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CRM
Pipeline CRM — Sales Pipeline Management
Multi-tenant SaaS CRM with visual Kanban pipeline for deal management, contacts, tasks, and sales analytics.
Project Overview
Pipeline CRM is a multi-tenant SaaS CRM and sales pipeline platform for agencies and sales teams. It provides visual Kanban pipeline views for deal management, contact and company management, task tracking, notes, activity timelines, and sales analytics — all with drag-and-drop functionality.
Key Result
Visual pipeline with drag-and-drop Kanban boards
Key Features
Visual Pipeline with drag-and-drop Kanban boards (custom stages)
Contact Management with company associations
Company Profiles with industries and relationships
Deal Tracking (full lifecycle from lead to close)
Task Management (priority-based, due dates, deal linking)
Sales Analytics (revenue charts, pipeline funnel, win rates)
Activity Timeline (automatic logging across deals and contacts)
Notes System (rich notes linked to contacts and deals)
Multi-Tenant Workspaces with role-based access
Tech Stack
framework
Next.js 16 (App Router)
language
TypeScript (strict)
database
Prisma 7 + SQLite
auth
NextAuth.js v5 (Auth.js) with JWT
styling
Tailwind CSS v4 (emerald green design system)
deployment
Netlify
Technologies Used
Next.jsTypeScriptPrismaNextAuth@dnd-kit
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