Build CRM reporting software in minutes
Track conversion and performance in an AI-powered CRM reporting software built with AI you customize to fit your sales workflow.
Add only the features you need
Customize a CRM reporting software that looks sleek out of the box. Add only the charts and views you need, and iterate as your data evolves.
Real-time pipeline tracking
AI-powered sales insights
Team performance leaderboards
Automated executive reporting
Customer revenue attribution
Lead conversion analysis
Bring all your sales data together 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 business.
Custom access for every team. Built-in security.
Give each teammate the right data 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 dashboards, so each rep sees their own performance while managers see the whole team.
User groups
Give different team members tailored access and dashboards, so each rep sees their own performance while managers see the whole team.
Automations
Streamline your reporting with Softr Workflows. Trigger native notifications or data updates based on sales actions to keep records current.
Works on any device
Access and update your CRM reporting software on the go. All dashboards and reports are mobile-ready out of the box.
Easy, secure logins
Use Google, email, or SSO logins to give your sales team fast, secure access—no IT tickets or manual onboarding needed.
Security
Keep sensitive sales data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every table and record level.
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 reporting software in minutes with AI—no manual configuration or complex setup needed.
Consolidate your stack
Add features like pipeline tracking, revenue attribution, or leaderboards as your team grows—no rebuild needed.
Flexible as you grow
Start with reporting, then add client portals or internal tools—all in one place, with no extra tools to buy.
Generate a custom CRM reporting software with AI
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
Generate your CRM reporting software with AI
Describe your data needs. Softr's AI builds your custom dashboard and reporting tool in minutes.