Build your own customer relationship management crm dashboard
Monitor client interactions, analyze sales data, and optimize workflows with a customizable CRM dashboard tailored to your business needs.
Build exactly what your team needs
Create a CRM dashboard with only the features and views your team relies on. Adjust and expand it easily as your customer processes change.
Lead tracking and management
Contact information storage
Deal pipeline visualization
Task and activity management
Email and communication logging
Dashboard reporting and analytics
Bring all your customer data together in real time
Connect spreadsheets, CRMs, and support systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your customer interactions.
Custom access for every team. Built-in security, no dev time.
Empower your sales, support, and management teams with a secure CRM dashboard. Set up user groups, permissions, and automation—no IT required.
Advanced permissions
Give sales reps, managers, and support staff tailored dashboards so each role sees only the contacts and leads they need.
User groups
Give sales reps, managers, and support staff tailored dashboards so each role sees only the contacts and leads they need.
Automations
Connect with tools like Make, Zapier, or N8N to automate lead assignments, updates, and follow-ups.
Works on any device
Access and update your CRM dashboard from anywhere. Mobile-ready out of the box.
Easy, secure logins
Use Google, email, or SSO logins to give your team fast, secure access to CRM tools.
Security
Keep customer data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level.
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An AI assistant for your sales team
Sales teams can ask AI for lead info, deal updates, or contact details—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
Build your CRM dashboard in minutes with ready-made templates and intuitive drag-and-drop blocks.
Consolidate your stack
Add pipeline views, custom fields, or automations as your customer management needs change.
Flexible as you grow
Start with your CRM dashboard, then add client portals, reports, or forms—all in one place.
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