Build a client proposal tracker without code
Track bids, manage feedback, and view pipeline reports in an AI-powered client proposal tracker built with AI to fit your workflow.
Tailor your client proposal tracker to your needs
Customize a client proposal tracker that looks sleek out of the box. Add only the features you need, and iterate as your team's needs evolve.
Secure proposal document portal
Interactive proposal request forms
Proposal stage pipeline tracking
AI-powered bid summaries
Automated client feedback collection
Status change instant notifications
Unify your proposal data in real time
Connect spreadsheets, CRMs, and proposal documents with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Give every user a custom, secure experience.
Give each client and teammate the right views and access in a branded portal. Set up secure logins, user groups, and permissions in minutes.
Easy, secure logins
Softr apps are mobile-ready. Turn your tracker into a downloadable app in one click so you can review proposals and updates on the go.
Works on any device
Softr apps are mobile-ready. Turn your tracker into a downloadable app in one click so you can review proposals and updates on the go.
Automations
Build native automations with Softr Workflows to handle stage changes, client feedback collection, and instant status notifications automatically.
User groups
Provide separate logins for clients and sales reps, and create personalized dashboards that show each user only the proposals relevant to them.
Advanced permissions
Apply rules for different user roles. Customize who can view, edit, or approve proposals, ensuring granular control over your sales pipeline.
Security
Protect confidential client information and bid documents from security threats. Softr is fully compliant with SOC2 and GDPR regulations.
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 client proposal tracker in minutes with AI—no manual configuration or setup needed.
Consolidate your stack
Add features like pipeline tracking, bid summaries, or automated notifications as your needs evolve.
Flexible as you grow
Start with a tracker, then add client portals, dashboards, or shared forms—all in one place.
Generate a custom client proposal tracker with AI
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 client proposal tracker in minutes
Describe what you need. Softr's AI builds your client proposal tracker in minutes.