Sales development dashboard

Although CRMs capture a lot of useful customer information, they often aren't designed in a way to streamline a sales development team's workflow. With Retool, you can build a sales development dashboard that makes it easy for reps to sift through leads and take actions like updating info, extending trials, and enriching lead information.

Sales development dashboard

Build from a handful of drag-and-drop components

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Tabbed Container allow reps to toggle between lead info, account info, and bulk update information within a single application.
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Table display leads, accounts, and opportunities, and relevant info in a table.
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Text provide context about leads and accounts and label inputs like notes.
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Text Input use a text input field as a search functionality.
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Button trigger actions like enriching lead info, extending trials, or adding notes to records in your CRM.
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Dropdown change the status of a lead, opportunity, or account with dropdown selections.

To explore and update account records, you'll need to connect to data sources like Salesforce, Stripe, and your data warehouse — all possible with Retool.

Step 1 Create resource1. Create resource
Step 2 Read data2. Read data
Step 3 Connect data with UI3. Connect data with UI
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Adam Louie

Senior Director of Business Operations at LeadGenius

Retool has enabled us to completely remodel and refine our systems, which in turn has freed up valuable engineering resources equivalent to 2-3 full stack engineers.

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