Manage leads, track interactions, and optimize sales with a customizable CRM tailored to your business workflow and team goals.


Add only the lead tracking views and workflows your team needs. Update and iterate your CRM anytime—so it always fits the way you work.
Connect spreadsheets, CRMs, and marketing tools with real-time sync—or manage everything in Softr Databases. Create a unified source for your lead tracking.
Empower your sales and marketing teams with tailored access and lead management tools. Set up secure logins, user groups, and permissions—no IT required.
Give sales reps and managers customized dashboards, so each role sees only their leads and analytics.
Give sales reps and managers customized dashboards, so each role sees only their leads and analytics.
Connect with tools like Make, Zapier, or N8N to automate lead assignment, notifications, and updates.
Access and update your CRM from anywhere. The platform is mobile-ready for field and remote teams.
Enable Google, email, or SSO logins for fast, secure access—get your team started instantly.
Keep lead and customer data safe with SOC2 and GDPR compliance, plus robust access controls.
Sales teams can ask AI about leads, deal status, or activity insights—all instantly, right inside your CRM portal with Softr.
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.
Launch your lead tracking CRM in minutes with drag-and-drop blocks and ready-made templates.
Add deal stages, assign owners, or track new lead sources as your sales process changes—no rebuild needed.
Start with lead tracking, then add dashboards, emails, or forms—all in one place, no extra tools required.
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.
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.
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.












CRM lead tracking software is a tool designed to help your sales or marketing team organize, monitor, and manage potential customers throughout the sales pipeline. It enables you to capture leads, track their journey from initial contact to conversion, and store all relevant interactions in one secure place. This makes it much easier to stay organized, follow up on opportunities, and ensure no lead falls through the cracks.
Softr makes it straightforward to build CRM lead tracking software tailored to your team’s workflow. You can connect your existing data sources—such as Airtable, HubSpot, Notion, monday.com, SQL, and more—and quickly set up a system where leads are logged, updated, and managed all in one place.
There’s no need for coding. You can start with a template or design from scratch, customize the layout, set permissions for different team members, and brand the software to fit your company’s style. It’s fast to launch, easy to update, and flexible enough to scale as your lead management process evolves.
You can add a range of features to your CRM lead tracking software, depending on how your sales process works. Some common options include:
\- User logins – so each team member can access and update their assigned leads
\- Custom dashboards – to display pipeline stages, conversion rates, and key metrics
\- Forms – for lead capture, qualification, or adding notes
\- File sharing – store and access contracts, proposals, or supporting documents
\- Search and filters – to find leads by status, owner, or other criteria
\- Tables, lists, and detail views – to manage and review lead information
\- Comments or status updates – for tracking communication and next steps
\- Charts – to visualize sales performance and conversion trends
\- Calendar view – to keep track of follow-ups, meetings, or deadlines
\- Permissions and roles – so different team members see only what they need
All of these features are built using Softr’s drag-and-drop editor, so you won’t need to code. And if your process changes, you can easily update your software as you go.
No coding is required. You can build your CRM lead tracking software entirely with Softr’s visual editor. Everything from the layout to user permissions can be customized without writing a single line of code.
Yes, you can manage multiple sales teams or client accounts within the same crm lead tracking software. Each user sees only the leads, opportunities, or data assigned to them, based on their login and role. This setup is especially useful for sales managers, agencies, or organizations that handle multiple pipelines or client portfolios at once.
Softr supports a wide array of data sources for your crm lead tracking software. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also pull in data from other sources using the REST API.
You’re not limited to just one data source. You can integrate multiple platforms into your crm and display them together—for example, showing leads from both Airtable and HubSpot in the same system. Most data sources support real-time, two-way sync, so updates in your crm or the original tool are always reflected everywhere.
Yes, Softr gives you full control over how users experience your crm lead tracking software. You can customize the layout, navigation, and content to fit your sales process and branding. Each section or page can be shown or hidden based on who’s logged in, ensuring every sales rep or manager only sees what’s relevant to them.
You can also define user roles, such as sales rep, manager, or admin, and set exactly what each role can view or edit. For example, individual reps might see only their own leads and tasks, while managers have access to all pipelines and reports. You can also create personalized dashboards by filtering data for each user, keeping the experience streamlined and secure for everyone involved.
Yes, you can. You don’t need existing data to get started with your crm lead tracking software on Softr. If you’re starting from scratch, you can use Softr Databases, which are built into the platform and work seamlessly with your lead tracking setup.
If you have existing lead or contact data in platforms like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. You can even use the REST API connector to pull in data from other sources. Either way, you have full control over how your leads and sales data are structured and displayed in your crm.
Yes, you can fully white-label your crm lead tracking software in Softr. You can use your own logo, brand colors, fonts, and custom domain to make the software feel like a true extension of your company. All Softr branding can be removed, ensuring that your team and users only see your organization’s identity throughout the entire experience.
Absolutely. Softr gives you plenty of flexibility to customize the design and layout of your crm lead tracking software. You can adjust colors, fonts, spacing, and page structure to match your brand identity. Plus, you control the structure of each page, choose which blocks go where, and decide what different users see when they log in.
To display your CRM data, you can add these types of blocks depending on your needs:
\- Table blocks – to show structured data like leads lists, sales pipelines, or activity logs
\- List or Card blocks – to highlight things like lead profiles, rep assignments, or key contacts
\- Detail View – to display information about a specific lead or opportunity
\- Forms – for entering new leads or updating records
\- Charts – to visualize sales metrics or conversion rates
\- Calendar blocks – to display follow-up dates or scheduled calls
If your design or data needs change, it’s simple to update everything directly in the Softr visual builder.
Softr is designed with security as a top priority. All crm lead tracking data is encrypted both in transit (TLS) and at rest, and your apps are hosted on secure, reliable infrastructure. With Softr, you have full control over who can access or edit lead information using role-based permissions, direct user management within your data source, visibility rules, and app-wide restrictions to keep sensitive sales data protected.
If you connect to external data sources like Airtable, Notion, or SQL, Softr doesn’t store your data—it displays it in real time according to your access permissions. You remain in control of who can view or modify your CRM records.
Softr also follows best practices for authentication, access controls, and continuous platform monitoring to help ensure your data stays safe.
You can start building your crm lead tracking software for free. Softr’s Free plan allows you to publish one app with up to 10 app users and 2 user groups, and you get support for all standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If you need more users or advanced features for your CRM, you can explore the paid plans here: <http://softr.io/pricing>
Softr is built to let you create robust, user-facing apps—like crm lead tracking software, client portals, or internal tools—without any coding or the need to rely on developers. Its biggest strengths are how quickly you can turn an idea into a working CRM, and how seamlessly it connects with your existing data sources.
Unlike no-code platforms that focus on mobile apps (like Glide) or more developer-centric tools (like Retool), Softr is made for non-technical teams who want full control over layout, user experience, and permissions. You can build your crm lead tracking software directly on top of real-time data from Airtable, Google Sheets, Softr Databases, or SQL, all while offering a secure, branded experience for your sales team.
Softr lets you visually customize everything—from content and design to what each user can see. With built-in support for user roles, forms, conditional display rules, and APIs, you don’t need to stitch together multiple tools to create a professional CRM.
Yes! Softr provides a wide range of integrations so you can connect your crm lead tracking software to other tools in your workflow. You can automate tasks or sync data using Zapier, Make, and N8N, and integrate with services like Stripe for payments or Intercom for communications. Softr also features REST API and webhook support for even more advanced automation.
Whether you want to push lead data to another system, trigger automations when a new lead is added, or display information from external sources, you can seamlessly build it into your crm lead tracking software without writing code.