each block sits and can keep refining the tracker later in the visual builder.
Sales pipeline records often include sensitive deal values, customer contacts, pricing notes, and renewal information, so access needs to follow sales roles closely. Softr encrypts data in transit with TLS and at rest on secure infrastructure. Role-based permissions, visibility rules, global restrictions, and users managed in your data source help limit who can view or edit opportunities. With Softr Databases, records remain in Softr's secure environment, hosted in Europe in Germany, and the database is SOC 2 Type II compliant. When you use an external source, Softr stores nothing and displays live account and opportunity data according to your access settings. Authentication, access control, and monitoring follow industry best practices.
A sales pipeline tracker can be production-ready when real account executives use it to update opportunities, managers rely on its forecast, and missed records affect revenue decisions. Softr builds on a stable business-grade foundation instead of generating fragile custom code that is difficult to secure or maintain. Authentication, secure hosting, and granular permissions are handled natively, reducing the Day Two risk of broken access rules or unreliable deal views. You can move from an AI-generated first version to a working tracker for real users, then refine its stages, reports, and follow-up workflows visually as the sales process changes.
Pure vibe coding tools generate custom code that can leave sales teams with fragile opportunity logic and difficult maintenance. Traditional no-code tools often require manual configuration before account records, deal stages, and permissions work together. Softr takes a hybrid approach: describe the sales process and it generates the database, app, and logic in minutes, then refine the pipeline visually. Authentication, roles, permissions, and hosting are already part of the business-grade foundation, so non-technical revenue teams can move from an initial pipeline to production without rebuilding the basics. Softr apps are also agent-ready through MCP. A logged-in sales user can operate the tracker through an AI assistant, but only within the same opportunity views and actions allowed by their existing permissions. There is no second permission model to audit.
Start with a workflow that saves sales operations time, such as assigning a new lead to the right account executive and notifying them when the record is ready for contact. Softr Workflows can automate tasks inside the tracker when an opportunity changes stage or a representative clicks a button. The app can also sync with tools such as Stripe and Intercom, display records from other systems, and send data outward. REST API connections and webhooks cover advanced cases, including triggering an external automation after a deal is marked closed won. These workflows do not require code.
Describe your pipeline. Get a working CRM in minutes, with no raw code to maintain.