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Illustration of Agents showing an abstract nature scene
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App Builder
Mobile
Workflows
Database
External apps
Self-hosting
Illustration of Agents showing an abstract nature scene
AI Primitives

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EnterpriseStartupsAgencies

Discover

IntegrationsTemplatesUtilitiesBlogReads and reportsCustomer storiesInteractive tour

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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.

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Industry

Software as a Service

End users

Marketing and SalesOperations

Components

Button

Button

Dropdown

Dropdown

Text Input

Text Input

Table

Table

2+
Sales development dashboard

Components

Build from a handful of drag-and-drop components

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

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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What you can build with Retool

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From startups to Fortune 500s, the world's most effective teams use Retool to build custom business software. Our customers

adam_louie_headshot
LeadGenius Icon

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.

Try Retool today

Start building an internal tool or customer portal in under 10 minutes

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About
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Start for freeStart for freeBook a demoBook a demo
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© Retool 2025