Build a cross sell opportunity tracker with AI
Manage pipelines, track upsells, and view whitespace in an AI-powered CRM built with AI to fit your account team's workflow.
Build exactly what your team needs
Customize a CRM that looks sleek and modern out of the box. Add only the features you need, and iterate as your team's workflows evolve.
Account whitespace analysis
AI-suggested upsell leads
Expansion pipeline management
Automated opportunity alerts
AI-powered account queries
Team activity tracking
Unify your account data in real time
Connect spreadsheets, CRMs, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your sales team.
Custom access for every team. Built-in security.
Give each teammate 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 each account manager sees just what they need.
User groups
Give different team members tailored access and dashboards, so each account manager sees just what they need.
Automations
Streamline expansion workflows. Trigger native automations for upsell alerts or account queries to keep sales operations moving.
Works on any device
Access and update your opportunity tracker on the go. All apps are mobile-ready out of the box for your field reps.
Easy, secure logins
Use Google, email, or SSO logins to give your team fast, secure CRM access—no IT tickets needed.
Security
Keep internal account data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level.
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 in minutes with AI. No dev time or complex configuration needed—just describe what you need.
Consolidate your stack
Add features like automated alerts, reporting, or expansion pipelines as your needs evolve—no rebuild needed.
Flexible as you grow
Start with a CRM, then add dashboards, forms, or internal tools—all in one place, with no extra seats to buy.
Generate your cross sell opportunity 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 cross sell opportunity tracker
Launch faster with a tool built for your workflow. Describe what you need, and Softr's AI builds it in minutes.