Build a CRM dashboard in minutes
Visualize pipelines, track revenue, and monitor team performance in an AI-powered CRM dashboard built with AI to fit your unique workflow.
Build exactly what your team needs
Customize a CRM dashboard that looks sleek and modern out of the box. Add only the features you need, and iterate as your team's workflows evolve.
Lead pipeline visualization
Real-time revenue charts
Contact activity logging
AI-powered deal insights
Automated follow-up alerts
Team performance tracking
Bring all your deal data together in real time
Connect lead sources, sales records, and contact lists with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Custom access for every team. Built-in security.
Give each sales member 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 team members tailored access and CRM dashboard views, so each role sees just the metrics and pipeline data they need.
User groups
Give different team members tailored access and CRM dashboard views, so each role sees just the metrics and pipeline data they need.
Automations
Streamline your sales processes with Softr Workflows. Trigger native automations for follow-up alerts and status changes to keep deals moving.
Works on any device
Access and update your CRM dashboard on the go. All apps are mobile-ready out of the box, letting teams update lead data from anywhere.
Easy, secure logins
Use Google, email, or SSO logins to give your sales team fast, secure access to their pipeline data—no IT tickets needed.
Security
Keep sensitive customer data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of 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 AI—no manual setup or complex configurations needed to get started.
Consolidate your stack
Add features like pipeline tracking, revenue charts, or automated alerts as your needs evolve—no rebuild needed.
Flexible as you grow
Start with a CRM dashboard, then add client portals or internal tools—all in one place, with no extra 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. No code needed.
Describe what you need. Softr's AI builds it in minutes. Get started free.