Sales CRM
v1.0.0
Open live demo → Screens
Overview
A sales workspace rather than an admin grid: a follow-up queue that puts the overdue first, a pipeline board whose column totals are weighted by each stage’s odds, and a deal room carrying the whole call, email and meeting history. Two access presets ship with it — an account executive works their own deals, a sales manager reads the entire team. The manifest scaffolds the company, contact, deal and activity tables into your connected database and generates the dashboard the sales office lives in: every record with full CRUD, imports, exports and reporting across the whole history.
Capabilities
- Email receipts
- Realtime
- File storage
What you get
Tables it adds8
- users
- companies
- contacts
- pipelines
- stages
- deals
- activities
- tasks
Created fresh, or mapped onto your existing tables at install.
Pages your dashboard gains5
- DashboardOpen pipeline, win rate and overdue follow-ups, with a stage funnel and what is closing soon.
- PipelineOpen deals on a kanban board; column totals weight by stage odds and every move is logged.
- CompaniesAn account list beside a company detail with its people, its deals and one activity timeline.
- PeopleA searchable contact directory showing the deals each person is on.
- Follow-upsAn overdue-first queue with mark-complete and push-a-week actions, both undoable.
Roles it pre-builds2
- sales-repReads and writes their own deals, activities and follow-ups, and reads companies and people. Cannot edit stages, and never sees settings.
- sales-managerEvery deal on the team, plus companies and people. Stage administration and settings stay with the super-admin.
Settings you configure4
- Company name
- Currency
- Days before a deal reads as stale
- Fiscal year starts
Deploy it
Sales CRM is a static frontend. Deploy it in one click, or grab the source and host it anywhere. It runs on built-in demo data today and connects to your Adminium instance when the publishable-key API lands.