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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."