First agentic CRM SaaS template with a built-in AI chatbot.

The first agentic CRM SaaS template with a built-in AI chatbot.

Build AI CRM, CMS, Admin dashboard in days, not months

New · Agentic AI

Build AI CRM, CMS, Admin dashboard in days, not months

  • Ask anything about leads, deals, pipeline, invoices, and tasks
  • Research accounts and get instant CRM answers — no tab switching
  • Create, update, and delete records with natural language
Cursor-ready source included

Describe the page. The project rules handle the details.

The source ships with focused Cursor rules that teach the agent your routes, shadcn patterns, theme tokens, and frontend-only data model. You ask for the feature — it extends the CRM consistently.

Example prompt

New CRM module

Add a Quotes page like Invoices with KPI cards, filters, a table, and create/edit modal.

Route, app module, navigation, demo data, and theme-ready UI

Thin routeshadcn tableSeed data

Example prompt

Record detail

Create a customer success detail page with health score, renewals, tickets, notes, and activity tabs.

Consistent profile shell, related records, tabs, and empty states

Detail shellCRM tabsResponsive

Example prompt

Brand & UI

Rebrand the CRM for a recruiting SaaS while keeping dark mode and the live theme customizer working.

Token-based colors, existing shadcn variants, and matching app chrome

Design.mdTheme tokensNo hardcoding

Example prompt

Advanced workflow

Build a CRM automation page with trigger and action steps using the existing campaign builder patterns.

A focused frontend workflow that reuses proven project components

Reuse patternsFrontend onlyToast feedback

Routes

Pages Router conventions

UI

shadcn + shared forms

Theme

Dark mode + live tokens

Data

Demo-first, backend later

What's in the template

60+ CRM screens

Leads, pipeline, deals, finance, dev tools — structured like a real SaaS product, not empty placeholders.

Agency-ready foundation

Sell the template to clients or let us extend it — same codebase, faster delivery for startups and mid-size teams.

Agentic AI chatbot

First agentic CRM copilot — ask questions, research accounts, create invoices, and mutate live data via OpenRouter tool-calling.

Theme & i18n

Live theme customizer, dark mode, accent schemes, and translation-ready structure out of the box.

Charts & analytics

Recharts dashboards so your demo feels operational — not a static mockup.

Auth & operations

Login flows, teams, email UI, tasks, calendar, notifications, and integrations pages your buyers expect.

Integrations

Tools you can plug into the CRM

Frameworks, payments, CMS, AI, and ops—the same stack we wire up for clients and ship in the template.

Frameworks & build

Ship the CRM UI on a modern React stack.

Next.js

React framework / App Router, API routes & SSR

CRM-ready | Core stack

TanStack Router

Type-safe routing / File routes & data loaders

CRM-ready | Migration-ready

TanStack Query

Server state / Caching, sync & mutations

CRM-ready | API layer

Vite

Build tool / Fast HMR & bundling

CRM-ready | Dev workflow

Tailwind CSS

Styling / Utility-first design system

CRM-ready | Built-in

Framer Motion

Animation / Landing & UI motion

CRM-ready | Included

Backend & data

Connect auth, databases, and edge services.

Firebase

Google BaaS / Auth, Firestore & storage

CRM-ready | Webhook

Supabase

Postgres backend / Auth, realtime & edge

CRM-ready | REST API

PlanetScale

MySQL platform / Branching & serverless DB

CRM-ready | ORM-ready

Prisma

ORM / Type-safe data access

CRM-ready | Schema sync

Vercel

Deployment / Edge hosting & previews

CRM-ready | One-click

Payments & billing

Checkout, subscriptions, and revenue ops.

Stripe

Payments / Subscriptions & invoicing

CRM-ready | Native module

Polar

Merchant of record / SaaS billing & licenses

CRM-ready | API

Lemon Squeezy

Digital sales / Tax, VAT & checkout

CRM-ready | Webhook

Dodo Payments

INR checkout / Local payments & UPI

CRM-ready | Checkout link

CMS & knowledge

Sync docs, wikis, and marketing content.

Notion

Workspace / Docs, wikis & databases

CRM-ready | Sync

Obsidian

Knowledge base / Markdown vaults & links

CRM-ready | Plugin

Payload CMS

Headless CMS / TypeScript-first content

CRM-ready | REST & GraphQL

AI & copilots

Wire assistants, agents, and model providers.

ChatGPT

OpenAI / Assistants, chat & tools

CRM-ready | API

Claude

Anthropic / Long-context agents

CRM-ready | API

Resend

Transactional email / Lead capture & notifications

CRM-ready | Included

Automation & ops

Keep teams aligned and workflows moving.

Zapier

No-code automation / 5,000+ app actions

CRM-ready | Webhook

Slack

Team comms / Alerts & deal rooms

CRM-ready | OAuth

GitHub

Dev workflow / Issues, PRs & releases

CRM-ready | Webhook

Ready to ship or need us to build it?

Grab the template from $49, or talk to us about a custom CRM for your startup or agency client.

CRM SaaS Template
From $49