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CRM Dashboard

Manage your customer relationships effectively.

Overview​

The CRM (Customer Relationship Management) Dashboard provides a centralized hub for tracking leads, managing contacts, and visualizing your sales pipeline. It's designed to help sales and support teams stay organized and productive.

Key Features​

  • Lead Tracking: Manage the entire lifecycle of a lead, from initial contact to conversion.
  • Contact Management: Store and organize detailed information about your customers and prospects.
  • Sales Pipeline: Visualize your sales process with a customizable Kanban board or pipeline view.
  • Activity Logging: Track all interactions with customers, including emails, calls, and meetings.
  • Task Management: Create and assign tasks to team members to ensure follow-up and accountability.

Components Used​

  • DataTable: For managing lists of leads and contacts.
  • KanbanBoard: For visualizing the sales pipeline.
  • Avatar: For displaying user and contact profiles.
  • Badge: For indicating lead status and priority.

Customization​

You can customize the CRM Dashboard by:

  • Adding Custom Fields: Extend the lead and contact models to store additional information specific to your business.
  • Modifying Pipeline Stages: Update the stages of your sales pipeline to match your internal processes.
  • Integrating with Email/Calendar: Connect the CRM to your team's communication tools for seamless activity tracking.

Best Practices​

  • ✅ Do this: Keep contact information up-to-date and accurate.
  • ✅ Do this: Use the pipeline view to identify bottlenecks in your sales process.
  • ❌ Don't do this: Share sensitive customer data with unauthorized users; use role-based access control to protect your data.