Crm dashboard screen examples

Polar

Dashboard where the user creates a new customer profile via a side drawer, filling in name, email, and external ID.

• Add & Create
• Form

Assembly AI App Builder

List view where the user manages their CRM contacts, showing their name, company, status, creation date, and who invited them.

• Table
• Browse

Chatwoot

List view showing an empty state for active contacts, where the user can sort the list or initiate a new message.

• Empty State
• Filter & Sort

Bird

List view for managing reusable content blocks, currently empty and showing a success toast after a deletion.

• Empty State
• Success

Lightfield

List view where the user views task details in a modal and selects a custom due date using a nested calendar picker.

• Tasks
• Edit

Durable

List view showing an empty state for the contacts directory with prompts to add a new contact and an upgrade call-to-action in the sidebar.

• Empty State
• Upgrade Prompt

Cache

List view where a financial advisor tracks their clients, filtering by onboarding status and identifying accounts that need action.

• Table
• Filter & Sort

Attio

List view where the user manages sales deals in a pipeline board, currently configuring a filter by searching for deal attributes.

• Filter & Sort
• Table

Capsule

Dashboard where the user views their daily summary, recent activity, sales pipeline metrics, and upcoming tasks, with a prompt to subscribe before their trial ends.

• Dashboard
• Trial

Outseta

Dashboard showing daily KPI totals, a recent activity feed, and metric trend charts for people, accounts, emails, and tickets.

• Dashboard
• Charts

Twenty

Detail page where the user views a specific person's record alongside the main directory, currently showing an empty calendar tab.

• Files
• Table

FeatureOS

List view where the user manages active customers, showing details like email, role, and activity counts, with options to search, filter, and import.

• Table
• Search