Dealflow - Visual CRM & Pipeline Tracker Template

This template gives you a full CRM with a visual pipeline board where you can track deals from first contact to closed-won. Each deal card shows the value, expected close date, company, and current stage, so you always know where things stand without digging through spreadsheets or switching between tools.

The drag-and-drop interface lets you move deals between stages as conversations progress. The dashboard gives you a clear picture of total pipeline value, win rate, average sales cycle, recent activity, and deals closing soon — filterable by time period. The board updates in real time, so your whole team stays aligned.

Beyond the pipeline, Dealflow includes contact and company management with search and tagging, activity logging for calls, emails, meetings, and notes, a task manager with priorities and due dates, a calendar view, revenue forecasting with weighted projections, and full reporting with charts for deals by stage, value by stage, and win/loss ratios. You can import contacts and deals from CSV or export your data at any time.

Settings let you customize your profile, pipeline stages, team members, notification preferences, email templates, and external connectors.

Who This Is For

Sales teams at startups and small businesses tracking deals without enterprise CRM costs

Founders managing their own sales pipeline alongside product work

Freelancers and consultants keeping tabs on proposals and client engagements

Revenue operations teams that need a quick visual overview alongside their primary CRM

Agencies tracking client deals and project pipelines in one place

Best Use Cases

Startup Sales Tracking

Track your first deals through a structured pipeline without paying for Salesforce or HubSpot. The drag-and-drop board gives your founding team instant visibility into what's active, what's closing soon, and what needs follow-up. Import your existing contacts from CSV and start managing your pipeline immediately.

Freelance Client Management

Keep proposals, active projects, and renewals organized on one board. Each card tracks the value and timeline of your engagements, so you can spot gaps in your pipeline before they become revenue problems. Log activities against each deal to maintain a full history of client interactions.

Agency Deal Flow

Manage multiple client pipelines with stage names that match how your agency sells. Assign deals to account managers, filter by expected close date to forecast revenue, and use the reporting dashboard to run pipeline reviews. The calendar view shows upcoming close dates and task deadlines in one place.

Sales Team Overlay

Use Dealflow alongside your existing CRM. Import deal data via CSV and give your team a focused, drag-and-drop view for pipeline reviews and standups. Export data back out when you need to sync with other systems.

Getting Started

Step 1: Remix This Template

Click "Remix" to create your copy. You'll have a fully functional CRM ready to customize. All stages, pages, and views are already working.

Step 2: Familiarize Yourself With the Project

Go to User > Settings > Knowledge, and read what's under "Project knowledge" to understand the intended architecture and functionality before you start customizing.

Step 3: Customize Your Brand

Update colors, logo, and pipeline stage names to match your sales process. Lovable's visual editor shows changes instantly as you work.

Step 4: Add Your Deals and Team

Create your first deals with values, close dates, and assigned owners. Invite team members and set up the pipeline stages that reflect how you actually sell. You can also bulk import contacts and deals from CSV.

Step 5: Connect Your Tools

Set up external connectors through the settings page to integrate with services like Slack, Google Calendar, or HubSpot. Configure notification preferences so your team knows when deals move or need attention.

Step 6: Go Live

Deploy your CRM with one click. Lovable handles hosting, security, and performance. Share the link with your sales team and start tracking.

Step 7: Iterate and Make It Yours

Continue building and make any changes to the app to suit your team's exact preferences and workflows.

Conclusion

This CRM template works for sales teams, founders, and consultants who need a clear view of their deals without the overhead of enterprise CRM software. You get visual pipeline management, contact and company management, activity logging, task tracking, revenue forecasting, reporting, and CSV import/export in a template you can deploy in an afternoon. Whether you're tracking five deals or fifty, the drag-and-drop board keeps everything organized and your team on the same page.