CRM templates for teams that manage relationships and pipelines: contacts, deals, activity, and follow-up. These templates organize the messy reality of sales and customer work into scannable stages, record detail, and next-action clarity, so nothing slips. Shared structure includes pipeline boards, contact and deal records, activity timelines, and reporting views ready to bind to real data. The inventory spans general-purpose sales CRMs like Cobalt Pipeline for B2B teams and vertical tools like Torque Desk for dealerships or Evergreen Book for insurance agencies. Visitors converting here are founders, sales leads, and agencies who want a working front end rather than a blank canvas. Pick the template closest to your industry and wire it to your data source.
What to look forCheck the page set first: pipeline board, record detail, activity timeline, and any reporting screens. Then look at how fields are bound — templates with typed mock data for contacts, deals, and stages save the most rewiring. Finally, match the layout to your workflow: board-first suits active sales teams, while table- or dashboard-first layouts fit account management and renewals.
3 templates · Last updated 2026-07-21
A ledger-precise B2B CRM dashboard UI with pipeline board, accounts, and reports for enterprise sales.
View template · 3 themesRemixA bold industrial dealership CRM with a sales-floor dashboard, a lead queue, and an inventory board.
View template · 3 themesRemixAn evergreen-and-paper insurance CRM with ledger-style tables, renewals tracking, and a slide-in record panel.
View template · 3 themesRemix| Template | Type | Pages | Themes | Industries |
|---|---|---|---|---|
| Cobalt Pipeline A ledger-precise B2B CRM dashboard UI with pipeline board, accounts, and reports for enterprise sales. | Web app | 7 | 3 | Technology & SaaS, Professional Services |
| Evergreen Book An evergreen-and-paper insurance CRM with ledger-style tables, renewals tracking, and a slide-in record panel. | Web app | 6 | 3 | Finance, Professional Services |
| Torque Desk A bold industrial dealership CRM with a sales-floor dashboard, a lead queue, and an inventory board. | Web app | 6 | 3 | Retail & E-commerce, Technology & SaaS |
They are complete app UIs with real layouts, components, and copy, and they bind to real data when you remix them. Cobalt Pipeline, for example, ships with a pipeline board and reporting views ready to connect to your own data source, not placeholder screenshots.
Yes. Each template is built around a specific workflow, so you start close to your use case and adjust from there. Torque Desk pairs a lead pipeline with an inventory board for auto dealerships, while Evergreen Book tracks policyholders, policies, and upcoming renewals for insurance agencies. Any of them can also be restyled by a Dual7 design system to match your brand.
Yes. Remixing produces a clean codebase that you own outright and can host anywhere. Remixing is currently rolling out through early access, and every template previews free in the gallery before you commit.
Nothing to start. Every template in the gallery previews free, so you can click through the full interface, from pipeline stages to record detail, before deciding to remix it into code you own.
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