L
🤝Customer Relationship Management

CRM Dashboard

Build a lightweight CRM to track contacts, deals, pipeline stages, and activity — kanban pipeline + contact list.

Kanban pipelineContact listActivity timelineCSV importStale deal alertsMulti-user with RLS

The Prompt

✨ Ready-to-use Lovable Prompt

Open Lovable
Build a lightweight CRM dashboard with the following features:

**Contacts:**
- Contacts list with columns: Name, Company, Email, Phone, Status (Lead/Qualified/Customer/Lost), Owner, Last Contact
- Add contact form: name, company, email, phone, notes, source
- Click a contact to open a detail drawer with activity timeline
- Import contacts from CSV
- Tags and custom fields

**Deals Pipeline:**
- Kanban board with columns: Lead, Qualified, Proposal, Negotiation, Won, Lost
- Each card shows: deal name, contact name, value, expected close date
- Drag-and-drop cards between columns
- Clicking a card opens a drawer with full deal details, activity log, and notes

**Activity:**
- Log activities on a contact or deal: Call, Email, Meeting, Note — each with a timestamp and free-text body
- Activity timeline per contact and per deal, sorted newest first
- Weekly digest on the dashboard: "You logged 12 activities this week, closed 2 deals worth £8,400"

**Dashboard Overview:**
- KPI cards: Open deals, Pipeline value, Deals won this month, Deals lost this month
- Recent activity feed
- "Stale deals" alert: deals with no activity in 14+ days

**Design:**
- Clean, two-pane layout: sidebar nav + main content
- Drag-and-drop feels smooth (use @dnd-kit or similar)
- Responsive, but optimise for desktop — reps don't use CRMs on their phones
- Dark mode toggle

Store everything in Supabase. Each user sees only their own contacts and deals (RLS). Support team sharing via a simple 'team_id' column.

How to Use This Prompt

  1. 1

    Copy the prompt

    Click the 'Copy Prompt' button above to copy the full prompt to your clipboard.

  2. 2

    Open Lovable

    Go to lovable.dev and create a new project. If you're on the free plan, you get 5 credits/day.

  3. 3

    Paste and send

    Paste the prompt into the Lovable chat input and press enter. Lovable will start building your app immediately.

  4. 4

    Iterate and refine

    Review what Lovable builds. Use follow-up prompts to refine the design, add features, or fix anything that's off.

Pro Tips

  • Specify the kanban columns explicitly — Lovable will otherwise guess at generic stages
  • Ask for 'drag and drop between columns' — a kanban without drag and drop is just a table
  • Include 'stale deals alert' from the start; it's a surprisingly sticky feature

Prompt Variations

Different versions of this prompt for specific use cases.

Freelancer CRM

Build a freelancer CRM: track prospects, proposals sent, and invoices. Pipeline stages: Inquiry → Proposal Sent → Contract Signed → Delivered → Paid. Add invoice generation with Stripe payment links.

Frequently Asked Questions

Can Lovable build a CRM that rivals Pipedrive or HubSpot?
For a team of 1–20 it can cover 80% of the use cases at a fraction of the cost. For enterprise features like email sync, sequences, and reporting, you'll need bespoke integrations or a commercial CRM.
How do I sync contacts from Gmail?
Ask Lovable to add 'Google OAuth sign-in + a Supabase Edge Function that calls the Gmail API to import the user's contacts.' This requires setting up a Google Cloud project and OAuth consent screen.

Ready to build?

Copy the prompt above, then paste it into Lovable. Your app starts building instantly.

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