When to Use This Template

A custom CRM is an essential tool for any sales or revenue team. Whether you're part of a mature company or a seed-stage startup, a custom-built CRM can help with various critical tasks, such as keeping records of customers and prospects, tracking tasks and their statuses, managing action items, and monitoring key sales pipeline metrics.

This custom CRM template will be useful in several scenarios:

Analytics: Track key metrics such as total users and engagement rate, with the option to view relative changes over the past seven days.

View Deal Details: Quickly access all deal-related data, including the deal stage, progression timeline, key figures such as deal amount, creation date, and assigned manager.

Navigate Related Data: From an account view, drill down into all related information, including linked deals, past communications, scheduled meetings, comments, and more.

Quickly Find Deals and Accounts: Easily locate an account or deal by typing its name into the search bar. The preview of the accounts includes all the necessary information for you to assess the health of the account.

Update Deal Status: Move deals through the pipeline by updating the status directly or by dragging and dropping deals on the Kanban board.

Switch Between Views: Seamlessly switch between a list view and a Kanban view, where you can drag and drop cards to move deals through the pipeline in a way that fits your workflow.

Why Use a Custom CRM Template in Jet Admin?

Dedicated CRMs are often expensive, rigid, and lack customization to fit unique workflows. A CRM is one of the most important tools in any sales-led organization—not just for the sales team, but as a single source of truth for the entire organization when it comes to customer data.

Jet Admin’s Custom CRM template allows you to build a fully customized CRM on top of a pre-existing template while offering an extensive set of capabilities to modify and extend any internal or external app you want to create.

Search and Filtering: All UI components in Jet come with built-in features like sorting, filtering, search, and pagination, which can be quickly enabled, disabled, or customized. You can also unbind search and filter options to place them anywhere in your app.

Enhanced Widgets: Raw metrics can often be misleading or difficult to interpret. That’s why Jet Admin allows you to display a tiny preview of a linear graph alongside a metric, as well as its relative change over a specific period, instead of just showing a static number.

Variety of UI Components: Jet Admin provides 60+ out-of-the-box UI components that are ready to use and can be linked to your data without any coding. Components also include built-in styling functions, allowing you to easily adjust the look and feel of your app.

Granular Permission Management: Set role-based access rules for pages, data (Create, Read, Update, Delete), and UI components (conditional visibility). You can also set up authentication for users using Jet’s built-in Auth system or external providers such as Auth0, Xano Auth, and others.

Complex Data Drill-Downs: In addition to ready-to-use UI components, Jet Admin provides granular control over data and variables, enabling you to pass dynamic parameters across components, formulas, and pages to link any related data you have.

Built-in Database: Jet Admin comes with a built-in database (powered by PostgreSQL) that is seamlessly integrated into the platform. This allows you to quickly prototype any app, whether it’s a custom CRM or an inventory management system. Simply import a CSV or Excel file to start building on your data instantly, and later connect an external data source when you need to scale.