CRM SaaS
React•
NextJs•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
The CRM template provides a starting interface for teams building a CRM product or an internal sales workspace. Customer records, a sales pipeline and follow-up tools are designed together, with source code you can adapt to your own process.
- Customer management — Contact and company records bring customer history and related work together, helping users prepare for conversations and keep track of the relationship.
- Sales pipeline — Review deal stages, value, ownership and recent activity, then move opportunities through the pipeline as they progress. The board helps users review priorities and plan their follow-up.
- Daily work — Task, note and email interfaces support the work between conversations, from keeping track of follow-ups to recording details for the next interaction.
- Visual workflows — A visual editor lets users arrange triggers, actions and conditions. Use it as the starting interface for custom CRM automation, with simulated runs and a run-history view.
The demo uses sample data. Persistent business data and real workflow execution require backend integration.
Every screen
- 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
Tech Stack
Typescript
TailwindCss
Tanstack Table
React Hook Form
Recharts
Tiptap
Dnd Kit
React FlowFrequently asked questions
What is included with my purchase?
Your purchase includes the CRM SaaS source code and access to the full NateUI component library. You receive the assembled template and can also use the NateUI CLI to create a starter and add pages or components. All-Access includes every template.
Does it include a backend?
A complete production backend is not included. The CRM uses sample data and simulated workflow runs. Connect your database and business logic for persistent customer records and real workflow execution.
How do I install the template?
Start with the NateUI CLI. It asks you to sign in with the email you purchased with, then creates your project:
npx nateui@latest init-template --crm my-app
Install dependencies and start the app using the commands printed by the CLI. This creates a slim starter; add the template pages you need with add-page. The included README covers template-specific setup. See the Documentation for more commands.
Can I use this template with other frameworks?
The template uses Next.js and TypeScript. You can adapt its React UI to another React framework, but Next.js-specific routing and server-side code need changes. Ready-made Vite, Vue, Angular or Svelte versions of this template are not included.
Can I use it for commercial or client projects?
Yes, within your license limits. Personal covers one developer and one production product. Team covers unlimited developers and products within a single organization. You may modify the source for your projects, but cannot redistribute or resell it as a template or component library. See the Terms of Service for the full license.
Can I customize it or use parts in an existing project?
Yes. You can edit the source, change the styling and layouts, or reuse individual components in an existing React project. Set up the required Tailwind styles, dependencies and import paths first. Template pages may also need changes to match your routing and data layer. See the installation guide for existing-project setup.
Are future updates included?
Yes. Your one-time purchase includes lifetime updates for the source covered by your plan. Updates do not automatically change your project; review and apply new versions to your customized code.
Didn't find an answer? Reach out to support@nateui.com.