Demo CRM · English UI

A light, dense and production-grade CRM command center.

Built with Next.js App Router, TypeScript, Tailwind CSS v4 and synthetic data. The visual system follows the attached light CRM reference: white canvas, #f8f8f8 sidebar, #f3f3f3 kanban panels, compact text, and clean card boundaries.

Light mode

Pipeline value

$1.84M

+18.4%

Weighted across 46 active opportunities

Revenue forecast

$642K

+11.2%

Expected close this quarter

Lead response SLA

09m

-23.0%

Median first response time

At-risk accounts

Low usage or stalled stakeholder access

Forecast

Revenue intelligence

Pipeline Closed Forecast

Conversion

Lead funnel

Acquisition

Source mix

Inbound38%High intent

Partner24%Enterprise

Outbound18%Developing

Events12%Warm

Referrals8%Best close

Pipeline

Opportunity board

Dense light-mode kanban with fixed column width, stock profile photos, safe truncation, and route-backed controls.

Negotiation

$520,000

Skullcandy

jennywilson@louisv.com

Stable

$175,000

72%

Sarah Ansari 9 months ago

Meridian Systems

jack.morrison@meridian.co

Excellent

$210,000

68%

Noah Miles Jul 04

Signal Layer

Executive-grade CRM intelligence

Demo insights are rule-based and static. In production, this layer should run on server-side authorization, audit logs, and tenant-isolated CRM data.

Secure by default

Prioritize BrightPath Health

Multiple decision-makers joined the last demo and pricing intent is rising. Send sandbox access before the next budget review.

ScaleUp Labs is slipping

Deal health dropped after integration questions. Assign a technical owner and send implementation scope today.

Meridian likely to close

Proposal engagement is high. Legal and procurement are both active; keep executive sponsor looped in.

Leads

High-intent lead queue

Lead	Source	Status	Score	Potential	Next step
Grace Park COO · NextWave Corp grace.park@nextwave.demo	Referral	Contacted	88	$180,000	Send security questionnaire
Emma Williams Procurement Manager · CloudBase LLC emma.williams@cloudbase.demo	Website	New	71	$96,000	Book discovery call
Frank Turner Head of Sales · DataSync Co frank.turner@datasync.demo	Email	Nurture	54	$42,000	Add to value sequence
Carol Smith Head of Operations · BrightPath Ltd carol.smith@brightpath.demo	Event	Qualified	82	$132,000	Prepare ROI model
Karen Young VP Data · Vertex Analytics karen.young@vertex.demo	Outbound	At Risk	39	$72,000	Executive re-engagement
Noor Ahmad Founder · Cedar BioWorks noor.ahmad@cedar.demo	Partner	Qualified	91	$210,000	Invite to technical demo

Activity

Live sales signal feed

Live demo completed

12 min ago

BrightPath Health requested a sandbox using their own anonymized data.

Proposal viewed

37 min ago

Meridian Systems opened the enterprise proposal 4 times today.

Call note added

1h ago

PivotTech legal team is reviewing DPA and audit logging terms.

Internal note

3h ago

ScaleUp Labs needs integration clarity before procurement approval.

Execution

Priority task board

Static demo actions modeled after real sales operations.

CriticalMina

Send DPA redline to PivotTech

PivotTech Solutions

Today, 16:00

HighAda

Build ROI model for BrightPath

BrightPath Health

Tomorrow

MediumNoah

Follow up with CloudBase

CloudBase LLC

Jul 02