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Turn leads into customers, with custom tools that perfectly fit your workflow
There's an app for that. Browse dozens of free templates from our template library and adjust them to your needs.
Lead Capturing
Sales CRM
Customer Onboarding
Customer Feedback
Capture and qualify leads with custom forms
Minimize data entry and capture leads with custom-built, highly targeted forms, organize response data, and automatically create tasks from it.
Track all deals with a versatile CRM
Keep everyone on top of deals’ progress. Log interactions and take notes with a client, and create a rich database of contacts to refer back to.
Create unique customer onboarding experiences
Design personalized onboarding steps for your customers to ensure a consistent and seamless onboarding experience.
Stay on track with real-time dashboards
Create custom interactive dashboards with Bar, Pie, Line charts to track deal and sales reps’ performance over time.
Manage accounts post-sales
Easily track and manage customer information, including contact details, account data, activity records, and interactions, for efficient search, filtering, and follow-up.
Bring all your data under one roof
Connect Softr with over 5000+ of your favorite apps with Zapier and Make. Sync your team with calendars, book appointments, send messages and notifications, and more.
Sales Teams get more done with Softr
