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Pipeline CRM

Pipeline CRM is an interactive, single-page Kanban-style CRM board built with Next.js 15 and React. It provides a visually appealing way to track sales deals across pipeline stages with drag-and-drop support, dynamic filtering, sorting, and celebratory confetti effects on deal wins. The app is fully client-side, requires no backend, and supports a clean light/dark theme with responsive design.


Features

  • Drag and Drop Kanban Board: Move deals between stages ("New", "Qualified", "Negotiation", "Won", "Lost") via drag-and-drop.
  • Confetti Animation: Celebrate every deal marked as "Won" with a bright confetti burst.
  • Search & Filtering: Search deals by title, company, or tags; filter by deal owner; sort by deal value, age, or probability.
  • Quick Add Modal: Rapidly add new deals with important details including title, company, owner, value, stage, probability, and tags.
  • Detailed Deal View: Click cards to bring up full deal info and change stages easily.
  • Responsive Layout: Works beautifully on desktops, tablets, and mobile devices.
  • Light and Dark Themes: Toggle between themes for comfortable viewing.
  • 3D Tilt Effect: Cards dynamically tilt according to mouse movement for a modern UI feel.
  • Pure React and Next.js: No external dependencies besides React and Next.js; easy to customize.

When to Use

  • Personal or team sales pipeline visualization without the need for complex CRM software.
  • Demoing animated Kanban boards in React or Next.js.
  • Prototyping ideas for sales or project management pipelines.
  • Tracking deal momentum visually with simple UI feedback.

Getting Started

Prerequisites

  • Node.js v18+ and npm/yarn installed
  • Familiarity with running Next.js apps

Installation

  1. Clone this repository or copy the provided files into a new Next.js 15 project folder.

  2. Install dependencies:

  3. Run the development server:

  4. Open your browser at http://localhost:3000 to view the Kanban CRM.


How to Use

  1. Adding Deals:
    Click the "+ Quick Add" button in the header and fill out the form to create a new deal.

  2. Managing Deals:
    Drag cards between pipeline columns to update stages. Dropping a deal into "Won" triggers a confetti burst.

  3. Searching & Filtering:
    Use the search box to filter deals by keywords in titles, companies, or tags. Filter by owner with the dropdown. Sort deals by value, recency, or probability.

  4. Reviewing Details:
    Click any card to view detailed information and change its stage from the detail modal.

  5. Theming:
    Toggle between light and dark modes via the button in the header for your preferred UI look.

  6. Responsive Design:
    The board adapts fluidly to your screen size from wide desktop layouts to single-column mobile views.


Screenshots

App Screenshot

  • Kanban Board Overview: Shows deals organized by stage with bright column accents.
  • Quick Add Modal: Add new deals quickly with a clear form.
  • Deal Detail Modal: View and update full deal details.
  • Confetti Celebration: Confetti bursts on winning deals for extra motivation.
  • Dark and Light Themes: Toggle UI modes with a delightful color scheme change.
  • Search and Filter Controls: Easily find and sort your deals.

Project Structure

  • app/layout.tsx — Root layout importing global CSS.
  • app/page.tsx — Main page importing the Board component.
  • app/components — Reusable React components: Board, Card, Column, Header, KPIBar, Modal, QuickAddForm, DealDetail.
  • app/hooks/useConfetti.ts — Custom hook to manage confetti animation.
  • app/styles — Global and modular CSS for styling and animations.
  • app/types.ts — TypeScript types for deals and stages.
  • app/seedDeals.ts — Mock data for initial deals.
  • app/utils.ts — Helper functions for currency formatting and date calculations.

Customization

  • Modify app/seedDeals.ts to change initial deals.
  • Update CSS files in app/styles/ to customize the theme, colors, or animations.
  • Extend deal properties and form inputs to match your CRM needs.
  • Add persistent storage layers if desired (localStorage, APIs, etc.).

License

This project is provided as-is for educational and demo purposes.


Enjoy your beautiful, powerful Pipeline CRM app! Reach out if you need help extending or deploying it.

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