Why sales teams love Softr
Forget rigid CRMs and clunky spreadsheets. Softr gives you the flexibility to build sales tools that match your processes and adapt with you.
Build and launch fast, without waiting on devs
Create internal tools, dashboards, or custom CRMs without code. Start from scratch with drag-and-drop blocks or choose from dozens of business app templates.
Works with your existing data stack
Connect Airtable, Google Sheets, HubSpot, Notion—or one of 15+ data sources—and manage your pipeline, leads, and accounts in one place. No migration or complex set needed.
Cut costs by consolidating tools
Build everything from lead capture forms to sales handoff portals with one platform. Replace overpriced licenses and per-seat costs with a system that flexes to fit your team.
Bring all your data and tools together in real time
Connect to any data source with 15+ native integrations, including Airtable, HubSpot, Notion, Google Sheets, and more—or use Softr’s built-in databases to manage your data and power your apps.
How sales teams use Softr
Track leads and deals in real time
Replace manual tracking with live dashboards and CRMs built around your pipeline. Surface the right data for every rep, deal, or region, fast.
Sales CRMs
Build a flexible CRM tailored to your operations, complete with lead capture forms for a smooth flow of information.
Pipeline trackers
Visualize every stage of your funnel in a single dashboard view that pulls from real-time data.
Performance dashboards
Track deals and sales team performance with dynamic chart blocks and embedded reports from other tools.
Equip your team with the right resources
Give your sales team fast access to the materials they need to close more deals. Organize sales content or training in one searchable, permission-based hub.
Sales enablement libraries
Store pitch decks, pricing sheets, one-pagers, battlecards, and playbooks in one secure spot.
Demo request forms
Create branded request forms and landing pages that route leads to the right sales reps.
Training hubs
Build a lightweight learning management system to onboard and train your sales team.
Support every account post-sale
Don’t stop at the close. Build portals that help onboard, manage, and grow customer accounts, with access controls and automations built in.
Client onboarding hubs
Guide new customers through onboarding, so they have a smooth, personalized experience right away.
Account management dashboards
Track activity, renewals, and key relationships in one view, powered by real-time data.
Feedback and success trackers
Collect post-sale insights and monitor account health with surveys and pulse checks for customers.
Deliver professional sales software that scales with your team
Easy, secure logins
Get login, signup, and password reset pages out of the box, so you don’t have to build them yourself.
Works on any device
Turn your sales tools into downloadable mobile apps with Softr’s PWA—no extra design work needed.
Automations
Streamline approvals, notifications, and asset sharing with automated workflows using Zapier and Make.
Advanced permissions
Customize who sees what, and which actions they can take, even at the most granular level.
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Embeds & reporting
Embed reports from external tools inside your app, so teams can see relevant metrics without context switching.
Security
Keep data safe. Softr is compliant with SOC2 and GDPR regulations, ensuring secure access to confidential documents.
Go from zero to app, incredibly fast
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.
