Build your own lead tracking portal, no code required
Track prospects, manage pipelines, and score deals in an AI-powered portal built with AI to fit your sales team's unique lead workflow.
Build exactly what your sales team needs
Customize your lead tracking portal setup with the exact steps and views your team needs. Add features as processes evolve—no code needed.
Lead capture and intake
Pipeline stage management
AI-driven lead scoring
Conversational data queries
Automated status alerts
Partner deal registration
Unify your lead tracking data in real time
Connect lead sources, deal records, and partner data from multiple tools—or manage everything directly in Softr Databases. Create one integrated system for tracking.
Give every user a custom, secure experience.
Give each user the right views and access in a fully branded portal. Set up secure logins, user groups, and permissions in minutes.
Easy, secure logins
Softr apps are mobile-ready by default. Turn your portal into a downloadable app in one click so reps can track leads from the field.
Works on any device
Softr apps are mobile-ready by default. Turn your portal into a downloadable app in one click so reps can track leads from the field.
Automations
Build native automations with Softr Workflows to handle lead notifications, status updates, and scoring sync automatically whenever records change.
User groups
Provide separate logins for internal reps and external partners, and create personalized lead dashboards for each specific user.
Advanced permissions
Apply rules for different user groups. Customize who sees which leads, and which deal stages they can update, at even the most granular level.
Security
Protect sensitive prospect information from security threats. Softr is fully compliant with SOC2 and GDPR regulations.
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 lead tracking portal in minutes with AI—no manual setup or complex configuration needed.
Consolidate your stack
Add pipeline views, deal scoring, or partner dashboards as your sales workflows evolve—no rebuild needed.
Flexible as you grow
Start with a portal, then add team dashboards, lead forms, or CRM tools—all in one place, with no extra tools.
Generate a fully custom lead tracking portal 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 lead tracking portal. No code needed.
Describe what you need. Softr's AI builds your custom CRM portal in minutes.