Build your own sales territory assignment tool
Assign territories, optimize sales routes, and track performance with a no-code tool tailored to your sales team's unique needs.
Customize your sales territory tool
Build a territory assignment tool that matches your sales process. Add just the views you need now, and adjust as your workflow develops.
Import sales rep data
Define territory boundaries
Assign reps to territories
View and filter territory assignments
Track leads and accounts by territory
Generate assignment and performance reports
Bring all your sales data together in real time
Connect spreadsheets, CRMs, and mapping tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your sales territories.
Custom access for every team. Built-in security, no dev time.
Empower your sales ops team with precise role-based access to territory assignment data. Set up secure logins, groups, and permissions in minutes—no IT needed.
Advanced permissions
Give sales, ops, and management tailored dashboards, showing only relevant territory info to each.
User groups
Give sales, ops, and management tailored dashboards, showing only relevant territory info to each.
Automations
Sync with CRM or other sales tools to automate territory updates and notifications.
Works on any device
Access or update territory assignments on desktop or mobile. The tool is mobile-ready out of the box.
Easy, secure logins
Use Google, email, or SSO for quick and secure team logins—no IT tickets needed.
Security
Keep sensitive sales data protected. Softr is SOC2 and GDPR compliant with robust access controls.
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An AI assistant for sales teams
Sales teams can ask AI about territory assignments or leads and get instant answers—right inside your Softr sales 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
Launch your sales territory assignment tool in minutes with drag-and-drop blocks and templates.
Consolidate your stack
Easily adjust territory rules or add reporting as your assignment process evolves—no rebuilds needed.
Flexible as you grow
Manage assignments, dashboards, and forms in one place—no extra tools or licenses required.
Build a fully custom sales territory tool 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 sales territory tool effortlessly