In short
This Lovable CRM template gives you the screens of a modern sales CRM: a landing page, a pipeline board you can drag deals across, a companies table, a CRM dashboard with revenue and win rate, plus login and team settings. Build it in Lovable with Supabase for contacts, companies and deals, and shape it around how your team sells.
Who this CRM template is for
Small sales teams, agencies and founders who have outgrown a spreadsheet but do not want to pay per seat for a big CRM full of features they never open.
A custom CRM built in Lovable fits your exact process: your stages, your fields, your reports. This set gives it the look of a polished sales tool from the first version.
What each key screen must get right
Pipeline board
Deal value and age on each card, stage totals at the top, and drag to move with the change saved instantly.
Companies table
Fast search, filters by owner and stage, and one click into the company with its contacts and deals.
CRM dashboard
Pipeline value, win rate and deals at risk, filtered by owner and period.
Login and team
Roles so managers see everything and reps see their own deals.
CRM screens, one by one
1. CRM landing page
The public page that explains the CRM: the outcome in the headline, the pipeline board in the hero image, key features and a sign up call to action. Useful even for an internal tool, as its home page.
2. Login
A clean sign in screen with email and password, social login and a forgot password link. The first screen every rep sees each day, so it should feel fast and familiar.
3. CRM dashboard
Pipeline value, deals won this month, win rate and a list of deals that need attention. A manager can see the state of sales without opening a single deal.
4. Pipeline board
Columns for each stage with deal cards showing company, value and age, and stage totals at the top. Drag a card to move it, the core habit of any sales team.
5. Pipeline dashboard
Forecast by month, conversion between stages and pipeline by owner. It answers the questions asked in every sales meeting.
6. Companies table
A searchable, filterable table of accounts with owner, stage and last activity, opening into the company with its contacts and deals.
7. Team
Reps and managers with roles, invites and deactivation. Roles drive who sees which deals.
8. Account settings
Profile, notification preferences and password. Small, but users judge a product by whether these basics are polished.
How to build this CRM in Lovable
Companies and contacts first
Paste the build prompt and create the companies and contacts tables with the companies table screen, so there is data to sell to.
Then the pipeline
Add stages and deals, then the pipeline board with drag and drop that saves the new stage.
Then the dashboards
Build the CRM dashboard and pipeline dashboard on top of deals: value by stage, win rate and forecast.
Team and permissions last
Add reps, roles and row level security so each rep sees their own deals and managers see all.
Supabase tables
The data a CRM needs. Lovable creates these when you connect Supabase.
companiesName, domain, industry, size, owner.contactsName, email, phone, title, company.dealsTitle, value, stage, close date, owner, company.activitiesCalls, emails and notes linked to a deal or contact.stagesYour pipeline stages in order, with win probability.Lovable CRM template build prompt
The full Lovable prompt for this CRM: build order, Supabase tables, row level security, auth and design rules, ready to paste.
Lovable build prompt: CRMBuild a CRM called [product name] for [audience]. Use React, Tailwind CSS and Supabase. DESIGN I will paste a BrowserMoon template for each screen. Match every template exactly: fonts, spacing, colours, corner radius and components. All screens must look like one product. Every screen works at 375px wide with no horizontal scroll.
Common mistakes and how to avoid them
Too many fields on day one
Start with the fields you use weekly; add more when someone asks for them.
No activity history
Log calls, emails and notes against deals, or the CRM becomes a list nobody trusts.
Stages hard-coded in the UI
Keep stages in a table so you can rename or reorder them without code.
Everyone sees everything
Use row level security by owner and role from the start.
How to grow your CRM after launch
After the core pipeline, the most valuable additions are email sync, task reminders for the next step on each deal, and a simple forecast by month. Each one is a new table plus one screen in the same design.
If you sell to other teams, the CRM landing page template turns your internal tool into a product: add signup and workspaces from the SaaS starter and it becomes a multi-tenant CRM.
CRM launch checklist
- Dragging a deal to a new stage saves instantly and survives a page reload.
- Reps only see their own deals; managers see the whole pipeline.
- Importing a CSV of companies maps columns correctly and skips duplicates.
- Win rate and pipeline value on the dashboard match the deals table.
- Every deal shows its latest activity and the next step.
- Deleting a company asks for confirmation and handles its contacts and deals.
Frequently asked questions
Can I build a CRM with Lovable?
Yes. Lovable builds the app and Supabase stores companies, contacts and deals. This template gives you the screens so the CRM looks finished from the start.
Does the pipeline board support drag and drop?
The template shows the design; ask Lovable to add drag and drop between stages and save the new stage to Supabase.
Can I import my contacts?
Yes. Ask Lovable for a CSV import on the companies and contacts tables.
Is a custom CRM better than an off-the-shelf one?
For small teams with a specific process, often yes: you get exactly the fields and stages you use, without paying per seat for features you ignore.
Can it send emails from the CRM?
Yes. Ask Lovable to connect an email provider through a Supabase edge function and log each sent email as an activity.
Can I build reports?
Yes. Ask for charts of pipeline by stage, won revenue by month and win rate by owner on the CRM dashboard.
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