Build your own deal forecasting tool, no code
Predict revenue, track pipelines, and score deals in an AI-powered CRM built with AI that you customize to fit your sales workflow.
Tailor your deal forecasting tool to your needs
Customize your deal forecasting setup with the exact stages and views your team needs. Add features as processes evolve—no code needed.
Pipeline stage tracking
AI-powered revenue projections
Lead and contact management
Forecast override approvals
Deal probability scoring
Automated status alerts
Bring all your sales data together in real time
Connect your deal records, lead contacts, and historical performance with real-time sync—or manage everything in Softr Databases. Create a single source of truth for sales.
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 account executives and sales managers tailored dashboards, ensuring representatives see their own deals while managers see the full pipeline.
User groups
Give account executives and sales managers tailored dashboards, ensuring representatives see their own deals while managers see the full pipeline.
Automations
Streamline your sales process with Softr Workflows. Trigger native alerts based on deal status changes or when revenue projections shift to keep your team informed.
Works on any device
Access and update your forecasts on the go. All deal tracking tools are mobile-ready out of the box, ensuring data is updated from the field.
Easy, secure logins
Use Google, email, or SSO logins to give your sales team fast, secure access to deal data—no IT tickets or complex setup needed.
Security
Keep sensitive revenue and deal data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your tool.
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 deal forecasting tool in minutes with AI—no manual setup or complex configuration needed.
Consolidate your stack
Add features like probability scoring, automated alerts, or override approvals as your sales workflows evolve.
Flexible as you grow
Start with a forecasting tool, then add full CRMs, sales dashboards, or lead forms—all in one place.
Generate a fully custom deal forecasting tool 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 deal forecasting tool. No code needed.
Go from idea to a live deal forecasting tool in under an hour. Get started free. No setup time, no dev needed.