Build a CRM KPI dashboard in minutes
Track sales performance, visualize conversion trends, and monitor goals in an AI-powered CRM KPI dashboard built with AI for your team.
Tailor your CRM KPI dashboard to your needs
Customize your CRM KPI dashboard setup with the exact steps and views your team needs. Add features as processes evolve—no code needed.
Real-time sales tracking
Sales rep performance metrics
AI-powered trend insights
Role-based metric access
Automated goal notifications
Lead conversion analysis
Bring all your sales data together in real time
Connect spreadsheets, CRMs, and performance trackers 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 teammate 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 sales reps tailored access and dashboards, so each role sees just the metrics and KPIs that matter to them.
User groups
Give different sales reps tailored access and dashboards, so each role sees just the metrics and KPIs that matter to them.
Automations
Streamline your internal processes with Softr Workflows. Trigger native automations for goal notifications or status updates to keep sales running.
Works on any device
Access and update your CRM KPI dashboard on the go. All apps are mobile-ready out of the box for viewing metrics anywhere.
Easy, secure logins
Use Google, email, or SSO logins to give your team fast, secure access to sales data—no IT tickets needed.
Security
Keep internal sales data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of 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 CRM KPI dashboard in minutes with AI—no dev time or complex configuration needed for your setup.
Consolidate your stack
Add features like lead conversion analysis or automated notifications as your needs evolve—no rebuild needed.
Flexible as you grow
Start with a CRM KPI dashboard, then add client portals or internal tools—all in one place, with no extra tools.
Generate a custom CRM KPI 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 KPI dashboard. No code needed.
Describe what you need. Softr's AI builds your custom CRM KPI dashboard in minutes.