HubTrack - CRM Template

Bolt Templates

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Template Name

HubTrack CRM

Purpose / Use Case

A responsive CRM app designed for managing sales pipelines, client interactions, tasks, and performance metrics. Built to help sales teams streamline workflows and make data-driven decisions with ease.

Bolt Generation Prompt

Build a responsive CRM web app.
Users should be able to manage clients, pipelines, tasks, and view sales metrics.
Include the following pages:
• Dashboard with KPIs (deals, revenue, conversion), activity feed, and upcoming tasks
• Pipelines View with drag-and-drop stages
• Clients/Contacts with searchable list and detailed view
• Tasks section with due dates, priorities, client links
• Reports page with bar, line, and pie charts
Design specs:
Light UI (white, #f5f8fa grays, #2e7be5 blue, #ff7a59 orange), Inter font, sidebar + topbar navigation, card-based layout, tabbed content
Tech: React + router, TailwindCSS, context or mock data, organized in /components, /pages, /data, mobile responsive
Overview
Homepage
Homepage
Contacts
Contacts
Tasks
Tasks

Features

Dashboard KPIs: Real-time stats for deals, revenue, and conversion rates.
Pipeline Management: Drag-and-drop interface to track leads through sales stages.
Client Directory: Searchable contact list with profile pages.
Task Tracking: Tasks with due dates, priorities, and client associations.
Reports Dashboard: Bar, pie, and line charts summarizing sales performance.
UI/UX: Clean, mobile-friendly layout with sidebar/topbar navigation and card components.

Design Notes

Inspired by HubSpot’s clean and modern UI.
Color palette uses subtle light grays with vibrant blue and orange highlights.
Typography: Inter for a clear and modern look.
Mobile-first layout with collapsible sidebar and sticky headers.
Components designed with accessibility and readability in mind.

Troubleshooting

Drag-and-Drop Bugs: Resolved inconsistent stage updates by simplifying pipeline state structure.
Mobile Sidebar Collapsing: Used useMediaQuery to conditionally render sidebar behavior based on screen size.
Chart Rendering Delays: Optimized rendering by memoizing chart data in the Reports page.
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Posted May 14, 2025

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