CRM clients

Architecture and functionality: CRM clients

A single client base from the website, Telegram and manual entries, with statuses and filters.

1. Metrics

Four cards show total clients, new clients over 7 days, clients in progress and accepted ones. The demo account lists 6 clients, all with the New status.

2. Search and filters

Search works by name, phone and email. Filters split the base by status: new, in progress, accepted, rejected and closed.

3. Table and data exchange

Rows show contacts, status, open deals and creation time, with edit and delete buttons. CSV import and export and manual client creation are available at the top.