Build your own account manager dashboard, no code required
Monitor performance, streamline tasks, and enhance client relations with a customizable dashboard tailored to account management needs.
Customize your dashboard around your processes
Design an account manager dashboard that fits your team’s workflow. Add just the views and features you need, and adapt as your needs change.
Client account overview
Task and follow-up tracking
Pipeline and deal management
Document and file sharing
Meeting scheduling and logs
Support ticket management
Bring all your client data together in real time
Connect spreadsheets, CRMs, and project management tools with real-time sync—or manage everything in Softr Databases. Create a unified view of your client interactions.
Custom access for every team. Built-in security, no dev time.
Empower account managers with tailored dashboards and secure reporting. Set up user groups and granular permissions—no IT support needed.
Advanced permissions
Give each account manager and team leader a personalized dashboard with only the insights they need.
User groups
Give each account manager and team leader a personalized dashboard with only the insights they need.
Automations
Connect with tools like Make or Zapier to automate status updates, report generation, and client notifications.
Works on any device
Review key dashboards and reports anywhere—your account manager dashboard is mobile-ready by default.
Easy, secure logins
Account managers get fast, secure access with Google, email, or SSO—no IT tickets required.
Security
Keep reporting data safe with SOC2 and GDPR compliance plus role-based access control.
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An AI assistant for account managers
Let account managers ask AI for client info, sales trends, or insights—answers appear instantly right inside your dashboard.
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 a custom account manager dashboard in minutes with drag-and-drop blocks and prebuilt layouts.
Consolidate your stack
Add new reports, client views, or integrations as your accounts and reporting needs evolve.
Flexible as you grow
Manage dashboards, client info, and reports—all in one place, with no extra tools to juggle.
Build a fully custom account manager 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 manager dashboard now