Track deals, analyze lead sources, and view sales insights in an AI-powered HubSpot dashboard built with AI to fit your team's workflow.


Customize your HubSpot dashboard setup with the exact steps and views your team needs. Add features as processes evolve—no code needed.





Connect HubSpot, spreadsheets, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Give each teammate the right HubSpot views and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Give different sales managers and reps tailored access and dashboards, so each role sees just the HubSpot insights they need.
Give different sales managers and reps tailored access and dashboards, so each role sees just the HubSpot insights they need.
Streamline your internal processes with Softr Workflows. Trigger native automations like activity notifications to keep sales operations running smoothly.
Access and update your HubSpot dashboard and reports on the go. All apps are mobile-ready out of the box.
Use Google, email, or SSO logins to give your team fast, secure access to real-time sales data—no IT tickets needed.
Keep sales and account data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your dashboard.
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.

Build your HubSpot dashboard in minutes with AI—no manual setup or complex configuration needed.

Add features like lead source analysis, automated notifications, or custom sharing as your workflows evolve.

Start with a CRM dashboard, then add client portals or internal tools—all in one place, with no extra tools.
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.
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.




A HubSpot dashboard is a secure, interactive space where your team or stakeholders can log in to visualize real-time CRM metrics, sales performance, and marketing KPIs. It keeps all your growth data in one place, so you don't have to rely on manual spreadsheet exports or granting everyone full access to your HubSpot portal. This makes it easier to stay aligned on goals and provide a professional reporting experience.
Softr is the first AI-native platform for building business software. It makes it easy to build a HubSpot dashboard that fits exactly how your sales or marketing team operates. You can describe your specific reporting needs to the AI Co-Builder to instantly generate your database connections, visual charts, and filtering logic—already connected and secure.
You don't need to code anything. You can start by generating with AI, using a template, or building from scratch. Everything runs on Softr Databases, or you can leverage the native HubSpot integration to sync your deals, contacts, and companies. You have full control to adjust the layout visually, implement granular permissions to hide sensitive revenue data from certain users, and brand the dashboard to match your company's identity. It's quick to set up, simple to update, and flexible enough to scale as your CRM data grows.
You can include a wide range of features in your HubSpot dashboard, depending on what your reporting workflow looks like. A great dashboard app usually mixes classic functional blocks with AI-powered intelligence:
- AI-Powered Intelligence – Use Ask AI to let managers query their sales pipeline conversationally, or set up Database AI Agents to summarize deal notes or perform lead sentiment analysis.
- Vibe Coding Blocks – Build complex, custom UI elements—like a custom circular progress tracker for sales quotas—using the AI Code block to "vibe code" exactly what you need.
- Softr Workflows – Build native automations (like a Slack alert when a deal hits a certain stage) that trigger notifications or sync data whenever a record is updated.
- User Portals & Logins – Securely manage access so account executives only see their own deals while VPs see the whole department's performance.
- Forms & Data Collection – Capture new leads or update CRM records with custom forms, file uploads, and conditional logic.
- Dashboards & Charts – Visualize your HubSpot performance with real-time bar charts, line graphs, and KPI summaries.
- Lists & Advanced Filtering – Display and manage your CRM data with searchable tables, kanban boards for deal stages, and detailed contact views.
Everything is built using Softr's drag-and-drop blocks, so you can create these features without writing code. Need something more custom? Use the Vibe Coding block to generate a tailored component with AI.
Vibe coding is all about moving fast and using AI to build exactly what you need. You can "vibe code" a HubSpot dashboard in Softr by simply describing your analytics requirements to the AI Co-Builder. Softr then generates a production-ready reporting app on top of a stable, secure foundation.
Unlike other tools that just generate raw, fragile code, Softr handles the "boring 80%"—like HubSpot OAuth, database logic, and role-based permissions—natively. This means you get the speed of vibe coding without the "Day Two" headaches of managing raw code. You describe the metrics you want to track, Softr builds the interface, and it’s ready for your executive team instantly.
Yes. You can manage multiple sales teams, marketing departments, or regions in a single dashboard. Each user only sees the specific deal pipelines and lead data assigned to them based on their login and department role. This is useful for large organizations or agencies managing HubSpot data for multiple stakeholders across different business units.
Yes, you can. You don't need to have an existing CRM to start building with Softr. If you're starting from scratch, you can use Softr Databases, which is built into the platform and integrates perfectly with any application you build.
But if you already have sales data in tools like HubSpot, Airtable, Google Sheets, or SQL, you can connect those too. You can also use the REST API connector to bring in data from other lead sources. Either way, you have full control over how your sales metrics are structured and displayed in your dashboard.
Softr Databases is the recommended native, relational data source for Softr. It is built explicitly for business apps, offering high performance and instant automation triggers. For a HubSpot dashboard, you can connect directly to HubSpot to pull in real-time CRM records.
Softr also connects to 17+ external data sources. You can connect to Airtable, Google Sheets, SmartSuite, BigQuery, and more. You can even integrate multiple data sources into the same app—so your dashboard could pull in deal records from HubSpot and project costs from Softr Databases at once. Most sources support real-time, two-way sync, so any changes made in your dashboard reflect in your CRM automatically.
Yes, Softr gives you full control over how team members experience your HubSpot dashboard. You can customize the layout, navigation, and visual metrics to match your specific sales process. Each chart or list block can be shown or hidden based on who's logged in, so a junior rep only sees their tasks while a manager sees high-level revenue trends.
You can also set up different user roles, such as Manager, Representative, or Analyst—and define exactly what each role can view or edit. For example, reps can update their deal stages, while only admins can delete records. This level of customization is especially useful when managing sensitive financial data or multi-departmental reporting, keeping the experience clean, secure, and tailored.
Yes, you can fully white-label your HubSpot dashboard in Softr. You can use your own logo, brand colors, fonts, and a custom domain (e.g., reports.yourcompany.com) to make the dashboard feel like a proprietary internal tool. You can also remove all Softr branding, so your team or clients only see your company's corporate identity throughout the reporting experience.
Yes, you can. Softr gives you a lot of flexibility to control both the design and layout of your HubSpot dashboard. You can adjust colors, fonts, spacing, and page structure to match your brand style guide. You can also choose how each report is laid out, decide which KPI cards go where, and set specific views for mobile vs. desktop.
To display your sales data, you can add different types of blocks depending on what you need:
- Table blocks – to show structured data like recent deals, contact lists, or activity logs
- List or Card blocks – to highlight top-performing agents or strategic accounts
- Detail View – to show a deep dive into a single deal or lead profile
- Forms – for reps to log new meetings or update lead status
- Charts – to show revenue growth, pipeline health, or conversion rates
- Calendar blocks – to display upcoming sales calls or contract deadlines
If your reporting needs change, it's easy to update the dashboard visually without touching any code.
Softr is built with security in mind. All data is encrypted in transit (TLS) and at rest, and your HubSpot dashboard is hosted on secure, reliable infrastructure. Softr apps give you full control over who can see and modify your CRM data. You can set up role-based permissions, manage users directly, and apply global restrictions to protect sensitive revenue information across your entire app.
For apps using Softr Databases, your data is hosted in Europe (Germany) with SOC 2 Type II compliance. When connected to external sources like HubSpot, Softr doesn't store your CRM records—it simply displays them in real time based on your secure access settings. You are always in control of your data and who can view or edit it.
It is fully production-ready. Unlike many AI tools that just "vibe code" fragile, custom scripts that are difficult to maintain, Softr builds your HubSpot dashboard on top of a stable, business-grade foundation.
We handle the "boring 80%" (like HubSpot integration security, hosting, and granular user roles) natively, so you don't have to. This solves the "Day Two" problem of AI: you get the speed of instant generation without the headache of managing raw, unreliable code. Your dashboard is secure, scalable, and ready for your sales team to use from day one.
Softr is the first AI-native platform for building business software. Unlike pure "vibe coding" tools that generate code that breaks, or traditional no-code tools that require hours of manual setup for HubSpot connections, Softr's AI Co-Builder creates apps on top of a secure, production-ready foundation.
What sets it apart is the hybrid advantage: you can use AI to generate your HubSpot dashboard and logic in minutes, then use visual controls for precise design editing. You get the speed of AI with the reliability of business-grade infrastructure (auth, roles, and native integration) already built-in. It's designed for operations teams who want to move from a reporting idea to a live dashboard on day one.
Yes. Softr supports powerful native workflows and a wide range of integrations so you can connect your HubSpot dashboard to the rest of your tech stack. You can automate tasks using Softr Workflows—like triggering an email whenever a deal value changes—or sync with tools like Stripe for billing data and Intercom for support logs.
Whether you need to push dashboard data to another system or trigger Slack notifications based on KPI thresholds, you can build it directly into your portal without writing code. Softr also supports REST API and webhooks for more advanced data synchronization.
Describe what you need. Softr's AI builds your HubSpot dashboard in minutes.