Salesforce holds everything — and surfaces it poorly. We build custom apps that connect directly to your live CRM data: dashboards, pipeline views, account trackers, and internal tools built around how your team actually works, not how Salesforce was configured years ago.
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Most Salesforce teams are one layer of spreadsheet exports away from seeing what's actually happening in their pipeline. The CRM is the system of record — but it's rarely the tool people want to use.
Problem 1
Standard Salesforce dashboards are built around Salesforce's data model, not your workflow. Reps live in spreadsheet exports because the native UI doesn't show what they need, the way they need it.
Problem 2
Getting something purpose-built inside Salesforce historically means a Salesforce developer, months of scoping, and a bill that doesn't match the value. Most teams skip it and live with the workaround.
Problem 3
Manual exports, copy-pasted pipeline updates, offline tracking sheets. Every workaround adds lag between what's in Salesforce and what management is seeing. Decisions get made on stale data.
The fix
Lovable's Salesforce connector lets us query and update Accounts, Contacts, Leads, Cases, and Opportunities in real time. We build the interface around how your team works — not around how Salesforce was configured.
Each one is purpose-built for your Salesforce data model and your team's workflow. No generic templates.
Real-time views on Opportunity stage, deal value, and close probability — without logging into Salesforce. Updated live from your org. Built for the way your team reads a pipeline, not the way Salesforce built their UI.
Surface the signals that matter per account: open cases, activity gaps, ARR at risk, last contact date. One screen per account instead of navigating across five Salesforce objects to piece it together manually.
Capture, qualify, and route leads with logic your Salesforce workflows can't handle natively. Automatic assignment, priority scoring, and handoff tracking — all writing back to Salesforce in real time.
Ops and support teams see what matters without navigating Salesforce object trees. Filtered by priority, team, SLA status. Designed for the people who action cases, not the admin who configured them.
Rep-facing tools built around how your team actually sells. Quick-update interfaces, meeting prep views, and deal status pages that take 5 seconds instead of 3 Salesforce screens. Less friction means better CRM adoption.
Custom rollups and visualisations that pull live CRM data without a BI tool subscription. Leaderboards, forecasts, conversion metrics — built for your specific data model and updated in real time.
[ 01 ]
We map which Salesforce objects matter, what data the app needs to read and write, and what the team's current workaround looks like. That defines the build.
[ 02 ]
Your workspace admin configures the Salesforce connector with org credentials. Works with production orgs, Developer Edition, and sandbox environments. No third-party data layer.
[ 03 ]
We ship the app with live Salesforce data reads and writes. Typical turnaround is days, not months. You're looking at real data from your own org in the first review session.
[ 04 ]
As your process evolves, the app evolves with it. No re-implementation. No Salesforce developer needed. Changes go in fast.
Pipeline lives in Salesforce. Reporting lives in a spreadsheet someone exports every Monday. There's a gap between the data and the decisions — and it compounds every week. A purpose-built pipeline view closes it.
Account health data is spread across Salesforce objects that take too many clicks to navigate. CS teams want one screen per account. Support teams want a case queue that shows priority, not Salesforce's default sort.
You need live CRM data in a format that doesn't require Salesforce training to read. Forecasts, leaderboards, conversion rates — built around your business metrics, not Salesforce's default report types.
The workaround is usually the spec. Tell us what it is, which objects it involves, and what the team actually needs to see — and we'll tell you what a build looks like.
We'll be in touch. — Bailey