Build your own crm kpi dashboard, no code required
Monitor key metrics, analyze performance, and drive growth with a custom dashboard tailored to your CRM data and business needs.
Customize your dashboard around your process
Set up a CRM KPI dashboard that fits your team’s workflow. Add only the views and reports you need, and adapt as your goals evolve—no code required.
Visualize sales pipeline stages
Monitor lead conversion rates
Track team performance metrics
Set and monitor sales targets
Custom report generation
Filter and segment dashboard data
Unify your CRM data in real time
Connect spreadsheets, CRMs, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your KPIs.
Custom access for every team. Built-in security, no dev time.
Empower your team with real-time CRM KPI dashboards and reporting. Set secure access, user roles, and granular permissions—no IT support required.
Advanced permissions
Give different team members customized dashboards so each role gets the CRM insights they need.
User groups
Give different team members customized dashboards so each role gets the CRM insights they need.
Automations
Connect to Make, Zapier, or N8N to automate regular reporting and KPI updates without manual effort.
Works on any device
Access and review your CRM dashboards from any device—mobile-ready apps make insights available on the go.
Easy, secure logins
Enable secure logins for your team using Google, email, or SSO—granting fast access to your KPI dashboards.
Security
Protect your CRM data and reports with SOC2 and GDPR compliance, plus robust access controls.
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An AI assistant for sales teams
Sales teams can ask AI about KPIs or trends and get instant answers, right inside your Softr CRM dashboard—no extra tools needed.
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
Spin up a CRM KPI dashboard in minutes with drag-and-drop blocks and ready-made templates.
Consolidate your stack
Add new metrics, reports, or data sources as your team’s dashboard needs change—no rebuilds required.
Flexible as you grow
Track CRM data, KPIs, and reports—all in one place, without juggling extra tools or logins.
Build a fully custom CRM KPI 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 CRM KPI dashboard effortlessly