Build your own pipeline management dashboard
Track progress, analyze data, and optimize workflows with a customizable dashboard tailored to your team's pipeline management needs
Customize your pipeline dashboard to fit
Choose only the views and steps your team needs for tracking deals. Easily adjust your pipeline as your process changes—no coding required.
Lead capture and entry
Pipeline stage tracking
Task and activity management
Deal notes and collaboration
Opportunity filtering and sorting
Reporting and analytics dashboard
Bring all your pipeline data together in real time
Connect spreadsheets, CRMs, and project management tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your pipeline.
Custom access for every team. Built-in security, no dev time.
Give your team the right dashboard views and reporting tools. Set up secure logins, user groups, and granular permissions—no IT help required.
Advanced permissions
Provide team members with tailored access and dashboards, so each role sees their relevant pipeline metrics.
User groups
Provide team members with tailored access and dashboards, so each role sees their relevant pipeline metrics.
Automations
Connect with tools like Make, Zapier, or N8N to automate data updates and reporting workflows.
Works on any device
Access and review your pipeline dashboards any time. All dashboards are mobile-ready out of the box.
Easy, secure logins
Use Google, email, or SSO logins to give your team fast, secure access to dashboard data—no IT support needed.
Security
Safeguard sensitive pipeline information with SOC2 and GDPR compliance, plus fine-tuned access control.
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Put AI to work for sales teams
Sales teams can ask AI for pipeline stats, trends, or next steps—answers appear instantly, right within 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 pipeline management dashboard in minutes with drag-and-drop blocks and templates.
Consolidate your stack
Easily add new reports, filters, or analytics as your pipeline tracking needs change.
Flexible as you grow
Bring pipeline tracking, dashboards, and reporting together—no extra tools or switching tabs.
Build a fully custom pipeline 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 pipeline management dashboard today