Business template

AI CRM Dashboard

Customer relationship manager with contact list, pipeline board, and activity feed.

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AI CRM Dashboard template preview built with PromptUI

Who it is for

Small sales teams who want the pipeline to summarise itself instead of being maintained by hand.

What it does

  • Track deals through stages
  • Summarise account history
  • Surface which deals need attention

Common in

SalesSaaSRecruitment

The brief we build from

This is the exact instruction PromptUI starts with. You can change every word of it before or after the first build.

Build an AI-powered CRM dashboard. Include a contacts table with search, sort, and status filters (Lead, Prospect, Customer, Churned). Add a sales pipeline kanban board (New, Qualified, Proposal, Closed Won, Closed Lost) with deal cards showing company name, value, and probability. Include an activity feed sidebar showing recent interactions (emails, calls, meetings). Add a top bar with total pipeline value, win rate %, and deals closing this month.

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