Build a pipeline management CRM in minutes
Track deals, manage leads, and visualize sales performance in an AI-powered pipeline management CRM you customize to fit your workflow.
Build exactly what your sales team needs
Customize your pipeline management CRM setup with the exact steps and views your team needs. Add features as processes evolve—no code needed.
Lead capture & registration
Deal stage pipeline tracking
Account & contact management
Sales performance dashboards
AI-powered deal insights
Task & follow-up scheduling
Bring all your deal data together in real time
Connect spreadsheets, CRMs, and project trackers with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your sales business.
Custom access for every team. Built-in security.
Give each teammate the right tools and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give different sales reps tailored access and dashboards, so each role sees just the pipeline and accounts they need.
User groups
Give different sales reps tailored access and dashboards, so each role sees just the pipeline and accounts they need.
Automations
Streamline your sales processes with Softr Workflows. Trigger native automations for deal stage changes or new lead notifications to keep operations running.
Works on any device
Access and update your pipeline management CRM on the go. All apps are mobile-ready out of the box for teams in the field.
Easy, secure logins
Use Google, email, or SSO logins to give your team fast, secure access to customer data—no IT tickets needed.
Security
Keep sales and contact data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every stage of the pipeline.
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 pipeline management CRM in minutes with AI—no manual configuration or complex setup needed.
Consolidate your stack
Add features like lead scoring, automated follow-ups, or custom dashboards as your team grows—no rebuild needed.
Flexible as you grow
Start with a CRM, then add partner portals, team dashboards, or lead forms—all in one place with no extra tools.
Generate a fully custom pipeline management CRM 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
Launch your pipeline management CRM today
Describe what you need. Softr's AI builds your custom CRM in minutes without code.