Build your own lead tracking portal, no code required
Track leads, monitor progress, and enhance conversions with a custom portal tailored to your sales team's workflow and objectives.
Build exactly what your team needs
Customize your lead tracking portal with just the views and steps your team works with. Easily adapt and add features as your process evolves.
New lead capture
Lead status management
Notes and activity logs
Assign leads to team members
Automated email notifications
Lead analytics and reporting
Bring all your lead data together in real time
Connect spreadsheets, CRMs, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your leads.
Give every user a custom, secure CRM experience.
Easily track leads, manage contacts, and assign permissions in a fully branded CRM portal. Set up secure logins and user groups in minutes.
Easy, secure logins
Your CRM portal is mobile-ready by default. Access and manage leads on desktop or mobile effortlessly.
Works on any device
Your CRM portal is mobile-ready by default. Access and manage leads on desktop or mobile effortlessly.
Automations
Connect with your sales tools to automate follow-ups, reminders, and data syncs—no manual work needed.
User groups
Provide different logins for sales, marketing, or admin teams—each with personalized dashboards and access.
Advanced permissions
Set granular rules for different user roles. Customize who can view, edit, or assign leads at every level.
Security
Protect client and lead information. Softr ensures SOC2 and GDPR compliance for all your CRM data.
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An AI assistant for sales teams
Let sales teams ask AI about leads, status, or contacts. Get quick, accurate answers right inside your CRM portal with Softr.
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
Launch your lead tracking portal in minutes with drag-and-drop blocks and CRM templates.
Consolidate your stack
Add features like pipeline stages, contact records, or automations as your sales process changes.
Flexible as you grow
Start with your CRM, then add lead forms, dashboards, or reporting—all in one place, no extra tools.
Build a fully custom lead tracking portal 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 lead tracking portal quickly