Build your own pipeline management dashboard
Track deal stages, monitor sales performance, and forecast revenue in an AI-powered dashboard built with AI to fit your team's workflow.
Build exactly what your sales team needs
Customize your pipeline management dashboard with the exact views and stages your team needs. Add new reporting blocks as your processes evolve.
Visual lead stage tracking
AI sales performance insights
Automated deal status alerts
Centralized contact record management
Total revenue forecast reporting
Custom deal approval workflow
Unify your pipeline data in real time
Connect deal trackers, CRMs, and contact lists with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your sales operations.
Custom access for every team. Built-in security.
Give each teammate the right insights and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give different sales members tailored access and private dashboards, so each role sees just the pipeline stages and leads they need to manage.
User groups
Give different sales members tailored access and private dashboards, so each role sees just the pipeline stages and leads they need to manage.
Automations
Streamline your sales process with Softr Workflows. Trigger native automations for deal status changes or task assignments to keep the pipeline moving.
Works on any device
Access and update your pipeline management dashboard on the go via a mobile-ready interface, ensuring your data is always current.
Easy, secure logins
Use Google, email, or SSO logins to give your sales team fast, secure access to pipeline data—no IT tickets or complex setup needed.
Security
Keep sensitive deal and revenue 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 pipeline management dashboard in minutes with AI—no manual configuration or complex setup needed.
Consolidate your stack
Add features like revenue forecasting, deal approvals, and performance tracking as your sales process evolves.
Flexible as you grow
Start with a dashboard, then add lead forms, client portals, and CRM tools—all in one place with no extra tools.
Generate a custom pipeline management dashboard 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
Build your pipeline management dashboard
Describe what you need. Softr's AI builds your custom dashboard in minutes. Get started for free.