Create an internal CRM for a small agency
Clients, contacts, deal stages, tasks and a dashboard that a five-person team can actually run their week from.
Build an internal CRM for a 5-person creative agency. Optimise for daily use, not for a demo. DATA MODEL - Client: name, industry, website, status (prospect | active | dormant), owner, created date. - Contact: name, role, email, phone, client (relation). - Deal: title, client (relation), value, stage (new | qualified | proposal | won | lost), expected close date, owner. - Task: title, due date, assignee, done flag, optional deal relation. SCREENS 1. Dashboard: open pipeline value, deals by stage, tasks due this week, 5 most recent activities. 2. Clients: searchable table with status filter, row click opens a detail page with contacts, deals and tasks. 3. Pipeline: kanban board by deal stage with drag and drop, value total per column. 4. Tasks: list grouped by due date with an inline "mark done" checkbox. RULES - Every table has search, sort and an empty state that explains what to do next. - Deleting anything asks for confirmation. - Seed the app with 12 realistic clients, 20 contacts, 15 deals and 18 tasks so every screen looks alive. ACCEPTANCE CRITERIA - I can create, edit and delete records on all four entities. - Dashboard numbers recalculate from real records, never hardcoded. - Mobile layout stays usable at 360px.