Ez CRM Dashboard 2.0
Customizable features and user-friendly interfaces
Last updated
Was this helpful?
Customizable features and user-friendly interfaces
Last updated
Was this helpful?
Template Link on Bubble Marketplace
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 ะกlient 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 ะกalendar 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.
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
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.
This is the landing page of the app and displays the features and reasons to use this template.
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.
This page contains Sign-In/Sign-Up forms.
This page contains the reset password form.
This page is shown when something goes wrong in app work.
This reusable element is used for convenient task movement between columns on the deals tab.
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" โ when you use specific values for checking, such as "When the current user is logged in," and so on.
Cyan - Actions utilizing Custom Events โ 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.
This data type is used to store calendar event proprieties.
(seen-by)
Stores the user data type.
Comment
Stores the comment data type.
Date
date
Stores the event date.
Description
text
Stores the event description.
Name
text
Stores the event title.
Short Description
text
Stores the event preview description.
Team
Stores the user data type.
Type
Stores the event type option set.
This data type is used to store chat proprieties.
Chat Messages
Stores the chat message data type.
Chat Users
Stores the user data type.
This data type is used to store message proprieties.
Chat
Stores the chat data type.
Message Content
text
Stores the message content.
Receiver
Stores the user data type.
Seen
yes/no
Stores the messgae status(seen or not).
This data type is used to store client proprieties.
Comment
Stores the comment data type.
Company name
text
Stores the client company name.
Deal
Stores the deal data type.
text
Stores the client email address.
Name
text
Stores the client name.
Phone
text
Stores the client phone number.
This data type is used to store column proprieties.
Deals
Stores the deal data type.
Name
text
Stores the column title.
This data type is used to store comment proprieties.
(type)
Stores the commentary type option set.
Text
text
Stores the comentary content.
user
Stores the user data type.
This data type is used to store deal proprieties.
Client
Stores the client data type.
Column
Stores the column data type.
Comment
Stores the comment data type.
Description
text
Stores the deal description.
Due to
date
Stores the deal deadline.
Name
text
Stores the deal title.
Price
number
Stores the deal price.
Team
Stores the user data type.
This data type is used to store attached file proprieties.
File Content
file
Stores the attached file.
Name
text
Stores the file title.
Size
text
Stores the file size.
Team
Stores the user data type.
This data type is used to store Kanban proprieties.
Clients
Stores the client data type.
Description
text
Stores the kanban description.
Due Date
date
Stores the kanban deadline.
Name
text
Stores the kanban title.
Status
Stores the kanban status option set.
Tag
text
Stores the kanban tag.
Team
Stores the user data type.
This data type is used to store task proprieties.
Comment
Stores the comment data type.
Description
text
Stores the task description.
Done
yes/no
Stores the task status(finished or not).
Due to
date
Stores the task deadline.
Name
text
Stores the task title.
Status
Stores the task status option set.
Tag
text
Stores the task tag.
This data type is used to store user proprieties.
Archive
List of Files
Stores the user attached files.
Business Type
text
Stores the user business type.
Calendar Events
Store the calendar event data type.
Columns
Store the column data type.
Company Name
text
Stores the name of the company user works for.
Deal
Stores the deal data type.
Demo
yes/no
Stores the user status(demo or not).
Full Name
text
Stores the user full name.
Image
image
Stores the user image.
Kanban
Stores the kanban task data type.
Phone
text
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.
user
system
Meeting
Education
Client
Work
To do
In progress
Done
New
Pending
Done
Archieved
Developer
Manager
Designer
Admin
User
The template is sold as is, although additional modifications can be discussed. Feel free to contact us for any inquiries and weโll be happy to find a solution for your ideas โ http://eazycode.com/
Hire us:
List of
List of
List of
List of
List of
List of
List of
List of
List of
List of
List of
List of
List of
List of
List of
List of
List of
List of
List of
https://www.fiverr.com/share/qQoDQZ https://www.upwork.com/freelancers/~01c1a4cbef44ecb5f1 Follow us:
https://www.facebook.com/eazycode https://twitter.com/ezcode_official https://www.instagram.com/eazycodecom/ https://www.linkedin.com/company/eazycodecom/
