This is what I want to do - is Softr the best application to use? Thanks.
- I will be the builder and admin
- There will be 500+ end users
- The end users:
- are independent of each other
- not within my organization
- only have access to their data
- using an interface will enter information on a new lead (status = open)
- using an interface will update information on the lead until the lead is closed (does or does not become a client)
- have access to a dashboard that I create which lets them see information such as number of new leads, source of new leads, client conversion rates, etc.
Yes, Softr is actually a great fit for this exact use case! Building secure, external portals with custom permissions is one of the platform’s core strengths. And since it’s a no-code tool, you can absolutely build and manage the entire thing yourself without needing an engineering team.
Here is a quick breakdown of how it would handle your specific setup:
For data privacy, you can set up strict visibility rules. This means that when a user logs in, they will only ever see and interact with their own specific leads and no one else’s data.
To manage those leads, you can give them simple forms to add new ones, and interactive lists or tables where they can easily update the status from “open” to “closed” directly within the app.
You can also build custom dashboards for them using built-in chart and summary blocks. Just like the lists, these dashboard charts will automatically filter to only show the logged-in user’s data, so they can track their own new leads, conversion rates, and sources.
In terms of pricing, our Business plan allows for up to 500 app users, and if you grow beyond that, you can just get a custom plan that adapts to whatever volume you need.
Hope this helps! Let me know if you have any other questions.
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I was wondering about the cost per user. Claude had a good pricing breakdown though I assumed you are charging for it.
