Client CRM
Track leads through a pipeline, log every touchpoint, and see what needs follow-up today.
- Kanban pipeline with drag-and-drop stages
- Contact timeline of calls, emails and notes
- Follow-up reminders and an overdue view
Build a CRM for a small sales team. Core objects: Contact (name, company, email, phone, source, owner), Deal (title, contact, value, stage, expected close date), Activity (type: call/email/meeting/note, body, timestamp, linked contact or deal). Screens: 1. Pipeline board — deals grouped by stage (Lead, Qualified, Proposal, Won, Lost), drag a card to change stage, each card shows title, value and days in stage. 2. Contact list — searchable and filterable by owner and source, click through to a detail page with the full activity timeline. 3. Today view — deals whose expected close date has passed and contacts with no activity in 14 days. Seed the database with about 25 realistic sample contacts and 15 deals spread across stages so every screen has content on first load. Show deal value totals per stage in the board header.