Custom CRM solutions
Build a custom CRM to manage contacts, track interactions, and optimize communication. Giving your sales team everything they need to succeed.
For sales and revenue teams
Sales tools built by AI on your CRM, governed by IT
Build internal sales tools with ToolJet AI: pipeline views, lead routing and quote approvals connected to your CRM and billing systems. Refine the app visually and configure access for reps, managers and sales ops.
- Pipeline views
- Quote approvals
- Lead scoring
Quote approvalsThis quarterSSOAudit onProduction
Quotes pending31$2.1M in pipeline
Avg. discount14%policy max 20%
Approved today12median 41 min
| Account | Owner | ACV | Status |
|---|---|---|---|
| Northwind Logistics | A. Chen | $186,000 | Approved |
| Helio Health | R. Patel | $92,400 | In review |
| Bramble & Co | J. Moreau | $48,000 | Blocked |
| Kestrel Energy | A. Chen | $310,000 | Approved |
Discounts above 20% need VP Sales approval; show the approver inline and log the reason
Approval rule, approver column and audit note added · awaiting your review
40,000+stars on the open-source core
SOC 2 Type IIISO 27001 and GDPR · Visit the trust centre
Your infrastructureCloud, VPC, on-premise or air-gapped
100+ connectorsplus any REST or gRPC endpoint
No engineering ticket needed
Describe the sales tool you need. ToolJet builds it.
Type what you want in plain language. ToolJet generates the pages, queries and logic as a working app. Connect your data, configure access with your admin, and review the generated logic before publishing. Edit the app on the canvas afterwards.
- Working app, not a mockup
- Configure access for your team
- Free to start, per-builder pricing
Works with the tools sales teams already use
Salesforce
HubSpot
Stripe
Gmail
Google Calendar
Slack
Zendesk
Twilio
Have developers? They can build the same apps from
through the ToolJet plugin
Tools sales teams build with ToolJet
Describe the tool, or start on the canvas. The output is a working application on your data, not a mockup.
Lead scoring and management tools
Develop an automated lead scoring system to prioritize high-potential prospects, optimizing your sales efforts and boosting conversion rates.
Sales engagement automation
Automate lead follow-ups with personalized email sequences and reminders to help your sales team nurture relationships efficiently.
Performance analytics dashboards
Create real-time dashboards to track sales performance, analyze trends, and make data-driven decisions that boost your sales strategy.
Sales forecasting tools
Use predictive analytics to forecast sales trends & identify growth opportunities. Generate visual reports to refine your strategies and understand market dynamics.
Automated reporting systems
Optimize your reporting processes with automated tools that compile data and generate reports without manual compilation, saving you time for strategic decision-making.
From CRM records to a working sales app
- 01
Connect the records reps use
Bring together opportunities, account owners and billing status from your CRM and billing systems. Keep the source systems as the record of truth.
- 02
Describe the handoff
Define quote fields, discount thresholds and the manager responsible for each approval. Use AI to build the starting app and refine the workflow visually.
- 03
Set access by role
Configure which deals each rep can see and which actions managers can take. Test the rules with representative accounts before release.
- 04
Roll out one workflow at a time
Pilot the app with a sales team, collect feedback and refine the approval steps. Assign a builder to maintain the app and its connections.
Built in, not bolted on
The controls your IT team already expects
Configure identity, permissions and audit logging for your sales apps in one workspace, whether your team builds on the canvas or with AI. SSO, SCIM, advanced permissions and audit logs depend on your plan and deployment.
Single sign-on and SCIM
SAML, OIDC and LDAP, with directory groups mapped onto ToolJet roles and provisioning through SCIM.
Permissions down to the query
Workspace, app, page, component and datasource-level access. Row-level security where the data needs it.
Audit key platform events
Review supported app, user and query events with timestamps and actor details. Store business approvals and record changes in your connected system as part of the workflow.
Runs where you say
ToolJet Cloud, your VPC, on-premise or air-gapped. Bring your own LLM keys or route AI through an on-prem gateway.
See the full control model Compare plans and included controls Review audit log coverage
Two ways to get there
Build it yourself, or bring our engineers in
Self-serve
Your team, your pace
Start free. Describe the tool, refine it on the canvas, and ship it under your own access rules. Start with one workflow, then test it with your team before rolling it out.
Start free
Professional services
Forward-deployed engineers, embedded with your team
When the timeline is fixed or the process is tangled, our engineers build alongside you: scoped delivery, production-ready apps, and knowledge transfer so your team owns the result.
Talk about a projectQuestions sales teams ask before they start
Can ToolJet connect to our CRM without a data migration?
Yes. Connect supported CRMs such as Salesforce, billing systems such as Stripe, or a REST API. Configure queries to read and update your existing records without moving your system of record into ToolJet. API permissions and limits still apply.
How do we build a quote approval tool with AI?
Describe the quote fields, discount thresholds and approval steps. Refine the generated app on the canvas, connect your CRM, and test the approval logic and permissions before publishing.
Can reps see only their own accounts and deals?
Yes, when you configure the appropriate access rules. Use row-level security to scope records to a user or team and query permissions to restrict actions.
Can AI help score leads or draft outreach inside the tool?
Yes. Connect an AI provider to draft outreach or classify leads using the data you choose to send. Configure the provider credentials, review its data-handling terms, and include a human review step before using generated output.
Do our sales users each need a paid seat?
No. Plans are priced per builder, not per rep. Enterprise includes unlimited end users and the other plans include an end-user allowance, so a pipeline tool can roll out to the sales org without a seat for every viewer. See the pricing page for the allowance on each plan.
Build your first sales tool this week
Describe your first sales workflow, connect your data, and refine the app with your team. Configure permissions and review the logic before you publish.