Build your own sales task management, no code required
Track deals, manage activities, and prioritize leads in an AI-powered system built with AI you customize to fit your sales workflow.
Build exactly what your sales team needs
Customize your sales task management setup with the exact steps and views your team needs. Add features as processes evolve—no code needed.
Lead follow-up tracking
Task pipeline management
AI-powered deal prioritization
Sales activity dashboards
Automated task assignment
Customer interaction history
Unify your sales activity data in real time
Connect spreadsheets, CRMs, and deal pipelines with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business processes.
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, account managers, and leads tailored access and dashboards, so each role sees just the tasks and deals that matter to them.
User groups
Give different sales reps, account managers, and leads tailored access and dashboards, so each role sees just the tasks and deals that matter to them.
Automations
Streamline your internal processes with Softr Workflows. Trigger native lead follow-ups or status updates based on team actions to keep your sales cycle moving.
Works on any device
Access and update your sales tasks on the go. All apps are mobile-ready out of the box, letting your team log client interactions from anywhere.
Easy, secure logins
Use Google, email, or SSO logins to give your sales team fast, secure access to their task lists and pipelines—no IT tickets needed.
Security
Keep sensitive sales and customer data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your task management tool.
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 task management in minutes with AI—no manual setup or complex configuration needed.
Consolidate your stack
Add features like lead scoring, dashboards, or automated follow-ups as your sales workflows evolve.
Flexible as you grow
Start with task tracking, then add sales portals and team dashboards—all in one place with no extra tools.
Generate a fully custom sales task management 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 task management in minutes
Describe what you need. Softr's AI builds your sales task tool in minutes with no setup time or dev work needed.