Build customer relationship management crm dashboard
Track sales, analyze deals, and manage accounts in an AI-powered CRM dashboard built with AI you customize to fit your team's workflow.
Tailor your CRM dashboard to your needs
Customize your CRM dashboard setup with the exact steps and views your team needs. Add features as sales processes evolve—no code needed.
Centralized lead tracking
Interactive sales analytics
Account and contact management
AI-powered deal summaries
Automated task reminders
Document and contract storage
Bring all your sales data together in real time
Connect spreadsheets, CRMs, and deal trackers with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business processes.
Custom access for every team. Built-in security.
Give each teammate the right sales tools and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give different sales tiers tailored access and performance dashboards, so each role sees just the data and accounts they need.
User groups
Give different sales tiers tailored access and performance dashboards, so each role sees just the data and accounts they need.
Automations
Streamline your sales process with Softr Workflows. Trigger native reminders based on deal stages or data changes to keep leads moving.
Works on any device
Access and update your sales analytics and contact lists on the go. All CRM dashboards are mobile-ready out of the box.
Easy, secure logins
Use Google, email, or SSO logins to give your sales team fast, secure access to your CRM tools—no IT tickets needed.
Security
Keep sensitive customer data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every granular 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 dashboard in minutes with AI—no manual setup or technical expertise required.
Consolidate your stack
Add pipeline views, reporting charts, or task reminders as your sales strategy evolves—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 costs.
Generate a 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 in minutes
Describe what you need. Softr's AI builds your custom CRM dashboard and sales tools in minutes.