Business template

Deals Pipeline CRM

Table-first CRM with a sortable deals pipeline, a deal detail drawer, and a running activity timeline.

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Deals Pipeline CRM template preview built with PromptUI

Who it is for

Sales teams whose pipeline currently lives in a spreadsheet nobody updates.

What it does

  • Move deals through a visual pipeline
  • Track contacts and activity
  • Forecast what is likely to close

Common in

SalesRecruitmentAgencies

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 me Cardinal, a lightweight sales CRM for my small B2B team, and make it a proper sortable table of deals, not a kanban board. I want a header stats strip showing total pipeline value, weighted forecast, win rate, and a deals-by-stage breakdown, then a Deals table with stage pills (Lead, Qualified, Proposal, Negotiation, Won, Lost), value, owner, and close date, where clicking a row opens a right-side drawer with the full deal detail and an activity timeline I can add notes to. I also need Contacts and Companies views, search plus stage/owner filters, and "New deal"/"New contact" dialogs with proper validation (required fields, valid email, positive value) that show a success toast on save. Keep the look calm and professional: slate-50 background, white cards, one blue accent color, with emerald for won deals, rose for lost, and amber only for overdue/at-risk deals — never mixing those signal colors with the accent. Seed it with realistic-looking companies, contacts, and deals so it feels like a real pipeline, not empty placeholder data.

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