Pipeline view
Kanban-style deal pipeline with drag-and-drop cards. Configurable stages, deal values, and status indicators.
Contact management
Searchable contact list with filtering, detail modals, activity timeline, and notes.
Reporting dashboard
Revenue charts, conversion funnels, and KPI cards. Built on Recharts — customize with real data.
Role-based views
The exported project supports Clerk or NextAuth for role-based access control — sales reps see their deals, managers see everything.
Try this prompt
“Build a CRM dashboard for a B2B sales team. Include: sidebar nav, pipeline view with 5 stages (Lead, Qualified, Proposal, Negotiation, Closed), contact list with search and status filter, deal detail modal with activity timeline, and a reporting page with revenue chart and conversion funnel.”
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Frequently asked questions
Can I connect the CRM to a real database?
Yes. The exported project uses Prisma ORM patterns. Connect to Postgres, define your schema, and the generated UI components accept data props you wire up.
Does it include email integration?
Not by default. The integration panel supports Resend for transactional email. For full email tracking (opens, replies), integrate with a dedicated tool like HubSpot or Salesforce via API.
Can I customize the pipeline stages?
Yes. Stages are defined in a config array in the exported code. Add, remove, or rename stages by editing the array.