Track referrals, analyze performance, and boost engagement with a customizable dashboard tailored to your business needs and goals.


Build a referrals dashboard with just the views and tracking you require. Adjust and expand your setup as your team’s workflow evolves—no code needed.
Connect spreadsheets, CRMs, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your referrals.
Give each teammate the right dashboard views and access. Set up secure logins, user groups, and granular permissions—no IT or dev work needed.
Give different team members dashboards tailored to their role, so each sees only the referral info they need.
Give different team members dashboards tailored to their role, so each sees only the referral info they need.
Connect with tools like Make, Zapier, or N8N to automate follow-ups and reporting on referrals.
Your referrals dashboard is fully mobile-ready. Access and update metrics from anywhere.
Let your team sign in quickly via Google, email, or SSO for fast, secure access to referral data.
Keep all referral and customer data safe with SOC2 and GDPR compliance plus granular access controls.
Marketers can ask AI about top referrers or trends and get instant answers—right inside your referrals dashboard from Softr.
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.
Launch your customer referrals dashboard in minutes with simple drag-and-drop building blocks.
Add charts, filters, or custom reports as your referral tracking needs evolve—no rebuild needed.
Track referrals, manage contacts, and analyze results—all in one dashboard, no extra tools required.
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.
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.
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.












A customer referrals dashboard is a secure online space where you and your team can track, manage, and analyze your referral program. It allows you to view referral submissions, monitor their status, and see which customers are making successful referrals—all in one place. This helps everyone stay organized and ensures you can easily recognize and reward your top advocates.
Building your customer referrals dashboard with Softr is straightforward and flexible. You can seamlessly connect your referral data from sources like Airtable, Notion, or HubSpot, and set up a dashboard where your team can log in, view referral activity, track progress, and manage rewards—all from a single interface.
You don’t need to write any code. You can start with a template or build from scratch, customize the dashboard layout, manage user access, and apply your company branding. It’s quick to launch, easy to update, and designed to scale as your referral program grows. This keeps your referral process efficient and transparent for everyone involved.
You can add a variety of features to your customer referrals dashboard, depending on how you want to manage your referral program. Some common options include:
\- User logins – so team members or partners can securely access referral data
\- Custom dashboards – to display referral status, performance metrics, or reward progress
\- Submission forms – for entering new referrals or tracking their journey
\- File uploads – for attaching supporting documents or evidence for referrals
\- Search and filters – to quickly find specific referrals or top advocates
\- Tables, lists, and detail views – to organize and display referral records
\- Comments or notes – for internal discussion or status updates on referrals
\- Charts – to visualize referral conversions, trends, or reward distribution
\- Calendar view – to track follow-ups, deadlines, or reward dates
\- Permissions and roles – so each user only sees relevant data
All of these features are built with Softr’s drag-and-drop blocks, so you can customize your dashboard with ease. As your referral program evolves, it’s simple to add or update features.
No coding is necessary. You can build your entire customer referrals dashboard using Softr’s visual editor. From the layout and features to user permissions and branding, everything can be customized without writing a single line of code.
Yes. You can manage multiple referral partners or teams in a single customer referrals dashboard. Each partner or team member only sees the referral information and data assigned to them, based on their login and role. This is especially helpful if you’re working with several partners or tracking referral activities across different groups.
Softr supports a wide variety of data sources for your customer referrals dashboard. You’re able to connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. Data from other sources can be brought in using the REST API as well.
You’re not restricted to just one source. You can integrate multiple data sources into the same dashboard and display them together—so your customer referrals dashboard can pull in and organize referral data from places like Airtable and HubSpot at once. Most sources also support real-time, two-way sync, so any changes stay up-to-date automatically.
Yes, Softr lets you fully customize how users interact with your customer referrals dashboard. You can tailor the layout, navigation, and content to match your workflow and branding. Each section or block can be shown or hidden based on who’s logged in, so each referral partner or team member only sees what’s relevant to them.
You can also set up different user roles—for example, referral partner, admin, or internal team member—and decide exactly what each role can view or edit. Referral partners might only see their submitted referrals, while admins can access all records. You can also create custom views by filtering data for the logged-in user.
This level of control is especially useful for managing multiple partners or teams in the same dashboard. It keeps the experience organized, secure, and personalized for each user.
Yes, you can. You don’t need to have existing data from another tool to start building your customer referrals dashboard with Softr. If you’re starting fresh, you can use Softr Databases, which are built right into the platform and integrate seamlessly with your dashboard.
If you already have referral data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. The REST API connector also lets you bring in data from other sources. Either way, you have full control over how your referral information is organized and shown in your dashboard.
Yes, you can fully white-label your customer referrals dashboard in Softr. You can apply your own logo, brand colors, fonts, and even custom domains, making the dashboard feel like a seamless extension of your organization. All Softr branding can be removed so your referral partners and users see only your company’s identity throughout the entire experience.
Absolutely! Softr allows you to customize both the design and layout of your customer referrals dashboard. You can adjust colors, fonts, spacing, and the page structure to match your brand identity. Choose how each page is organized, decide which blocks to use, and control what different referral partners or team members see when they log in.
To present your referral data, you can add various blocks depending on your needs:
\- Table blocks – perfect for displaying lists of referrals, status updates, or commission tracking
\- List or Card blocks – to showcase referral partners, top performers, or special incentives
\- Detail View – to show individual referral details or specific partner dashboards
\- Forms – to collect new referral submissions
\- Charts – for visualizing referral progress or rewards
\- Calendar blocks – to display deadlines, payout dates, or events
If your dashboard requirements evolve, you can easily update the content or layout directly in Softr’s visual builder.
Softr is built with security as a priority. All data used in your customer referrals dashboard is encrypted in transit (TLS) and at rest, and your dashboard is hosted on secure, reliable infrastructure. Softr also lets you control who can see and act on data within your dashboard using role-based permissions, user management in your data source, visibility rules, and global restrictions to safeguard sensitive referral information.
If you connect your dashboard to external data sources like Airtable, Notion, or SQL, Softr does not store your data—it simply displays it in real-time according to your access settings. You retain full control over your data and who can view or modify it.
Softr follows industry best practices for authentication, access control, and platform monitoring to keep your referral program data safe.
You can start building your customer referrals dashboard for free. Softr’s Free plan lets you publish one app with up to 10 app users and 2 user groups, and supports standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your referrals dashboard needs to support more users or advanced features, you can explore Softr’s paid plans here: <http://softr.io/pricing>
Softr is designed to help you quickly build powerful, user-friendly apps like customer referrals dashboards—without writing any code or relying on developers. What makes Softr unique is how easy it is to turn your idea into a working dashboard, and how smoothly it integrates with your existing data sources.
Unlike some no-code tools focused on mobile apps (like Glide) or developer-heavy interfaces (like Retool), Softr targets non-technical teams who want full control over the layout, user experience, and access permissions. You can connect to real-time data from Airtable, Google Sheets, Softr Databases, or SQL and create a secure, branded dashboard for your referral partners or staff.
Everything is customizable in the visual editor—from the data shown to the look and feel, and who sees what. With features like user roles, forms, conditional logic, and API support included, you won’t need to combine multiple tools to get your referrals dashboard up and running.
Yes! Softr supports a wide variety of integrations so your customer referrals dashboard can connect with your other business tools. You can automate tasks using Zapier, Make, and N8N, or integrate with systems for rewards payouts, communication, and more. Softr also supports REST API and webhooks for advanced workflow automation.
Whether you want to trigger notifications when a new referral is submitted, sync referral data with your CRM, or display information from other platforms, you can set it all up—no coding required.