Build your own account management dashboard
Track accounts, manage data, and view insights in a dashboard tailored to your workflow—customize features to fit your team’s needs.
Customize your dashboard around your processes
Build an account management dashboard with only the views and features your team needs. Adapt as your workflows change—no code required.
Account overview & details
Contact & activity log
Task assignment & tracking
Document management
Account status & health tracking
Custom reporting & filters
Unify your account data in real time
Connect spreadsheets, CRMs, and other systems with real-time sync—or manage everything in Softr Databases. Centralize client and account data for seamless management.
Custom access for every team. Built-in security, no dev time.
Give each team member the right dashboards and reporting tools. Set up secure logins, user groups, and granular permissions—no IT support needed.
Advanced permissions
Give analysts, managers, or executives tailored access—each sees only the dashboards and reports relevant to their role.
User groups
Give analysts, managers, or executives tailored access—each sees only the dashboards and reports relevant to their role.
Automations
Integrate with tools like Make or Zapier to automate report generation, alerts, or data updates.
Works on any device
Access and review dashboards and reports on any device. All features are mobile-ready out of the box.
Easy, secure logins
Allow your team to log in quickly and securely using email, Google, or SSO—no IT tickets needed.
Security
Keep sensitive business data secure with SOC2 and GDPR compliance and robust access controls.
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Give marketers an AI assistant
Marketers can ask AI about test results and get instant, clear insights—right inside your A/B testing dashboard with Softr.
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
Spin up your account management dashboard in minutes with drag-and-drop blocks and templates.
Consolidate your stack
Add new views, reports, or integrations as your account tracking needs change—no rebuilds needed.
Flexible as you grow
Bring your account data, dashboards, and reports together—all in one place, no extra tools required.
Build a fully custom account management dashboard 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 account management dashboard today