Dealflow - Visual CRM & Pipeline Tracker Template
Visual pipeline board with drag-and-drop deals, activity logging, forecasting, and CSV import/export
LOLovable
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Key Highlights
Drag-and-drop pipeline board
Move deals between stages visually and see your full sales funnel update in real time.
Deal cards with key metrics
Every card shows value, expected close date, contact, company, and current stage without extra clicks.
Dashboard with pipeline analytics
See total deals, pipeline value, win rate, and average sales cycle at a glance — filterable by week, month, quarter, or all time.
Contact & company management
Store and search contacts with tags, positions, and company associations. Manage company accounts with industry, website, and linked contacts.
Activity logging & calendar
Log calls, emails, meetings, and notes against contacts and deals. View all activities, tasks, and deal close dates on a monthly calendar.
CSV import & export
Bulk import contacts and deals from CSV with column mapping, or export your data to CSV. Downloadable templates included.
Features & Capabilities
Production-ready features built with modern tech stack for exceptional performance and user experience
Drag-and-drop pipeline board
Customizable deal stages
Deal value and close date tracking
Dashboard with KPI cards
Revenue forecasting
Contact management
Company management
Activity logging
Task management
Calendar view
CSV import & export
Pipeline chart visualization
Global search
Notification center
Onboarding wizard
Settings & configuration
Authentication
Dark mode support
Responsive layout
Team collaboration
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About this template
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