B2B Sales Architecture
B2B Lead Management CRM Template
Generate a full-stack B2B lead management CRM with visual Kanban pipelines, automated deal stages, interaction histories, and CSV exports.
Architecture Mockup
Live Interactive Interface Simulation
New Inquiries14 Leads₹1,80,000
Proposal Sent6 Leads₹3,40,000
Negotiation3 Leads₹2,10,000
Closed Won9 Leads₹6,50,000
View Mode: Interactive Drag & Drop PipelineSQL RLS Security Active
Pre-Engineered Screens in this Template
Kanban Deal Board
Drag-and-drop pipeline tracking deal values and win probabilities
Lead Profile View
Chronological interaction trail with phone call notes and email logs
Team Performance Portal
Rep-level conversion stats, closed revenue summaries, and quotas
Data Import & Export
CSV lead mapper with automatic duplicate email deduplication
Key Architectural Specifications
Custom Deal Stages & Probability Weights
Automated Round-Robin Lead Assignment
Row-Level Permissions for Sales Reps
Exportable SQL Relational Architecture
Reference Starter Prompt
"Build a complete B2B Lead Management CRM with a visual Kanban pipeline (New, Contacted, Proposal Sent, Won, Lost), custom lead scoring, activity timeline logs for calls and emails, team member lead assignments, and CSV data export."
