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Software · CRM & Sales Pipeline

Rapport

A sales CRM where dragging one deal re-draws the whole forecast.

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Interactive — this is the real demo running inside the page. Full screen

What this template does

Rapport is a working CRM for a Lebanese solar installer's sales team. Drag deals across a six-stage pipeline and watch pipeline value, weighted forecast, win rate and the monthly forecast chart recompute live. Open a deal to edit it, move it forward or mark it lost; manage contacts and companies, collect invoices with undo, and build audience segments with live counts.

Signature interaction

Drag a deal across stages and the column totals, KPIs and the nested-pill forecast chart all animate to their new values, with a +$ burst when you win.

Working in the demo

  • Pointer-event kanban drag (mouse, touch, keyboard)
  • Live KPIs and forecast chart that re-tween on every move
  • Deal modal with stage progress and Move to next stage
  • Undo toast for moves, payments and edits
  • Contacts table with search, filters and sorting
  • Contact and company drawers with editable details
  • Log calls and send simulated emails
  • Cash-flow curve with hover and series toggles
  • Receivables aging buckets that filter invoices
  • Mark invoices paid or send drafts
  • Segment builder with rule chips and live counts
  • Command palette, shortcuts, accent colour and density

Features inside this template

CRM Drag-and-Drop Pipeline
Business

CRM Drag-and-Drop Pipeline

A CRM kanban for a Lebanese solar installer: drag deals between stages with mouse, touch or keyboard, tune each stage's win probability and watch the weighted forecast and column totals recalculate instantly.

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Customer Segmentation
Business

Customer Segmentation

A visual rule builder over 300 seeded customers of a Lebanese online grocery: combine spend, recency, order count, city, tags and channel in AND/OR groups and watch the matching count, revenue share, segment mix donut and preview list update as you type.

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Interactive Reporting Dashboard
Business

Interactive Reporting Dashboard

A self-serve report builder for a Lebanese food distributor: choose a metric, group-by and split-by dimensions, filters, chart type and period, and get an animated chart plus a pivot table with totals. Save reports to a list, pivot rows and columns in one click, and preview the CSV export in a copyable panel.

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