Build your own field sales CRM, no code required
Manage leads, track sales, and streamline operations with a customizable CRM tailored to your field sales team's unique workflow.
Customize your CRM around your processes
Build a field sales CRM with only the workflows and views your team needs. Adjust your setup as your sales process changes—no code required.
Lead capture and qualification
Pipeline and opportunity tracking
Activity and meeting logging
Route and visit planning
Document and proposal sharing
Performance and sales reporting
Bring all your sales data together in real time
Connect spreadsheets, CRMs, and sales tools with real-time sync—or manage everything in Softr Databases. Centralize your leads, deals, and performance metrics.
Custom access for every sales role. Secure, no dev time.
Empower field reps, managers, and support teams with tailored CRM access. Set up permissions and mobile-ready tools in minutes—no code required.
Works on any device
Connect with your existing sales tools to automate lead routing, follow-ups, and notifications instantly.
Automations
Connect with your existing sales tools to automate lead routing, follow-ups, and notifications instantly.
User groups
Assign roles for field reps, sales managers, and admins—each gets access to only the data they need.
Advanced permissions
Control who can view, update, or assign leads and deals—down to the record level.
Security
Keep sensitive sales data protected. Softr is fully compliant with SOC2 and GDPR regulations.
Conditional forms
Capture lead info, sales activities, or deal notes using dynamic forms tailored for field sales.
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An AI assistant for field sales
Field reps can ask AI for leads, visit notes, or schedules—answers delivered instantly, right inside your CRM platform.
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 drag-and-drop blocks and ready-made templates.
Consolidate your stack
Add lead tracking, custom workflows, or integrations as your sales team grows—no rebuild required.
Flexible as you grow
Start with your CRM, then add sales dashboards, client forms, or reports—all in one place.
Build a fully custom sales CRM in minutes
Connect to your data in seconds
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.
Customize layout and logic
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.
Publish and launch
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.
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Frequently asked questions
Build your field sales CRM in minutes