Build a customer relationship management CRM dashboard
Track leads, monitor deals, and view analytics in an AI-powered customer relationship management CRM dashboard you customize to your needs.
Build exactly what your team needs
Customize your customer relationship management CRM dashboard setup with the exact steps and views your team needs. Add features as you evolve.
Lead and contact management
Pipeline and deal tracking
Real-time sales analytics
AI-powered deal enrichment
Automated follow-up notifications
Document and contract storage
Bring all your sales data together in real time
Connect spreadsheets, CRMs, and sales tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business growth.
Custom access for every team. Built-in security.
Give each teammate 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 sales reps or managers tailored access and dashboards, so each role sees just the pipeline data they need.
User groups
Give different sales reps or managers tailored access and dashboards, so each role sees just the pipeline data they need.
Automations
Streamline your sales processes with Softr Workflows. Trigger native automations based on team actions or status changes to keep deals moving.
Works on any device
Access and update your customer relationship management CRM dashboard on the go. All apps are mobile-ready out of the box.
Easy, secure logins
Use Google, email, or SSO logins to give your team fast, secure access to customer data—no IT tickets needed.
Security
Keep sales 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 dashboard in minutes with AI—no manual setup needed to organize your contacts and pipeline data.
Consolidate your stack
Add features like real-time analytics, automated follow-ups, or deal tracking as your sales process evolves.
Flexible as you grow
Start with a CRM, then add lead forms and internal dashboards—all in one place with no extra specialized tools.
Generate a fully custom CRM dashboard with AI 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 CRM dashboard in minutes
Launch faster with a tool built for your workflow. Get started free. No setup time, no dev needed.