CRM Dashboard
Build a lightweight CRM to track contacts, deals, pipeline stages, and activity — kanban pipeline + contact list.
The Prompt
✨ Ready-to-use Lovable Prompt
Open LovableBuild 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
Copy the prompt
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- 2
Open Lovable
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- 3
Paste and send
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- 4
Iterate and refine
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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.
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Frequently Asked Questions
Can Lovable build a CRM that rivals Pipedrive or HubSpot?
How do I sync contacts from Gmail?
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