CRM SaaS Template

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Contacts, companies, and deals laid over a pipeline you actually work — log a call, move a stage, see what is slipping. Built around moving a deal forward, not just storing names.

What’s included

Capture a lead, work it down the pipeline, and keep every call, email, note, and document attached to the people and companies it belongs to. The CRM template ships every screen that flow needs — contacts, companies, deals, and the daily tools around them — already wired together.

  • A finished application, not a starter kit. Every screen is built and wired — dashboards, records, pipelines, settings, auth. You begin from a product that already runs, not a folder of sections you have to assemble into something usable.
  • One foundation underneath all of it. Primitives, blocks, and layouts are shared across every NateUI template. Pull in a page from another template months later and it still reads as one product — it is drawn from the same system, not bolted on.
  • The components are yours, not borrowed. Dialogs, tabs, menus, and forms are built in-house on NateUI’s own API — no Headless UI wearing our styling. You own the behavior, not someone else’s API decisions.
  • Take it apart, and keep it current. Scaffold with the NateUI CLI, decompose any template back to its primitives, and pull new versions of the system without trashing your changes. Ownership you can actually operate.

Every screen

A finished application, not a folder of sections — each area ships wired and runnable.

Overview
Dashboard
Contacts
Contacts list · Contact record · Activity · Emails · Notes · Tasks · Documents
Companies
Companies list · Company record · Activity · Emails · Notes · Tasks · Documents
Deals
Pipeline
Productivity
Tasks · Notes · Emails
Workflows
Workflows · Visual editor
Settings
Profile · Security · Notifications · Integrations · Billing · Appearance
Authentication
Sign in · Sign up · Forgot password

Specs

Version: 0.1.0Last Update: 2026-06-01Released on: Oct 26, 2026

Tech Stack

TypescriptTypescriptTailwindCssTailwindCssTanstack TableTanstack TableReact Hook FormReact Hook FormRechartsRechartsTiptapTiptapDnd KitDnd KitReact FlowReact Flow