Build your CRM analytics dashboard, no code
Track pipeline health and sales performance in an AI-powered CRM analytics dashboard built with AI you customize to fit your workflow.
Tailor your CRM analytics dashboard to your needs
Customize your CRM analytics dashboard setup with the exact reporting blocks and views your team needs. Add features as KPIs evolve—no code.
Pipeline stage tracking
Sales performance reporting
AI-powered revenue forecasting
Contact engagement analytics
Automated data synchronization
Custom executive summaries
Unify your sales and performance data in real time
Connect your CRM, project trackers, and spreadsheets with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business metrics.
Custom access for every role. Built-in security.
Give each teammate the right tools and data access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give different team members tailored access and dashboards, so each role sees just the CRM performance metrics they need to hit their targets.
User groups
Give different team members tailored access and dashboards, so each role sees just the CRM performance metrics they need to hit their targets.
Automations
Streamline your reporting with Softr Workflows. Trigger native notifications or record updates based on data changes in your dashboard to keep operations running smoothly.
Works on any device
Access and update your CRM analytics dashboard on the go. All reporting tools are mobile-ready out of the box for quick insights anywhere.
Easy, secure logins
Use Google, email, or SSO logins to give your team fast, secure access to your sales data—no IT tickets or complex setups needed.
Security
Keep sensitive revenue and contact data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of 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 your CRM analytics dashboard in minutes with AI—no dev time or complex configuration needed.
Consolidate your stack
Add features like revenue forecasting, summaries, or automated alerts as your needs evolve—no rebuild needed.
Flexible as you grow
Start with a CRM, then add reporting dashboards and executive summaries—all in one place with no extra tools.
Generate a fully custom CRM analytics dashboard with AI
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
Generate your CRM analytics dashboard with AI
Describe what you need. Softr's AI builds your custom dashboard in minutes.