Crm Design

Contact Management

• Contact card: name, company, email, phone, last interaction.
• Activity timeline: calls, emails, meetings, notes.
• Tags/segments for grouping.
• Merge duplicates with conflict resolution.

Pipeline (Kanban)

• Columns = stages (Lead → Qualified → Proposal → Negotiation → Won/Lost).
• Card = deal (company, value, probability, close date).
• Drag between stages.
• Weighted pipeline value per stage.
• Color coding by deal health (at risk, on track).

Data Entry

• Inline editing in tables and cards.
• Auto-enrichment from email/social.
• Activity auto-logging (email opens, call duration).
• Minimal required fields (don't block workflow with mandatory data).

Reporting

• Won/lost analysis.
• Sales velocity (time per stage).
• Rep performance comparison.
• Forecast vs actual.