🤝Ez CRM Dashboard 2.0
Customizable features and user-friendly interfaces
🔗Links
Template Link on Bubble Marketplace
Photos
Introduction
Introducing Ez CRM Dashboard 2.0, the ultimate web template to optimize the customer relationship management (CRM) experience. Designed to improve efficiency and productivity, this advanced dashboard allows businesses to easily manage interactions, track leads, and improve customer satisfaction. With an intuitive interface and powerful analytics, Ez CRM Dashboard 2.0 transforms data into actionable information, allowing you to make smarter decisions and strengthen long-term customer relationships. Stay ahead of the competition, streamline your processes, and take your business relationships to new heights with Ez CRM Dashboard 2.0.
The application boasts huge functionality that will satisfy the needs of any company.
The Dashboard displays all collected information on clients, employees, and done work.
The Сlient tab allows you to add and edit information about your clients, and add comments to streamline the flow of new client information.
Our template also includes a Kanban board for comfortable interaction with tasks.
An interactive Сalendar will make it easier to track and plan your activities for the future.
Chat is a required feature in applications of this type since communication within a team is the key to productivity.
Our template is fully compatible and responsive across all device types. Our team has developed this template in line with up-to-date UX/UI design standards, providing an intuitive interface and visually pleasing aesthetics.
While we sell the template as is, we remain open to discussing additional modifications. Before purchasing the template, we recommend checking out the preview section. If you have any questions or require further clarification, please do not hesitate to contact us, and we'll be delighted to assist and tailor a solution to suit your needs.
Features
Landing page
Registration page
Dashboard page
Clients page
Deals page
Task page for personal tasks
Kanban Task page to share with colleagues
Calendar Events page
Staff page with information about every user
Chat
File Browsing page
Account page
Commenting system
Responsive design
Notes
Important note: After purchasing this template and customizing it, be sure that you had a chance to learn how to set up data security.
Check all privacy settings by the following link before launch: Bubble Privacy
Since access to objects differs in each application and is unique for each case, ensure you have established all the privacy rules.
This template is not the final product. Any part of the application can be modified for different needs.
Pages
index
This is the landing page of the app and displays the features and reasons to use this template.
dashboard
This is the main page of the app. It contains:
Dashboard - This tab contains line and circle graphs displaying information about added clients count, deals and task statuses overview, and calendar events.
Clients - This tab contains the list of added clients and their information.
Deals - this tab contains columns with deals tasks.
My tasks - This tab contains current users' personal tasks.
Kanban desk - This tab contains the kanban tasks board.
Calendar - This tab contains the schedule.
Stuff members - This tab contains the company staff list.
Messages- This tab contains chats with company staff.
File management - This tab contains achieved, shared, user's files.
registration
This page contains Sign-In/Sign-Up forms.
reset_pw_main
This page contains the reset password form.
404
This page is shown when something goes wrong in app work.
Reusable elements
deals-column
This reusable element is used for convenient task movement between columns on the deals tab.
Workflow
Highlighting the workflow with color is a great way to separate actions in essence and significance. Below is the EazyCode standard for using colors with a detailed explanation.
The standards below are for informational purposes only. Any discrepancy is not related to the functionality of the application.
Blue - The actions taking place on our screen do not utilize the application's resources. For instance, when an element is clicked and a popup is opened or closed.
Green - These actions involve creating or modifying entries in the database. For example, "Create a new Thing," "Make changes to a thing or a list of things," as well as "Copy a list of things," and so on.
Red - This action involves deleting or resetting values. For instance, "Delete a thing or a list of things," as well as "Reset a group" and "Reset inputs."
Orange - Actions related to your navigation. For example, "Navigate to a page," or "Do when a condition is true" – when you use specific values for checking, such as "When the current user is logged in," and so on.
Cyan - Actions utilizing Custom Events – lengthy tasks that involve the creation, modification, deletion, and plugins within a single comprehensive workflow as steps.
Brown - Custom workflow, API workflow, and similar tasks.
Purple - The significance of this color is determined by the developer themselves, as it is done due to the fact that everyone has their own approach to development.
Grey - All other actions.
Data Types
Calendar Event
This data type is used to store calendar event proprieties.
| Field name | Type | Notes |
|---|---|---|
| Stores the user data type. | |
| Stores the comment data type. | |
|
| Stores the event date. |
|
| Stores the event description. |
|
| Stores the event title. |
|
| Stores the event preview description. |
| Stores the user data type. | |
| Stores the event type option set. |
Chat
This data type is used to store chat proprieties.
| Field name | Type | Notes |
|---|---|---|
| Stores the chat message data type. | |
| Stores the user data type. |
Chat_Messages
This data type is used to store message proprieties.
| Field name | Type | Notes |
|---|---|---|
| Stores the chat data type. | |
|
| Stores the message content. |
| Stores the user data type. | |
|
| Stores the messgae status(seen or not). |
Client
This data type is used to store client proprieties.
| Field name | Type | Notes |
|---|---|---|
Comment | Stores the comment data type. | |
Company name |
| Stores the client company name. |
Deal | Stores the deal data type. | |
| Stores the client email address. | |
Name |
| Stores the client name. |
Phone |
| Stores the client phone number. |
Column
This data type is used to store column proprieties.
| Field name | Type | Notes |
|---|---|---|
Deals | Stores the deal data type. | |
Name |
| Stores the column title. |
Comment
This data type is used to store comment proprieties.
| Field name | Type | Notes |
|---|---|---|
| Stores the commentary type option set. | |
|
| Stores the comentary content. |
| Stores the user data type. |
Deal
This data type is used to store deal proprieties.
| Field name | Type | Notes |
|---|---|---|
| Stores the client data type. | |
| Stores the column data type. | |
| Stores the comment data type. | |
|
| Stores the deal description. |
|
| Stores the deal deadline. |
|
| Stores the deal title. |
|
| Stores the deal price. |
| Stores the user data type. |
File
This data type is used to store attached file proprieties.
| Field name | Type | Notes |
|---|---|---|
|
| Stores the attached file. |
|
| Stores the file title. |
|
| Stores the file size. |
| Stores the user data type. |
KanbanTask
This data type is used to store Kanban proprieties.
| Field name | Type | Notes |
|---|---|---|
| Stores the client data type. | |
|
| Stores the kanban description. |
|
| Stores the kanban deadline. |
|
| Stores the kanban title. |
| Stores the kanban status option set. | |
|
| Stores the kanban tag. |
| Stores the user data type. |
Task
This data type is used to store task proprieties.
| Field name | Type | Notes |
|---|---|---|
Comment | Stores the comment data type. | |
Description |
| Stores the task description. |
Done |
| Stores the task status(finished or not). |
Due to |
| Stores the task deadline. |
Name |
| Stores the task title. |
Status | Stores the task status option set. | |
Tag |
| Stores the task tag. |
User
This data type is used to store user proprieties.
| Field name | Type | Notes |
|---|---|---|
Archive |
| Stores the user attached files. |
Business Type |
| Stores the user business type. |
Calendar Events | Store the calendar event data type. | |
Columns | Store the column data type. | |
Company Name |
| Stores the name of the company user works for. |
Deal | Stores the deal data type. | |
Demo |
| Stores the user status(demo or not). |
Full Name |
| Stores the user full name. |
Image |
| Stores the user image. |
Kanban | Stores the kanban task data type. | |
Phone |
| Stores the user phone number. |
Tasks | Stores the task data type. | |
User Job | Stores the user job option set. | |
User type | Stores the user type option set. |
Option Sets
Commentary-Type
user
system
Event-Type
Meeting
Education
Client
Work
Kanban Status
To do
In progress
Done
Task Status
New
Pending
Done
Archieved
User-Job
Developer
Manager
Designer
User-Type
Admin
User
The template is sold as is, although additional modifications can be discussed. Feel free to contact us for any inquiries and we’ll be happy to find a solution for your ideas – http://eazycode.com/
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