Built for startups, agencies, freelancers

CRMforbusinesses

Scroll to explore dashboards, analytics, leads, sales, and more — each screen opens full-bleed as it enters view.

First agentic CRM SaaS template with a built-in AI chatbot.

The first agentic CRM SaaS template with a built-in AI chatbot.

Build AI CRM, CMS, Admin dashboard in days, not months

New · Agentic AI

Build AI CRM, CMS, Admin dashboard in days, not months

  • Ask anything about leads, deals, pipeline, invoices, and tasks
  • Research accounts and get instant CRM answers — no tab switching
  • Create, update, and delete records with natural language
Cursor-ready source included

Describe the page. The project rules handle the details.

The source ships with focused Cursor rules that teach the agent your routes, shadcn patterns, theme tokens, and frontend-only data model. You ask for the feature — it extends the CRM consistently.

Example prompt

New CRM module

Add a Quotes page like Invoices with KPI cards, filters, a table, and create/edit modal.

Route, app module, navigation, demo data, and theme-ready UI

Thin routeshadcn tableSeed data

Example prompt

Record detail

Create a customer success detail page with health score, renewals, tickets, notes, and activity tabs.

Consistent profile shell, related records, tabs, and empty states

Detail shellCRM tabsResponsive

Example prompt

Brand & UI

Rebrand the CRM for a recruiting SaaS while keeping dark mode and the live theme customizer working.

Token-based colors, existing shadcn variants, and matching app chrome

Design.mdTheme tokensNo hardcoding

Example prompt

Advanced workflow

Build a CRM automation page with trigger and action steps using the existing campaign builder patterns.

A focused frontend workflow that reuses proven project components

Reuse patternsFrontend onlyToast feedback

Routes

Pages Router conventions

UI

shadcn + shared forms

Theme

Dark mode + live tokens

Data

Demo-first, backend later

What's in the template

60+ CRM screens

Leads, pipeline, deals, finance, dev tools — structured like a real SaaS product, not empty placeholders.

Agency-ready foundation

Sell the template to clients or let us extend it — same codebase, faster delivery for startups and mid-size teams.

Agentic AI chatbot

First agentic CRM copilot — ask questions, research accounts, create invoices, and mutate live data via OpenRouter tool-calling.

Theme & i18n

Live theme customizer, dark mode, accent schemes, and translation-ready structure out of the box.

Charts & analytics

Recharts dashboards so your demo feels operational — not a static mockup.

Auth & operations

Login flows, teams, email UI, tasks, calendar, notifications, and integrations pages your buyers expect.

Integrations

Tools you can plug into the CRM

Frameworks, payments, CMS, AI, and ops—the same stack we wire up for clients and ship in the template.

Ship the CRM UI on a modern React stack.

  • Next.js

    Core stack

    React framework · App Router, API routes & SSR

  • TanStack Router

    Migration-ready

    Type-safe routing · File routes & data loaders

  • TanStack Query

    API layer

    Server state · Caching, sync & mutations

  • Vite

    Dev workflow

    Build tool · Fast HMR & bundling

  • Tailwind CSS

    Built-in

    Styling · Utility-first design system

  • Framer Motion

    Included

    Animation · Landing & UI motion

More templates

Check our other CRM templates

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EstateOS — listings, leads, and closings

FAQ

Common questions about the template, licensing, custom builds, and support.

Full React + Next.js source code, 60+ CRM screens with demo data, shadcn/ui components, marketing landing, agentic AI chatbot (OpenRouter + tool-calling), theme customizer, Zod schemas, Design.md, and lifetime updates.

Contact

Questions about the template, custom CRM builds, or team licensing — book a call or reach out directly.

Send a message

Ready to ship or need us to build it?

Grab the template from $49, or talk to us about a custom CRM for your startup or agency client.

CRM SaaS Template
From $49