Build a CRM for field sales without code
Track leads, log site visits, and manage territories in an AI-powered CRM built with AI to fit your field sales team's mobile workflow.
Tailor your CRM for field sales to your needs
Customize your CRM for field sales setup with the exact lead stages and visit logs your team needs. Add features as processes evolve—no code needed.
Lead and territory tracking
Field activity logging
Pipeline and stage tracking
AI-powered site summaries
Photo and document uploads
Appointment and visit scheduling
Unify your field sales data in real time
Connect lead lists, visit reports, and revenue data from spreadsheets or other systems—or manage everything in Softr Databases. Create a single source of truth for sales.
Custom access for every role. Built-in security.
Let reps, managers, and admins log in to a fully branded CRM. Set up permissions and personalized territory access in minutes—no code needed.
Works on any device
Automate your sales operations with Softr Workflows for lead assignments, status updates, and visit notifications that trigger instantly.
Automations
Automate your sales operations with Softr Workflows for lead assignments, status updates, and visit notifications that trigger instantly.
User groups
Assign roles for field reps, area managers, or admins—each gets access to only the specific territories and leads they need to manage.
Advanced permissions
Control who can view, edit, or delete lead information and sales records—down to the specific detail or field level.
Security
Keep sensitive customer and sales data safe. Softr is fully compliant with SOC2 and GDPR regulations to protect your business info.
Conditional forms
Capture site visit details, photos, or client signatures using flexible form blocks tailored to each specific sales activity.
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 CRM for field sales in minutes with AI—no manual territory setup or complex configuration needed.
Consolidate your stack
Add features like route planning, site photo uploads, or manager approvals as your sales team's needs evolve.
Flexible as you grow
Start with a CRM, then add lead maps, performance dashboards, or forms—all in one place, with no extra tools.
Generate a fully custom CRM for field sales 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 CRM for field sales in minutes
Describe what you need. Softr's AI builds your custom field sales tool in minutes, no dev time needed.