Build your own field sales CRM, no code required
Track visits, manage territories, and log sales in an AI-powered field sales CRM built with AI to fit your team's unique field workflow.
Tailor your field sales CRM to your needs
Customize your field sales CRM setup with the exact steps and views your team needs. Add features as processes evolve—no code needed at all.
Lead pipeline and stage tracking
Mobile field visit logging
Territory and contact management
AI-powered sales insights
Document and contract storage
Appointment and route scheduling
Unify your field sales CRM data in real time
Connect lead pipelines, visit logs, and contract data from multiple systems—or manage everything in Softr Databases. Create a single source of truth for your field team.
Custom access for every role. Built-in security.
Let sales reps, managers, and partners log in to a fully branded field sales CRM. Set up permissions and personalized access in minutes—no code needed.
Works on any device
Streamline operations with Softr Workflows for visit follow-ups, pipeline stage updates, and management alerts that trigger instantly.
Automations
Streamline operations with Softr Workflows for visit follow-ups, pipeline stage updates, and management alerts that trigger instantly.
User groups
Assign roles for field reps, regional managers, or admins—each user gets access only to the territories and data they need.
Advanced permissions
Control who can view, edit, or delete leads—down to the individual field level—to keep your CRM data organized and secure.
Security
Keep sensitive customer and contract data safe. Softr is fully compliant with SOC2 and GDPR regulations for enterprise-level security.
Conditional forms
Capture visit notes, lead details, or signatures using flexible form blocks that adapt based on the sales stage or task at hand.
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 field sales CRM in minutes with AI—no dev time or complex configuration needed for your mobile team.
Consolidate your stack
Add features like route scheduling, visit logs, or contract storage as your sales processes evolve—no rebuild needed.
Flexible as you grow
Start with a CRM, then add lead dashboards, visit forms, or internal tools—all in one place, with no extra tools.
Generate a fully custom field sales CRM 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
Generate your field sales CRM with AI — for free
Go from idea to a live field sales CRM in under an hour. Get started free. No setup time, no dev needed.