Organize leads, track interactions, and optimize sales with a custom management app tailored to your business process and goals.


Set up your lead management process with only the views and steps your team needs. Adjust and grow your setup easily as workflows change—no code required.
Connect spreadsheets, CRMs, and marketing tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your leads.
Give your sales team secure logins, personalized views, and custom dashboards. Manage leads, track progress, and automate workflows in one CRM platform.
Let different team members see just the leads, tasks, or reports relevant to their sales territory or role.
Let different team members see just the leads, tasks, or reports relevant to their sales territory or role.
Connect with email, calendar, or marketing tools to automate lead assignments and follow-ups.
Access your CRM and update lead info on any device, on the go or in the office.
Let your team log in via Google, SSO, or email for quick, secure CRM access without extra IT.
Keep your pipeline data safe with SOC2 and GDPR compliance, plus detailed access controls for your sales team.
Let your team ask AI about leads or deals and get instant answers—right inside your Softr-powered CRM, no extra tools needed.
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.
Build your lead management CRM in minutes using drag-and-drop blocks and ready-made templates.
Add lead assignment, scoring, or email integrations as your sales process evolves—no rebuild needed.
Start with your CRM, then manage leads, deals, and reporting—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.












Lead management software is a centralized platform where your team can track, organize, and manage prospective customers (leads) throughout the entire sales process. It brings together all lead information, interactions, and status updates in one place, making it easy to stay on top of follow-ups and ensure no opportunity falls through the cracks.
Softr makes it straightforward to create lead management software tailored to your team’s workflow. You can connect your existing data—such as lead lists in Airtable, pipelines in HubSpot, or notes in Notion—and set up a system where your team can log in, view lead details, update statuses, and assign tasks, all in one place.
You don’t need to code anything. You can start with a template or build from scratch, customize layouts, control user access, and brand it for your organization. It’s quick to launch, easy to update, and flexible enough to scale as your sales process evolves.
You can build a wide range of features into your lead management software, depending on how your sales team operates. Common features include:
\- User logins – so each sales rep can access their assigned leads
\- Custom dashboards – to track pipeline stages, conversion rates, or activity logs
\- Forms – for adding new leads, updating information, or capturing lead sources
\- File sharing – for uploading agreements, proposals, or supporting documents
\- Search and filters – to help your team quickly find and segment leads
\- Tables, lists, and detail views – to display lead data, notes, tasks, or communications
\- Comments or status updates – to keep all lead-related conversations in one spot
\- Charts – to visualize sales performance, lead sources, or progress
\- Calendar view – for scheduling follow-ups, meetings, or calls
\- Permissions and roles – so team members only see the leads and data they’re supposed to
All of these features are built using Softr’s drag-and-drop blocks, so you don’t need to code. And if your process changes, it’s simple to update the software.
No coding is needed. You can build your lead management software entirely using Softr’s visual editor. Everything from the layout to permissions can be customized without writing a single line of code.
Yes, you can manage multiple leads or sales teams in a single lead management workspace. Each user only sees the leads and data assigned to them, based on their login and role. This is especially useful for organizations handling multiple sales pipelines or managing separate teams within one platform.
Softr supports a broad set of data sources for your lead management needs. 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 import lead data from other sources using the REST API.
You’re not limited to just one. You can integrate multiple data sources into the same lead management system and display them side by side—so, for example, you could see leads pulled from both Airtable and HubSpot in one place. Many sources support real-time, two-way sync, so any updates happen instantly in your software and your data source.
Yes, Softr lets you fully customize how users interact with your lead management software. You can tailor the layout, navigation, and content to fit your team’s workflow and branding. Each section or page can be displayed or hidden based on user roles, so every sales rep or manager sees just what’s relevant to their responsibilities.
You can also set up different roles, such as sales rep, manager, or admin—and define exactly what each can view or edit. For example, sales reps might see only their assigned leads, while managers have access to all lead records. You can even create personalized dashboards and filtered views, so each user gets a focused experience.
This level of customization is especially helpful when managing multiple teams or pipelines, ensuring everyone has a secure and efficient workspace tailored to their needs.
Absolutely. You don’t need to import lead data from another source to get started with Softr for lead management. If you’re starting new, you can use Softr Databases, which are built right into the platform and work seamlessly with your lead tracking and management workflows.
If you already track leads in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. The REST API connector also lets you bring in lead data from other sources. Either way, you’ll have full control over how leads are organized and displayed in your lead management software.
Yes, you can fully white-label your lead management software in Softr. You can use your own logo, brand colors, fonts, and custom domain to make your lead management platform feel like a seamless part of your company. You can also remove all Softr branding, so your team and stakeholders only see your organization’s identity throughout the software.
Absolutely. Softr gives you plenty of flexibility to control the design and layout of your lead management software. You can adjust colors, fonts, spacing, and page structure to match your brand. You choose how each page is organized, decide which blocks go where, and set what different users see when they log in.
To display your leads and related data, you can use different types of blocks depending on your needs:
\- Table blocks – to show lead lists, sales pipelines, or activity tracking
\- List or Card blocks – to highlight lead profiles, upcoming tasks, or team assignments
\- Detail View – to display information about a specific lead or account
\- Forms – for capturing new leads or updating details
\- Charts – to track lead sources or performance metrics
\- Calendar blocks – to manage follow-ups or appointments
If your needs change, it’s easy to update your design in the visual builder whenever you want.
Softr is designed with security as a priority. All data is encrypted in transit (TLS) and at rest, and your lead management software is hosted on secure, reliable infrastructure. Softr apps let you manage who can see or edit information with detailed permissions, user roles, and visibility rules—so only the right team members can access sensitive lead data.
If you connect your software to external data sources like Airtable, Notion, or SQL, Softr doesn’t store your data—it just displays it in real time according to your access settings. You stay in full control of your data and who has access.
Softr also follows industry best practices for authentication, access control, and ongoing monitoring to keep your lead information secure.
You can get started for free. Softr’s Free plan lets you publish one app with up to 10 app users and 2 user groups, and includes support for all standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your lead management software needs to support additional users or advanced features, you can explore Softr's paid plans for more capabilities. Check out the full pricing details here: <https://softr.io/pricing>
Softr is designed to make it easy to build powerful, user-facing apps—like lead management software, CRMs, or internal tools—without writing any code. What makes Softr stand out is how quickly you can go from idea to a working lead management solution, and how seamlessly it connects with your existing data sources.
Unlike some no-code tools that focus on mobile apps (like Glide) or are more developer-centric (like Retool), Softr is made for teams who want full control over layout, user experience, and permissions. You can build on top of real-time data from Airtable, Google Sheets, Softr Databases, or SQL, and create a secure, branded experience for your sales or marketing teams.
Everything is customizable visually—from how your leads are displayed to who can view or update records. With features like user roles, forms, conditional logic, and built-in API support, you don’t have to string together multiple tools to launch an effective lead management system.
Yes, you can. Softr supports a variety of integrations so you can connect your lead management software with the rest of your workflow. You can sync with tools like Stripe for payments, Intercom for chat, and automate processes using Zapier, Make, or N8N. Softr also supports REST API and webhooks for more advanced workflow automation.
Whether you want to send lead data to another system, trigger automations based on user actions, or pull in information from other platforms, you can build it into your lead management software—all without writing code.