Build your own sales portal software
Track deals, manage quotes, and view dashboards in an AI-powered sales portal software built with AI to fit your team's unique workflow.
Build exactly what your sales team needs
Customize your sales portal software with the exact pipelines, quote approvals, and views your team needs. Add features as workflows evolve.
Lead and deal registration
Pipeline visibility and tracking
Real-time sales dashboards
Collateral and document storage
Quote and approval routing
AI-powered deal insights
Unify your sales data in real time
Connect your deal trackers, customer records, and document libraries with real-time sync—or manage everything in Softr Databases. Create a single source of truth for sales.
Give every user a custom, secure experience.
Give each rep and manager the right views and access in a branded sales portal. Set up secure logins, user groups, and permissions in minutes.
Easy, secure logins
Softr apps are mobile-ready by default. Reps can update lead status and register deals from the field using a downloadable PWA.
Works on any device
Softr apps are mobile-ready by default. Reps can update lead status and register deals from the field using a downloadable PWA.
Automations
Build native automations to handle lead notifications, quote approval routing, and status updates automatically whenever records change.
User groups
Provide separate logins for account execs and managers, creating personalized sales dashboards for each user group.
Advanced permissions
Apply rules for different user roles. Customize who can view pipelines, edit quotes, or access financial data at a granular level.
Security
Protect sensitive sales and client information from 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 sales portal software in minutes with AI—no manual configuration or complex setup required.
Consolidate your stack
Add features like quote approvals, collateral storage, or AI insights as your sales processes evolve.
Flexible as you grow
Start with a sales portal, then add team dashboards and internal CRM tools—all in one place.
Generate a custom sales portal software 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 sales portal software. No code needed.
Describe what you need. Softr's AI builds it in minutes. Get started for free today.