Build your own crm dashboard, no code required
Visualize customer data, track interactions, and streamline operations with a customizable dashboard tailored to your business needs.
Customize your CRM around your processes
Build a CRM dashboard that matches your team’s workflow. Start with the essentials, add features as needs change—no code required.
Lead capture and management
Pipeline stage tracking
Task and activity tracking
Contact and account profiles
Sales performance dashboards
Team collaboration tools
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. Centralize client and workflow data seamlessly.
Custom access for every team. Built-in security, no dev time.
Give your sales, support, and marketing teams the right access and tools with a CRM dashboard. Manage permissions and user groups—no coding required.
Advanced permissions
Provide tailored dashboard views for sales, marketing, and support teams, so each group sees just what they need.
User groups
Provide tailored dashboard views for sales, marketing, and support teams, so each group sees just what they need.
Automations
Connect with tools like Make, Zapier, or N8N to automate CRM tasks, notifications, and data syncing.
Works on any device
Access and update CRM records from any device. All dashboards are mobile-ready out of the box.
Easy, secure logins
Team members can log in with Google, email, or SSO for fast, secure CRM access—no IT tickets needed.
Security
Keep your CRM data safe with SOC2 and GDPR compliance, plus granular access control at every level.
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Give sales teams an AI assistant
Sales teams can ask AI for lead details, deal status, or recent activity—answers appear instantly within your CRM 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
Launch your CRM dashboard in minutes with drag-and-drop blocks and prebuilt templates.
Consolidate your stack
Easily add pipelines, automate follow-ups, or update fields as your team’s CRM needs change.
Flexible as you grow
Manage contacts, deals, and dashboards in one CRM—no need for multiple apps or subscriptions.
Build a fully custom CRM 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 CRM dashboard in minutes