Sales CRM screen examples

Dock

Detail page where the user views a visual map of contacts for a specific account, organized by department and seniority level.

• Browse
• Table

Bird

Product page for a sales engine featuring a waitlist form, feature breakdowns with product screenshots, and customer testimonials.

Lightfield

Detail page where the user views an account overview for a specific company, including an AI-generated business summary, a recent activity timeline, and related CRM records in a right sidebar.

• Dashboard
• AI Summary

Durable

Detail page where the user views a contact's profile, including their contact information, messages, and invoices, with an active popover to delete the record.

• Profile
• Delete

Fabric

Marketing use case page explaining how Fabric functions as an intelligent CRM for sales and hiring, featuring a list of capabilities and a grid exploring other ways to use the product.

Attio

List view displaying a data table of deals with an active dropdown menu for switching between custom views like Pipeline and In progress, and a nested context menu exposing actions to rename, duplicate, or delete a view.

• Table
• Filter & Sort

Capsule

Product page for Capsule CRM software featuring a list of benefits, customer testimonials, a prominent free signup call to action, and an accordion-style frequently asked questions section.

Outseta

Kanban board where the user manages deals across stages like Lead Qualification, Discovery Call, and Proposal Sent.

• Dashboard
• Table

Twenty

Detail page where the user views a contact's profile, including their contact details, linked company, and an activity timeline.

• Profile
• Edit

ClickUp

Marketing page for sales teams highlighting CRM capabilities, automation, account management, and integrations with tools like Slack and Google Drive.

Fibery

List view of company contacts (Jo and Alice) where the user is configuring sort settings and choosing which database — Contacts or Interview — to sort by.

• Table
• Filter & Sort

Distrobird

Create modal where the user configures a new task with title, priority, type, assignee, and due date.

• Add & Create
• Tasks