CRM UI components for contacts and invoices
Contacts with history, deals, notes and invoices with line items.
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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.
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.
Similar components, Often combined with
Similar components
More from App, the same area of the kit.
- Tasks and planningKanban boards, task lists, time tracking and resource planning.
- Team and collaborationMessenger, team members and roles, activity logs and a text editor.
- ProjectsProject lists, overviews and timelines.
- Maps and placesMap apps with a list, pins, filters and routes, drawn without a map service.
- All of AppScreens for products. Sign-in, dashboards, tables, settings, billing and AI.
Often combined with
Sections that usually sit next to CRM and invoicing on a page.
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