Build a CRM for pipeline management with AI
Track leads, manage deals, and visualize your sales funnel in an AI-powered CRM built with AI to fit your specific sales workflow.
Tailor your CRM for pipeline management
Customize your CRM for pipeline management with the exact steps and views your team needs. Add features as processes evolve—no code needed.
Lead capture and intake
Visual deal board tracking
AI-powered deal summaries
Revenue and performance dashboards
Contact and account management
Automated task notifications
Unify your pipeline data in real time
Connect lead sources, deal trackers, and client records with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Custom access for every team. Built-in security.
Give each sales rep the right tools and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give different team members tailored access and dashboards, so managers see high-level revenue while reps focus on their active pipeline.
User groups
Give different team members tailored access and dashboards, so managers see high-level revenue while reps focus on their active pipeline.
Automations
Streamline your sales process with Softr Workflows. Trigger native notifications based on deal status changes or new lead assignments automatically.
Works on any device
Access and update your CRM for pipeline management on the go. Update deal stages and log notes from the field—all apps are mobile-ready.
Easy, secure logins
Use Google, email, or SSO logins to give your sales team fast, secure access to their pipeline—no IT tickets needed.
Security
Keep sensitive sales and lead data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your CRM.
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 pipeline management in minutes with AI—no dev time or complex configuration needed.
Consolidate your stack
Add deal boards, automated notifications, or performance dashboards as your sales needs grow—no rebuild needed.
Flexible as you grow
Start with a pipeline tracker, then add client portals and lead forms—all in one place, with no extra tools.
Generate a custom CRM for pipeline management 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 pipeline management
Describe your sales process. Softr's AI builds your custom CRM for pipeline management in minutes.