Business template

CRM, Invoices & Stock

Small-business operations workspace linking customers, pipeline, inventory, orders, invoices, payments, and reports.

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CRM, Invoices & Stock template preview built with PromptUI

Who it is for

Owner-operators running customers, invoices and stock across three different tools.

What it does

  • Track customers and deals
  • Raise invoices and record payments
  • Watch stock and orders in one place

Common in

RetailTradesProfessional services

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 a small-business operations app combining CRM, invoices, and stock management. Include an overview dashboard, contacts and companies, a sales pipeline, products and stock levels, purchase and sales orders, invoice creation and status tracking, payment recording, low-stock alerts, customer detail history, reports, and settings. Use one realistic linked dataset so customers, contacts, deals, products, orders, invoices, payments, and totals agree everywhere. Wire search, filters, create/edit forms, pipeline and order status changes, invoice line-item totals, payment state, stock adjustments, and low-stock acknowledgement. Keep every named area reachable on mobile and desktop through a compact responsive app shell; do not replace later areas with coming-soon placeholders.

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