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CRM dashboard UI mockup

A sales CRM: a pipeline board with KPIs and deal cards per stage, and a contact page with the open deal, activity timeline, tasks and call logging.

  • 2 screens
  • web
  • Free
  • Editable
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The 2 screens

CRM dashboard: Pipeline, Contact detail. Each screen below is drawn from the mockup itself, with the headings, buttons, fields and lists that are on it.

  1. Pipeline screenhttps://app.harborcrm.io/pipelineHarbor CRMHomePipelineContactsCompaniesTasksReportsSettingsPipelineSearch deals, contacts, companies…New dealRVSales pipeline42 open deals · Q4 2026 · owned by everyoneBoardListForecastOpen pipeline$2.41M+8.2%vs last monthWeighted forecast$1.28M+4.6%vs last monthWin rate (90 days)31%+2.1 ptsvs last monthAvg. sales cycle38 days-3 daysvs last monthLead · 3$54kFleet pilotNorthpeak Logistics$24kDWWebsite rebuildCopperleaf Studio$12kASData auditMaris Health$18kTKAdd dealQualified · 2$87kAnnual licenceBrightwell Foods$56kLMSeat expansionOrbital Labs$31kJPAdd dealProposal · 3$171kPlatform migrationTidewater Bank$140kRVSupport planKestrel Air$22kASAnalytics add-onFernhill Retail$9kTKAdd dealNegotiation · 2$149kFleet telematics rolloutNorthpeak Logistics$84kRVMulti-year renewalGlasshouse Media$65kLMAdd dealWon · 2$225kStarter bundlePinecrest Schools$15kJPEnterprise tierAtlas Freight$210kRVAdd deal
    1Pipeline

    Pipeline

    Browser page with 18 paragraphs, 17 labels, 13 avatars, 12 badges, 12 cards, 6 buttons, 5 sections, 4 stat / KPIs and 6 more component types.

    Headings
    Sales pipeline
    Navigation
    Home · Pipeline · Contacts · Companies · Tasks · Reports · Settings · Board · List · Forecast
    Fields
    Search deals, contacts, companies…
    Buttons and actions
    New deal · Add deal
    Text and labels
    42 open deals · Q4 2026 · owned by everyone · Open pipeline $2.41M · Weighted forecast $1.28M · Win rate (90 days) 31% · Avg. sales cycle 38 days · Lead · 3 · $54k · Fleet pilot · Northpeak Logistics · $24k · Website rebuild · Copperleaf Studio · $12k · Data audit
  2. Contact detail screenhttps://app.harborcrm.io/contacts/dana-whitfieldHarbor CRMHomePipelineContactsCompaniesTasksReportsSettingsContactsSearch deals, contacts, companies…New dealRVContactsNorthpeak LogisticsDana WhitfieldDWDana WhitfieldVP Operations · Northpeak LogisticsDecision makerWarmEmaildana@northpeak.examplePhone+1 415 555 0142LocationOakland, CAOwnerRosa VegaCallEmailOpen dealNegotiationFleet telematics rollout · $84,000LeadQualifiedProposal4Negotiation5WonExpected close 14 Nov 2026 · 70% probabilityActivityEmailsNotesFilesCall - agreed pilot scope, 40 trucks (today)Oct 2, 9:14 AMProposal v2 sent (Oct 16)Demo with ops team (Oct 9)First meeting at Northpeak HQ (Sep 30)Log a callOutcomeWhat was discussed?SaveTasksSend pilot contract draftBook site visit for Nov 3Share security questionnaireAdd taskOther contacts at NorthpeakMLPNGO+3Marcus Lee, Priya Nair, Glen Ortiz and 3 moreView company
    2Contact detail

    Contact detail

    Browser page with 8 paragraphs, 5 buttons, 5 cards, 5 headings, 4 labels, 3 badges, 3 checkboxes, 2 avatars and 13 more component types.

    Headings
    Dana Whitfield · Open deal · Log a call · Tasks · Other contacts at Northpeak
    Navigation
    Home · Pipeline · Contacts · Companies · Tasks · Reports · Settings · Northpeak Logistics · Dana Whitfield · Lead · Qualified · Proposal · Negotiation · Won · Activity · Emails
    Fields
    Search deals, contacts, companies… · Outcome · What was discussed?
    Buttons and actions
    New deal · Call · Email · Save · Add task
    Lists and columns
    Call - agreed pilot scope, 40 trucks (today) · Proposal v2 sent (Oct 16) · Demo with ops team (Oct 9) · First meeting at Northpeak HQ (Sep 30)
    Text and labels
    VP Operations · Northpeak Logistics · Decision maker · Warm · Email · dana@northpeak.example · Phone · +1 415 555 0142 · Location · Oakland, CA · Owner · Rosa Vega · Negotiation · Fleet telematics rollout · $84,000 · Expected close 14 Nov 2026 · 70% probability

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