Build your own account manager dashboard
Monitor client health, track performance, and automate alerts in an AI-powered system built with AI to fit your account team's workflow.
Build exactly what your team needs
Customize an account manager dashboard that looks sleek out of the box. Add only the reporting tools you need, and iterate as your processes evolve.
Client health monitoring
Portfolio performance tracking
AI-powered account summaries
Automated renewal alerts
Meeting log management
Task and follow-up scheduling
Bring all your client data together in real time
Connect spreadsheets, CRMs, and performance tracking tools with real-time sync—or manage everything in Softr Databases. Create one source of truth for your accounts.
Custom access for every team. Built-in security.
Give each account manager the right tools and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give different account managers tailored access to their specific portfolios, so each person sees just the clients they need to manage.
User groups
Give different account managers tailored access to their specific portfolios, so each person sees just the clients they need to manage.
Automations
Streamline your account maintenance with Softr Workflows. Trigger native notifications for upcoming renewals or changes in client health status.
Works on any device
Access and update your account manager dashboard on the go during client visits. All dashboard views are mobile-ready out of the box.
Easy, secure logins
Use Google, email, or SSO logins to give your account team fast, secure access to their performance data—no IT tickets needed.
Security
Keep sensitive client and revenue data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every organizational level.
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 your account manager dashboard in minutes with AI—no manual configuration or complex setup needed.
Consolidate your stack
Add features like renewal alerts, health scores, or meeting logs as your account management workflows evolve.
Flexible as you grow
Start with a dashboard, then add client portals or internal tools—all in one place with no extra seats to buy.
Generate a custom account manager dashboard in minutes
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
The go-to platform for business operations
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Build your account manager dashboard
Describe what you need. Softr's AI builds your custom dashboard in minutes.