Streamline sales processes, monitor performance, and enhance efficiency with a custom ERP solution tailored to your business needs.


Build a sales ERP with just the views and features your team needs. Adapt and iterate your setup as your sales workflows evolve—no code required.
Connect spreadsheets, ERPs, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your sales processes.
Empower your sales, finance, and management teams with the right tools and permissions in a secure ERP. Set up logins and roles without IT help.
Provide tailored dashboards and access for sales reps, managers, and admins—so each team member sees just what they need.
Provide tailored dashboards and access for sales reps, managers, and admins—so each team member sees just what they need.
Connect your ERP with tools like Make, Zapier, or N8N to automate sales pipeline updates and order processing.
Access and update your ERP on the go. All apps are mobile-ready by default, for your field or office teams.
Team members log in securely via Google, email, or SSO. Fast, secure access—no IT tickets needed.
Keep your sales and business data protected with SOC2 and GDPR compliance, plus robust access controls.
Help sales teams get instant answers on deals, contacts, or forecasts—all within your ERP, with AI built right into Softr.
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.
Get your sales ERP up and running fast with drag-and-drop blocks and ready-made templates.
Easily add sales pipelines, manage orders, or adjust workflows as your team grows—no rebuilds needed.
Combine CRM, sales dashboards, order tracking, and more—all in one ERP, with no extra tools.
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.












A sales ERP is a platform where your sales team can manage leads, track orders, view inventory, monitor performance, and handle customer communications—all in one secure space. Instead of juggling spreadsheets or disconnected tools, the sales ERP keeps all your sales data and workflows organized, making it easier to stay on top of every deal and opportunity.
Softr makes it simple to create a sales ERP that fits your team’s unique sales process. You can connect your existing data sources—like Airtable, Hubspot, Notion, monday.com, SQL, and more—and set up a workspace where your sales team can log in, see real-time updates, manage opportunities, and access key information from a single dashboard.
There’s no need to code. You can start from a template or build your own setup, customize layouts, define permissions, and brand the platform for your organization. It’s quick to launch, easy to update, and flexible enough to grow as your sales operation evolves. Everything is designed to keep your team organized and focused on closing deals.
You can add a wide variety of features to your sales ERP, depending on how your sales process works. Some of the most common include:
\- User logins – so each sales rep can access their own leads and accounts
\- Custom dashboards – to display pipeline status, sales targets, or key performance metrics
\- Forms – for lead capture, order intake, or internal requests
\- File sharing – to store and send proposals, contracts, or other critical documents
\- Search and filters – to help reps quickly find leads, orders, or customer records
\- Tables, lists, and detail views – to manage contacts, opportunities, or inventory
\- Comments or status updates – to keep all team communication in one place
\- Charts – for visualizing pipeline progress, conversions, or revenue
\- Calendar view – for tracking appointments, follow-ups, or key milestones
\- Permissions and roles – ensuring each user sees only the data relevant to their role
You can create and update all these features using Softr’s drag-and-drop editor, so you don’t need to write any code. If your process changes, you can adjust your sales ERP anytime.
No coding is required. You can build your entire sales ERP using Softr’s visual editor. Everything from layouts to user roles can be customized without writing a single line of code.
Yes. You can manage multiple customers or sales teams in a single sales erp. Each user only sees the content and data assigned to them, based on their login and role. This is particularly valuable for sales organizations, distributors, or any company coordinating multiple accounts or teams.
Softr supports a wide range of data sources for your sales erp. 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 bring in data from other sources using the REST API.
You’re not limited to just one. You can integrate multiple data sources into the same sales erp and display them side by side—so your ERP can pull in sales, inventory, and customer data from different places at once. Most sources support real-time, two-way sync, so any changes in your app or data source stay in sync automatically.
Yes, Softr gives you full control over how users experience your sales erp. You can customize the layout, navigation, and content to match your brand and sales processes. Each page or block can be shown or hidden based on who’s logged in, so every sales rep or manager sees only what’s relevant to them.
You can also set up different user roles, such as sales rep, sales manager, or admin—and define exactly what each role can view or edit. For example, sales reps can see only their own leads and deals, while managers can oversee all activity. You can also create personalized dashboards by filtering data based on the logged-in user.
This level of customization is especially useful when you’re managing multiple teams, territories, or product lines in the same sales erp. It helps keep the experience streamlined, secure, and tailored to each user.
Yes, you can. You don’t need to bring your data from somewhere else to start building your sales erp with Softr. If you’re starting from scratch, you can use Softr Databases, which are built into the platform and integrate perfectly with any workflow you create.
But if you already have data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. You can also use the REST API connector to bring in data from other sources. Either way, you have full control over how your sales data is structured and displayed in your ERP.
Yes, you can fully white-label your sales erp in Softr. You can apply your own logo, brand colors, fonts, and custom domain so your sales erp feels like a seamless extension of your organization. You also have the option to remove all Softr branding, so your sales team and users see only your company’s identity throughout the platform.
Absolutely. Softr gives you the flexibility to customize both the design and layout of your sales erp. You can adjust colors, fonts, spacing, and structure to reflect your brand and sales processes. You can arrange pages however you prefer, select which blocks to display where, and control what different users—like sales reps or managers—see when they log in.
To organize your sales data, you can use a variety of blocks:
\- Table blocks – to display leads, opportunities, accounts, or pipeline tracking
\- List or Card blocks – to highlight contacts, key accounts, or sales resources
\- Detail View – to drill into a specific deal or customer record
\- Forms – for data entry or updating sales information
\- Charts – to visualize sales performance or KPIs
\- Calendar blocks – to manage follow-ups, meetings, or sales activities
If your sales process changes, you can quickly update your layout and content in the visual builder.
Softr is designed with your data security in mind. All data in your sales erp is encrypted both in transit (TLS) and at rest, and your app is hosted on secure, reliable infrastructure. You have full control over access and permissions—set up role-based user permissions, manage access directly within your connected data sources, and use visibility rules to protect sensitive sales information across your entire app.
When you connect external data sources like Airtable, Notion, or SQL, Softr doesn’t store your sales data—it displays it in real time according to your access settings. You always retain control of your data and can manage who can view or edit each piece.
Softr also follows industry best practices for authentication, access control, and platform monitoring to help keep your sales information safe.
You can get started for free. Softr’s Free plan allows you to publish one sales erp app with up to 10 app users and 2 user groups, and supports all common data sources like Softr Databases, Airtable, Google Sheets, and more.
If your sales erp needs more users or advanced features, you can review the paid plans here: <http://softr.io/pricing>
Softr is purpose-built to help you create robust, user-friendly apps—like sales erps, CRMs, and internal tools—without writing code or needing developers. The platform stands out for how quickly you can launch a working sales erp and how smoothly it connects to your existing sales data.
While some no-code tools focus on mobile apps (like Glide) or are built for developers (like Retool), Softr is made for sales teams and business users who want full control over both the user experience and permissions. You can build on top of real-time data from Airtable, Google Sheets, Softr Databases, or SQL, and create branded, secure apps that your sales team can access.
You can visually customize everything—from content and workflows to user roles and access rules. With built-in features like forms, conditional logic, and API support, there’s no need for patchwork solutions—your sales erp can be fully functional right from the start.
Yes, you can. Softr supports a wide range of integrations so you can connect your sales erp to the rest of your tech stack. You can sync with tools like Stripe for payments, Intercom for communication, and automate tasks using Zapier, Make, or N8N. Softr also provides REST API and webhook support for custom or advanced automations.
Whether you want to update records in another system, trigger actions when a deal is closed, or display data from your other tools, you can automate your sales workflows and connect everything—without writing code.