Business CRM Dashboard

Customer, Lead & Sales Pipeline Management

A working CRM prototype designed to demonstrate how businesses can manage leads, customers and sales opportunities from one central dashboard.

Centralizing Customer and Sales Management

Businesses often manage leads, customer information and sales opportunities across spreadsheets, emails and separate tools. This can make it difficult to maintain a clear view of the sales process.

This CRM concept brings lead management, customer records, pipeline stages and business statistics together in one structured interface.

Project Type Business Software Concept
Focus CRM & Sales Management
Platform Web Application
Status Working Prototype

Sales Information Can Become Difficult to Track

When leads, customer records and sales opportunities are stored across different systems, businesses may lose visibility over follow-ups, deal stages and customer relationships. A centralized CRM helps organize this information in one place.

One Dashboard for Leads, Customers and Sales

Business Dashboard

Provides an overview of customers, active leads, pipeline value and conversion activity.

Lead Management

Add, edit, search and manage sales opportunities with clear lead statuses.

Customer Management

Maintain customer records, company information, contact details and customer value.

Sales Pipeline

Move opportunities through different sales stages using a visual pipeline.

CRM Dashboard Interface

Business CRM dashboard concept

From Lead to Customer

1. Add a Lead

Create a new sales opportunity with contact details, company information and estimated value.

2. Progress the Opportunity

Update the lead through stages such as Contacted, Proposal and Negotiation.

3. Manage the Pipeline

Move opportunities visually between pipeline stages and track their value.

4. Convert to Customer

When a lead is marked as Won, the prototype automatically creates a customer record.

What the Prototype Can Do

Add and edit leads
Search and filter leads
Manage sales stages
Drag opportunities through pipeline stages
Manage customer records
Automatically convert won leads into customers
Track pipeline value
Display dashboard statistics

Prototype Technology

HTML5 CSS3 JavaScript LocalStorage Responsive Web Design

Current System Version

The current CRM prototype runs in the browser and stores information using local storage. This allows leads, customers and pipeline data to remain available in the user's browser without requiring a production backend.

The system is designed as a portfolio prototype and does not currently include multi-user accounts, server-side storage or production authentication.

How the CRM Could Be Expanded

Secure user authentication
Cloud database storage
Multiple users and employee roles
Follow-up reminders and tasks
Email integration
Advanced sales reports
Customer notes and communication history
Business-specific workflow customization

Explore the Working CRM

Open the live prototype to explore the dashboard, create leads, manage customers and move opportunities through the sales pipeline.

Need Business Software Built Around Your Workflow?

Muralmis Solutions can design digital systems for customer management, sales processes and business operations.

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