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Demo CRM

A CRM-shaped demo used to explore sales and support workflows in documentation and live prototypes: pipelines, contacts, and lightweight reporting—without binding to a single vendor product.

Problem​

Stakeholders often mean different things by “CRM.” A neutral demo clarifies objects (accounts, contacts, deals), states (stages, owners), and integrations before committing to build or buy.

Solution​

Walk through canonical flows: lead → qualified → opportunity → won/lost, task follow-ups, and a simple dashboard. Keep the UI opinionated enough to feel real, but generic enough to map to HubSpot, Salesforce, or custom stacks.

Example pipeline mix (illustrative)​

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Impact​

  • Aligns sales, marketing, and engineering on vocabulary before schema design.
  • Useful sandbox for UX experiments (mobile, quick actions, permissions).

Lessons learned​

  • Stage definitions are political—document exit criteria, not just labels.
  • Owner + team fields matter as much as the funnel graphic.
  • Reporting wants stable IDs and audit timestamps from day one.

Tech stack​

  • Docs / site: Docusaurus, MDX (this showcase)
  • Typical product stack for a real build: React or similar SPA, REST or GraphQL API, relational DB, auth provider

For related reading, see the CRM development docs category.