Crm & Dashboard PWA - Lite

About this project

This template is a robust and fully customizable solution for those looking for a comprehensive and intuitive CRM, designed to optimize the management of deals, contacts, and activities.

Key Features:

✅ User Authentication: Sign In / Sign Up pages for secure account management.

✅ Business Workflow Management: Dedicated page for configuring custom workflows for companies.

✅ Interactive Dashboard: An overview of your CRM with essential metrics, sales pipeline, recent activities, timeline, and more.

✅ Deal Management: Create, edit, and list deals in Kanban format; Detailed popup with deal information, activities, notes, attachments, proposals, and a timeline of client interactions.

✅ Activity Management: Page to track all ongoing activities; Display options in list or calendar format; Advanced filtering and the ability to create/edit activities.

✅ Contact Management: Complete organization of contacts, whether individuals or companies; Create, edit, and filter contacts easily; Import contacts via .CSV file.

✅ Smart Notifications: List of upcoming scheduled activities to ensure nothing is overlooked.

✅ Advanced CRM Settings: Customize the CRM to meet your company’s needs; Create and organize multiple sales pipelines; Add products to attach to deals; Define loss reasons and tags for better categorization; Manage users with customizable permissions for different access levels; Import and delete data based on assigned permissions.

✅ Progressive Web App (PWA): Access your CRM from any device, providing flexibility and mobility.

✅ Full White Label: Completely customize the CRM with your brand identity, including colors, logo, and graphic elements, creating a unique experience.

And much more...

This template is ideal for entrepreneurs, startups, and businesses looking for a flexible and scalable CRM without having to develop one from scratch.