A desktop-first CRM for B2B sales teams — data-dense underneath, warm and approachable on the surface. Component library first, then six screen groups in light and dark.
Sticky header · resizable columns · hover row in red-50
Company ↑
Stage
Owner
Value
Northwind Fibre Ltd
Negotiation
Sarah Kyriacou
€184,000
Meridian Logistics
Qualified
Marios Petrou
Aegis Health Group
Won
Elena Andreou
€96,500
1–3 of 148 deals
Prev123Next
Nav rail item states
Deals
Companies hover
Reports
collapsed
Dark theme foundations
canvas
surface
elevated
red-500
red-300
WonNegotiation
LightDarkSystem
Theme control lives in the avatar menu and again in Settings. Dark is designed on its own terms — warm-toned, red-500 fills, red-300 for links and icons.
01Pipeline — Kanban & GanttOne dataset, four views, switched by the segmented control.
KANBAN · LIGHT
Dashboard
Leads 32
Companies
Deals
Legal
Activities
Reports
Admin
Quarter at 78%
€412k of €530k booked. Nice pace — three deals would close it.
Search deals, companies, people…⌘K
SK
Sales / Deals
Enterprise pipeline
ListKanbanGanttCalendar
Group: Stage
Comfortable
All dealsMy dealsClosing this monthAt risk+ Save this view
New · 12 · €96k
Qualified8 deals · €412,000
Meridian Logistics — fibre backbone
€128,000
RenewalMulti-site
MP
Closes 30 Sep
Coral Bay Resorts — guest Wi-Fi
€64,500
Hospitality
SK
Closes 12 Oct
Pafos Municipality — CCTV link
€38,000
Proposal sent6 deals · €338,500
This column is getting full — 6 of 5. Worth moving one forward today?
Northwind Fibre — 10Gb ring
€184,000
EnterprisePriority
SK
Closes 22 Sep
Drop to move to Proposal sent
Larnaca Port Authority — SD-WAN
€92,300
NC
Closes 5 Nov
Negotiation4 deals · €276,000
Aegis Health Group — clinic links
€96,500
Healthcare
EA
Closes 18 Sep
Helios Retail — 42 store uplink
€71,200
MP
Closes 2 Oct
Closed won0 deals · €0
No wins here yet
Drag a deal over when the paperwork lands. This month's first is close.
Swimlane variant
SK
Sarah Kyriacou5 deals · €341k
MP
Marios Petrou4 deals · €212k
Grouping by owner keeps the same columns and stacks a lane per rep.
KANBAN · DARK
Dashboard
Leads 32
Companies
Deals
Legal
Activities
Reports
Admin
Quarter at 78%
€412k of €530k booked. Nice pace — three deals would close it.
Search deals, companies, people…⌘K
SK
Sales / Deals
Enterprise pipeline
ListKanbanGanttCalendar
Group: Stage
All dealsMy dealsClosing this monthAt risk
New · 12 · €96k
Qualified8 deals · €412,000
Meridian Logistics — fibre backbone
€128,000
RenewalMulti-site
MP
Closes 30 Sep
Coral Bay Resorts — guest Wi-Fi
€64,500
SK
Closes 12 Oct
Proposal sent6 deals · €338,500
This column is getting full — 6 of 5. Worth moving one forward today?
Northwind Fibre — 10Gb ring
€184,000
EnterprisePriority
SK
Closes 22 Sep
Drop to move to Proposal sent
Negotiation4 deals · €276,000
Aegis Health Group — clinic links
€96,500
EA
Closes 18 Sep
Closed won0 deals · €0
No wins here yet
Drag a deal over when the paperwork lands. This month's first is close.
GANTT · LIGHT
Delivery timeline — Q3/Q4 2026
DayWeekMonthQuarter
Critical pathOn track
Record
▾Northwind Fibre — 10Gb ring
Site survey
Contract redlines
Signature
▾Meridian Logistics
Capacity audit
Pilot rollout
▸Aegis Health Group
W36
W37
W38
W39
W40
W41
W42
W43
W44
W45
W46
W47
Today
62% · 4 Sep – 30 Oct
Contract redlines
18 Sep – 9 Oct · Elena Andreou
45% complete · on the critical path
Signature milestone · 24 Oct
drag edge to resize
Dependencies draw as soft curves between bar ends; the critical path is tinted brand red. Bars drag whole and resize from either edge — dates snap to the current zoom.
02DashboardConfigurable widget grid — drag, resize, add from the library drawer.
DASHBOARD · LIGHT
c
Search everything⌘K
SK
Good morning, Sarah
Two deals moved to Negotiation overnight and Aegis Health signed. You're €118k from the quarter target.
1 Jul – 30 Sep 2026
Team: Enterprise ×Region: Cyprus ×
Pipeline value
€1.42M
+12.4%
Won this quarter
€412k
+8 dealsvs €366k last
Avg. deal size
€58,400
−3.1%smaller renewals
Win rate
31.6%
+2.2pt88 deals scored
Revenue vs. target
Apr
May
Jun
Jul
Aug
Sep
BookedTarget
Pipeline funnel
New · 142
Qualified · 96
Proposal · 61
Neg. · 34
Won · 28
Biggest drop-off is Qualified → Proposal. Worth a look this week.
03Record detailOne canonical layout, applied to Lead, Company and Legal.
LEAD RECORD · LIGHT · CANONICAL LAYOUT
NF
Leads / Enterprise / Northwind Fibre Ltd
Northwind Fibre LtdNegotiationPriority
LEAD-2026-0418 · €184,000 · Owner Sarah Kyriacou · Created 14 Jul 2026
NewQualifiedProposalNegotiationClosed won
ActivityNotesEmailsFilesRelated
Lead details▾
Primary contactAndreas Loizou · CTO
Phone+357 22 480 119
Annual contract valueEditing — press Enter to save
Expected close22 Sep 2026 Saved
SourceReferral — Meridian Logistics
Qualification (BANT)▸
Address & billing▸
Activity timeline
AllCallsEmailsMeetings
SK
Add a note, or log what just happened…
MP
MeetingTechnical deep-dive with the network team2 hours ago
Marios walked Andreas through the 10Gb ring design. They want redundancy costed separately before the board meeting on the 18th.
45 min3 attendees
SK
EmailSent revised pricing — v3Yesterday, 4:12pm
"Andreas — here's the updated schedule with the 36-month option you asked about…"
Opened 4×1 attachment
EA
CallProcurement check-inTuesday
Legal review takes ten working days once we send the final draft. Elena flagged the liability cap as the likely sticking point.
SY
SystemStage changed from Proposal sent to NegotiationLast week
What we know
Engaged for 61 days, five touches in the last fortnight. Response times are getting faster — a good sign. Nobody from finance is on the thread yet.
Engagement highNo finance contact
Key contactsAdd
AL
Andreas Loizou
CTO · decision maker
CH
Christina Hadjis
Procurement
Related records
Open deals2
Contracts1 draft
Support ticketsNone
SAME RECORD · DARK
NF
Leads / Enterprise / Northwind Fibre Ltd
Northwind Fibre LtdNegotiation
LEAD-2026-0418 · €184,000 · Owner Sarah Kyriacou
NewQualifiedProposalNegotiationClosed won
Lead details
Primary contactAndreas Loizou · CTO
Annual contract value€184,000
Expected close22 Sep 2026
SourceReferral — Meridian Logistics
Activity timeline
MP
MeetingTechnical deep-dive with the network team2 hours ago
They want redundancy costed separately before the board meeting on the 18th.
SK
EmailSent revised pricing — v3Yesterday
Opened four times. No reply yet — nudge on Thursday if it's still quiet.
EA
CallProcurement check-inTuesday
Legal review runs ten working days from the final draft.
SAME PATTERN · COMPANY RECORD
ML
Companies / Logistics
Meridian LogisticsCustomer
ACC-1182 · 340 employees · Nicosia · Customer since 2021
Account health
Lifetime value
€612,400
Renewal
Mar 2027
Steady account. Three open deals and no support escalations this year.
Sites
Nicosia HQ1Gb symmetric
Limassol depot500Mb
Larnaca hubPending survey
Open deals
Fibre backbone upgradeQualified€128,000
Depot SD-WANNew€44,200
Managed firewall renewalAt risk€18,600
SAME PATTERN · LEGAL RECORD (CONTRACT)
MSA
Legal / Contracts
Northwind MSA 2026Out for signature
CTR-2026-0091 · v4 · Counsel Elena Andreou
18
18 days until this expires. Plenty of time — the renewal draft is already attached.
Signature status
SK
Sarah Kyriacou · CablenetSigned
AL
Andreas Loizou · NorthwindWaiting
Version history
v4Liability cap raised to €500k2 days ago
v3Payment terms Net 451 Sep
v2Added Larnaca site schedule21 Aug
Clauses
Service levels (99.95%)Agreed
Termination for convenienceAgreed
Liability capIn review
Data processing addendumNot started
Linked documents
Northwind_MSA_v4.pdf1.2 MB
Site_schedule_A.docx318 KB
Insurance_certificate.pdf640 KB
04Admin — configurable componentsDeep, but explained in plain language with preview-before-you-commit.
Setup
Data model
Object manager
Picklists
Record types
Interface
Page layouts
List views
Kanban stages
Automation
Workflows
Assignment rules
Setup / Object manager / Deal
Deal fields
28 fields, 6 of them required. Anything you change here shows up on layouts right away.
Field label
Type
Required
Used on
Deal name
Text
Required
6 layouts
Annual contract value
Currency
Required
6 layouts
Stage
Picklist
Required
6 layouts
Renewal risk
Picklist
Optional
2 layouts
Install lead time
Number
Optional
Unused
Edit field · Renewal risk
Pick a type first — you can change everything else later, but the type sticks.
Picklist
Text
Currency
Values
⠿LowDefault
⠿Watch
⠿High — dragging to position 2
Show this field only when…Stage is Negotiation or Closed won
Page layout builderDrag a component onto the canvas — it saves as a draft until you publish.
Components
Field section
Related list
Activity timeline
Insights card
Chart
Header — name, stage path, actions
Field section · Deal details
Drop here
Activity timeline
Properties
Section title
Columns
12
Collapsible
Kanban stage configuration
⠿QualifiedWIP 10
⠿Proposal sentWIP 5
⠿NegotiationNo limit
⠿Closed wonNo limit
Colours here drive the column accents and the pill badges everywhere else, so pick something distinguishable.
05Workflow builderTrigger → condition → action on a dotted canvas.
Renewal nudge — 60 days outv7 · edited 3 days ago
Active
Add a step
Trigger
Condition
Action
Wait
Approval
Drop a step anywhere. Connect it by dragging from the little dot on a node's edge.
Trigger
Contract nears expiryRuns daily for contracts 60 days from renewal.
Condition
Is it worth more than €50k?
YesNo
Action
Create a renewal task for the ownerDue 14 days before expiry, priority High.
Action · needs attention
Send renewal email
This one needs a template before it can run. Pick "Renewal — 60 day" and you're set.
Minimap
+
−
fit
80%
Create a renewal task
Record owner▾
14 days before expiry▾
Recent runs
Today, 06:0014 records
Yesterday, 06:0011 records
3 Sep, 06:001 failed
The failure was a missing email template — fixed in v7.
06User managementUsers, roles, teams — and a drawer for the detail.
People42 active, 3 invited. Everyone here can sign in with SSO.
3 selectedChange roleAdd to teamDeactivate
Name
Role
Team
Status
Last active
SK
Sarah Kyriacou
sarah.k@cablenet.example
Team lead
Enterprise
Active
2 minutes ago
MP
Marios Petrou
marios.p@cablenet.example
Account executive
Enterprise
Active
1 hour ago
EA
Elena Andreou
elena.a@cablenet.example
Legal counsel
Legal
Active
Yesterday
NC
Nikos Charalambous
nikos.c@cablenet.example
Sales rep
SMB
Invited
Hasn't signed in yet
1–4 of 45 people
123
Role & permission matrixTap a cell to cycle: none → own records → all records.
Sales rep
Team lead
Legal
Admin
Deals — Create
All
All
None
All
Deals — Edit
Own
All
None
All
Deals — Delete
None
Own
None
All
Contracts — Read
Own
All
All
All
Reports — View all
None
All
Own
All
Teams
▾ Cyprus commercial
▾ Enterprise 12
SK
Sarah Kyriacou · lead
MP
Marios Petrou
▸ SMB 18
▸ Public sector 7
Marios Petrou
MP
marios.p@cablenet.exampleActive
Role
Account executive▾
Login history
Today, 08:14 · NicosiaCurrent
Yesterday, 17:52 · NicosiaChrome
2 Sep, 09:03 · LimassoliOS app
07Cross-cutting systemDesigned once, used on every screen above.
Filter builder
Show deals whereStage is NegotiationANDValue is over €50,000
ANDOwner is meOROwner is Marios P.
+ Add condition
32 deals match right now
Wizard & forms
Step 2 of 3
Who's the main contact?
Helps us route follow-ups to the right person.
Delete this deal?Northwind Fibre — 10Gb ring and its 14 activities will go. We can't bring them back.
Deal moved to Negotiation.Undo
Two of these deals have no close date. They won't show up in the forecast until they do.
Saved views are shared with your team — anyone in Enterprise can use this filter.
Skeleton loading
Rows fade in as data lands — no spinners in tables.
No deals match that filterTry widening the date range, or clear a chip or two and see what comes back.
Tablet — what collapses
Nav drops to icons only. The three-column record stacks into one, with the right rail moving under the timeline. Kanban keeps scrolling sideways; Gantt tightens to 32px rows.
