Build pipeline management CRM, no code required
Track leads, manage opportunities, and close deals with a customizable CRM tailored to your sales team's unique workflow and goals.
Customize your pipeline management CRM
Set up your CRM with only the views and workflows your team needs. Adapt and expand your pipeline as your processes evolve—no coding required.
Lead capture and qualification
Pipeline stage tracking
Contact and company management
Activity and task logging
Team collaboration and permissions
Reporting and dashboard views
Bring all your pipeline data together in real time
Connect spreadsheets, CRMs, and project management tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your pipeline.
Custom access for every sales team. Built-in security, no dev time.
Give sales reps, managers, and admins the right CRM access. Set up secure logins, user groups, and granular permissions—no IT support needed.
Advanced permissions
Create separate access and dashboards for each sales role—so users see only their accounts and opportunities.
User groups
Create separate access and dashboards for each sales role—so users see only their accounts and opportunities.
Automations
Connect with tools like Make, Zapier, or N8N to automate pipeline updates, follow-ups, and reminders.
Works on any device
Access and manage your pipelines from anywhere. The CRM is mobile-ready out of the box.
Easy, secure logins
Let your team log in securely with Google, email, or SSO—no extra IT support required.
Security
Protect your CRM data with full SOC2 and GDPR compliance, plus robust access controls at every level.
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An AI assistant for sales teams
Sales teams can ask AI for deal status, pipeline insights, and next steps—all answered instantly within your CRM system.
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 pipeline management CRM in minutes using drag-and-drop blocks and templates.
Consolidate your stack
Add custom stages, fields, or automations as your pipeline changes—no starting over required.
Flexible as you grow
Manage deals, contacts, and internal workflows in one CRM—no extra seats or separate tools needed.
Build a fully custom pipeline management 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 pipeline management CRM today