Customer finder

If your business supports hundreds of customers, you’ll need a tool that allows customer support and sales teams to quickly locate customers. With Retool, you can easily connect to your CRM, payment processor, and anywhere else where customer data resides to surface relevant customer information in a single application.

Industry

Software as a ServiceMarketplacesEcommerce

End users

Marketing and SalesCustomer Support

Components

Table

Table

Text Input

Text Input

Button

Button

Dropdown

Dropdown

1+
Customer finder

Build from a handful of drag-and-drop components

[object Object]
Table show all relevant customer data in an easy to read table.
[object Object]
Text provide context about customers and how to search for them using text components.
[object Object]
Text Input use a text input field as a search functionality to search for customer records by name, company, id, and more.
[object Object]
Button trigger actions like viewing the customer website or salesforce record.
[object Object]
Dropdown change what types of customers show in your table with dropdown selections for industry or company size.

To explore and update account records, you’ll need to connect to a 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
Rohan Chopra
DoorDash Icon

Rohan Chopra

Director of Engineering at DoorDash

Investing in internal tools used to be a difficult and polarizing trade-off; Retool helped us to shift that paradigm by making tools a quick and painless part of any project, saving us countless hours of operator and engineering time.

Try Retool today

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

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