CRM Dashboard Template

Design a Dashboard-Led CRM Website Template for Sales and Ops Teams

This CRM website template is optimized for dashboard-driven client and sales management. It’s perfect for SaaS tools or internal platforms that prioritize visibility, tracking, and team coordination over traditional contact pages.

What’s Included in This CRM Website Template

- Overview dashboard for deals, activity, and tasks

- Pipeline and deal tracking modules

- Team performance summaries

- Task and reminder blocks with visual status

- Built with Smart Components that adapt as you customize.

Who Should Use This Template?

- Sales enablement and CRM tool teams

- SaaS founders building admin dashboards

- Designers prototyping performance tracking UIs

- PMs creating high-level data visual flows

Example Use Cases

- Build a dashboard to monitor lead and deal stages

- Design a high-level sales performance tracker

- Prototype CRM for startups or vertical use cases

- Create shareable team view of sales activity

How to Customize This Template in Visily

- Apply your platform’s color theme and brand fonts

- Add widgets for key data: revenue, leads, conversion

- Rearrange dashboard modules by user role

- Share flows with your sales or product team

Why Use a Visily Template for CRM Dashboards?

- Speeds up design for overview-heavy CRM tools

- Designed for clarity, speed, and cross-role usability

- Great for visualizing KPIs and task follow-ups

- Ideal for team alignment and executive visibility

How to Get Started with This Template

1. Click “Use this template”

2. Sign in to Visily

3. Customize the dashboard modules and flows

4. Share or export for feedback and iteration