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CRM UI components for contacts and invoices

Contacts with history, deals, notes and invoices with line items.

2 components · 10 variants
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From the first call to the paid invoice

A CRM keeps everything about a customer in one place, the people, the conversations, the open deals and the money. The two components here follow that path, from the contact you just met to the invoice that is paid, and both read your records through props.

CRM contact shows a contact profile with tabs, a contact history with filters and new entries, the deals of a contact with value, chance and a stage ladder, notes with @ mentions and a contact list with the detail beside it. Invoice brings a printable invoice document, an editor with live sums and checks before sending, an invoice list with filters and bulk actions, a page where the customer pays and payment reminders in stages.

Put the next action on top of every contact, a call, a mail or a meeting, then the history follows by itself. Keep invoice numbers, tax rates and payment details in your own system and pass them in, the components format amounts and dates in the language of the page.

crm-contact

CRM contact

A CRM contact in five screens. Profile with tabs, a history with filters and new entries, deals as a stage ladder, notes with mentions and a list with detail.

Props and details · CRM contact

Contact profileNew in 1.2

Avatar, company, mail, call and meeting as real actions, the key fields, three numbers and tabs for history, deals and notes.

Contact historyNew in 1.2

Mails, calls, meetings and notes by day on one line, filters with counts, a composer for new entries and the contact in numbers.

Contact dealsNew in 1.2

Every deal with value, chance and close date, the stage as a ladder to change, live sums for pipeline, weighted and won, and a new deal form.

Contact notesNew in 1.2

Pinned notes first, write with @ mentions from a list, edit in place, delete with undo and filter by who is mentioned.

Contact list with detailNew in 1.2

Search and filter the list, arrow keys move through it, the detail shows fields, open deals and recent activity. Phones switch between both.

invoice

Invoice

Invoices in five screens. A printable sheet, an editor with live sums, a list with filters and bulk actions, a page to pay and reminders in stages.

Props and details · Invoice

Invoice documentNew in 1.2

Sender, recipient, line items, net, tax per rate and total, payment details, a paid stamp, PDF download and a clean print of the sheet only.

Invoice editorNew in 1.2

Add, move and remove lines, quantity, price, tax rate and discount, sums live in the format of the language, checks before sending and a preview.

Invoice listNew in 1.2

Sums for open, overdue and paid, status filters with counts, search, sortable columns, bulk mark as paid, reminders and cards on phones.

Pay an invoiceNew in 1.2

The customer view with amount, due date and line items, card, direct debit or bank transfer with checked fields and a calm thank you.

Payment remindersNew in 1.2

Reminder stages by days overdue, the text with placeholders, an optional fee, a live email preview, send and a history of what went out.

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