Build your own CRM for pipeline management, no code required
Organize leads, track progress, and optimize sales with a customizable CRM tailored to your pipeline management needs and workflow.
Customize your CRM around your processes
Set up your pipeline stages, views, and workflows exactly as your team needs. Add or adjust features anytime as your sales process evolves—no code required.
Lead capture and entry
Pipeline stage tracking
Task assignments and reminders
Contact and company management
Notes and activity logging
Pipeline reporting and analytics
Manage your sales pipeline data in real time
Connect spreadsheets, CRMs, and project management tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your sales process.
Custom access for every team. Built-in security, no dev time.
Equip your sales and ops teams with secure access and tailored tools. Set up logins, groups, and granular permissions for CRM pipeline management in minutes.
Advanced permissions
Give sales reps, managers, and execs tailored dashboards with only the pipeline and deal info they need.
User groups
Give sales reps, managers, and execs tailored dashboards with only the pipeline and deal info they need.
Automations
Connect your CRM to other tools and automate follow-ups, lead assignments, and status updates—no manual work required.
Works on any device
Update your CRM pipeline from desktop or mobile. All features are mobile-ready out of the box.
Easy, secure logins
Enable secure access for your team with Google, email, or SSO—no IT support required.
Security
Keep deal and customer data protected with SOC2 and GDPR compliance, plus fine-tuned access controls.
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AI assistant for your sales team
Sales teams can ask AI for pipeline updates or deal insights—instant answers, built right into your Softr CRM workspace.
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
Launch your pipeline management CRM in minutes with ready-made templates and drag-and-drop blocks.
Consolidate your stack
Add stages, automate follow-ups, or adjust workflows as your sales pipeline changes—no rebuild needed.
Flexible as you grow
Start with pipeline management, then add contact forms or reporting tools—all in one place, no extra seats.
Build a fully custom crm for pipeline management in minutes
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.
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Frequently asked questions
Build your CRM for pipeline management today