Dashboard & Reporting

Build your own crm analytics dashboard, no code required

Analyze customer data, track key metrics, and optimize performance with a customizable dashboard tailored to your business needs.

Get started free Start with a template

A CRM analytics dashboard user interface displaying charts, graphs, and key performance metrics.

Loved by 800,000+ teams around the globe

Flexibility

Customize your analytics dashboard your way

Build a CRM analytics dashboard with only the features and views your team needs. Adapt and update as your workflows or reporting needs change.

UI screenshot of sales pipeline tracking

UI screenshot of team performance reports

UI screenshot of custom metric dashboards

Data Management

Unify your CRM data in real time

Connect spreadsheets, CRMs, and analytics tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your client interactions.

Explore all data sources

Power

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

Give each teammate secure access to dashboards and analytics. Set up user groups and granular permissions for real-time reporting—no IT help needed.

Advanced permissions

Let team members access only the dashboards and reports relevant to their role, ensuring focused insights.

User groups

Let team members access only the dashboards and reports relevant to their role, ensuring focused insights.

Automations

Connect with tools like Make, Zapier, or N8N to automate data updates and report distribution.

Works on any device

Access key dashboards and reports anywhere—desktop or mobile. All analytics tools are mobile-ready.

Easy, secure logins

Use Google, email, or SSO logins for simple, secure team access to analytics.

Security

Keep sensitive analytics and customer data safe with SOC2 and GDPR compliance.

AI Magic

An AI teammate for sales teams

Sales teams get quick answers and insights from live CRM data, right inside their dashboard—no extra tools needed.

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 crm analytics dashboard

Easy, fast setup

Build your CRM analytics dashboard in minutes with ready-made blocks and templates.

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

Consolidate your stack

Easily add new reports, charts, or data sources as your analytics needs change.

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

Flexible as you grow

Combine your CRM, dashboards, and reporting tools in one platform—no extra logins needed.

“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 CRM analytics 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.”