Instant mobile dashboards for CRM analytics, anywhere for distributed retail teams.
Distributed retail teams struggle with remote access to customer data analytics in CRM tools, slowing down critical decision-making.
RetailSyncDash integrates seamlessly with CRMs like Salesforce and HubSpot, providing real-time, shareable dashboards accessible via mobile or web without full CRM logins. Teams get secure, role-based views of customer data analytics to make fast decisions on the go. Setup takes minutes, with automatic data syncing to eliminate remote access delays.
Distributed retail teams and managers using CRM tools for customer analytics
Mobile-first, token-based access bypasses CRM login friction for retail-specific metrics like sales velocity and customer churn.
professional
Connect to Salesforce, HubSpot via OAuth for real-time data pull.
Drag-drop builder for retail KPIs like revenue per store, customer LTV.
Share dashboard views with team permissions, no CRM access needed.
Responsive app-like experience offline-capable with sync.
Live data refresh every 5 mins via webhooks.
PDF/CSV exports of dashboard snapshots.
Push/email alerts for KPI thresholds.
Basic trend predictions using simple ML.
| Column | Type | Nullable |
|---|---|---|
| id | uuid | No |
| text | No | |
| created_at | timestamp | No |
Relationships:
| Column | Type | Nullable |
|---|---|---|
| id | uuid | No |
| name | text | No |
| user_id | uuid | No |
Relationships:
| Column | Type | Nullable |
|---|---|---|
| id | uuid | No |
| team_id | uuid | No |
| crm_type | text | No |
| access_token | text | No |
Relationships:
| Column | Type | Nullable |
|---|---|---|
| id | uuid | No |
| team_id | uuid | No |
| config | jsonb | No |
Relationships:
/api/integrations/connectInitiate CRM OAuth connection
/api/dashboardsFetch team dashboards
/api/dashboardsCreate new dashboard
/api/data/syncTrigger data sync from CRM
5 team members, 1k data points/mo
50 team members, 100k data points/mo
Unlimited
| Month | Users | Conversion | MRR | ARR |
|---|---|---|---|---|
| Month 1 | 150 | 3% | $112 | $1,344 |
| Month 6 | 800 | 8% | $1,600 | $19,200 |
No more login hassles—get real-time customer insights on mobile in seconds.
Post in LinkedIn groups for retail managers (e.g., Retail Tech Leaders) offering free Pro access for feedback; DM 20 contacts from CRM user forums; run $100 LinkedIn ad targeting 'retail CRM users remote'.
Many integrations
Complex setup, not mobile-first
Retail-focused, instant token access
TV dashboards
Weak mobile, full logins required
PWA mobility for field teams
Deep retail KPI templates + first-party data sync network effects as teams share dashboards.
Post-pandemic remote retail boom + CRM API maturity enables frictionless integrations.
CRM API changes break sync
Multi-CRM support + webhook fallbacks
Low adoption in small teams
Free tier + retail-specific marketing
Build delays on integrations
Start with 2 CRMs, expand later
Success: 5+ confirm willingness to pay $25
Success: 80% retention week 2
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