Build crm reporting software, no code required
Generate insightful reports, customize dashboards, and streamline data analysis with a reporting tool tailored to your CRM needs.
Customize your CRM to your needs
Set up CRM reporting with just the features your team needs. Add new views or workflows as your business evolves—no code needed.
Lead tracking dashboard
Sales pipeline visualization
Custom report generation
Activity and follow-up logging
Team performance analytics
Export and share reports
Unify your CRM data in real time
Connect spreadsheets, CRMs, and dashboards with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your reporting.
Custom access for every team. Built-in reporting security.
Give each teammate the right dashboards and insights. Set up secure logins, user groups, and granular permissions—no IT or dev work required.
Advanced permissions
Give different teams tailored dashboards and reporting views, so every role gets relevant insights.
User groups
Give different teams tailored dashboards and reporting views, so every role gets relevant insights.
Automations
Integrate with tools like Make, Zapier, or N8N to automate report generation and sharing—no manual exports needed.
Works on any device
Access and interact with reporting dashboards from any device. All apps are mobile-ready by default.
Easy, secure logins
Enable fast, secure access to reports with Google, email, or SSO logins—no IT tickets required.
Security
Keep reporting data safe with SOC2 and GDPR compliance, plus robust access control for sensitive metrics.
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An AI assistant for your sales
Sales teams can ask AI for live reports and insights, all built into your CRM dashboard—saving time on every analysis.
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 reporting dashboard in minutes with intuitive blocks and templates—no coding needed.
Consolidate your stack
Easily add new reports, charts, or data sources as your CRM analytics needs change.
Flexible as you grow
Manage CRM, reporting, and dashboards together—all in one platform, with no extra tools required.
Build a fully custom CRM reporting tool 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 Dashboard & Reporting in minutes