Dashboard & Reporting

Build your own customer success insights dashboard

Monitor customer satisfaction, identify trends, and enhance retention with a flexible dashboard tailored to your team's needs.

Get started free Start with a template

A digital dashboard interface displaying customer success insights with charts, graphs, and key performance metrics.

customer success insights dashboard mobile ui

Loved by 800,000+ teams around the globe

Flexibility

Customize your dashboard around your processes

Choose just the insights and workflows your customer success team needs. Add or adjust dashboards and views as your goals and processes evolve.

UI screenshot of customer health score tracking

UI screenshot of renewals and churn alerts

UI screenshot of feedback and survey results

UI screenshot of support ticket monitoring

UI screenshot of onboarding progress tracking

UI screenshot of task assignments and follow-ups

Data Management

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 customer success.

Explore all data sources

Power

Custom access for every team. Built-in security, no dev time.

Empower your customer success team with secure dashboards and reporting. Set up user groups and permissions for insights everyone can trust—no IT help needed.

Advanced permissions

Give managers, reps, and executives personalized dashboards tailored to their role and data needs.

User groups

Give managers, reps, and executives personalized dashboards tailored to their role and data needs.

Automations

Connect with tools like Make, Zapier, or N8N to automate updates, alerts, and status changes from your insights.

Works on any device

Access customer success dashboards and reports from any device—desktop, tablet, or mobile.

Easy, secure logins

Allow your team secure, fast logins with Google, email, or SSO—no extra IT setup needed.

Security

Protect sensitive customer insights with SOC2 and GDPR compliance, including granular access controls.

AI Magic

AI assistant for customer insights

Let your team ask AI for instant answers and trends—right inside your dashboard, powered by Softr’s built-in tools.

Why Softr

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.

UI screenshot of Softr drag-and-drop dashboard setup for building customer success insights dashboard

Easy, fast setup

Create your customer success insights dashboard in minutes with drag-and-drop blocks and templates.

UI screenshot of Softr dashboard with resources, contacts, finances, and projects modules

Consolidate your stack

Add new dashboards, metrics, or data sources as your customer success needs change—no rebuild needed.

Integration logos showing Softr connected with Airtable, Notion, Google Sheets, HubSpot, SQL, Rest API, and more.

Flexible as you grow

View dashboards, reports, and customer data all in one place—no switching between tools required.

“We’re not coders or developers, but Softr is so easy to use and learn — it lets us run with our ideas.”

Ashley Kalinauskas

CEO, Torigen Pharmaceuticals

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“With Softr we’re able to experiment and innovate at the speed of conversation, which gives users a sense of control and ownership.”

Oliver Thomas

Maker Digital Systems Architect, MIT

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“The biggest benefit we’ve found with Softr is how customizable and flexible it is. We’ve been able to create a platform that is adapted to our fairly complicated needs.”

Isobelle Ford

Founder & Director, Skylight Ventures

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“We’ve been able to create multiple client and employee portals with Softr and it works like magic. The integration with monday.com is seamless.”

Jesuena Estoque Reimer

Founder, Mindflows

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“Building our sustainability training app on Softr let us deliver an intuitive user experience to over 5,000 professionals in days without writing a single line of code.”

Guillaume Duvernay

Growth Lead, Plan A

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“I’ve dreamed of having a client portal for probably 10 years. I tried many different tools, got frustrated, and let it go. Then I played with Softr and immediately went “this is it!”

Rebecca Berneck

CEO, Officeheads

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How It Works

Build a fully custom customer success 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.

“Our submission process used to be on paper. Now clinics use our Softr customer portal and submit in a few clicks. It saves 3-4 hours a day of at least one employee’s time.”