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CRM Application

CRM Application
React Platform
UI Framework
Ant Design
Data Provider
Auth Provider
Run on your local
npm create refine-app@latest -- --example app-crm


This CRM app example, built with Refine, demonstrates a complete solution for enterprise-level CRM internal tool needs. It has a wide range of functionalities for real-use cases, which are extensively utilized by enterprise companies.

The app connected to GraphQL API through Refine's Nestjs-query data provider, and its user interface is developed using Ant Design, which Refine offers built-in UI framework support.

We built this template to demonstrate how the Refine framework simplifies and speeds up development. It is a valuable resource, offering insights into Refine's best practices and modern development techniques.

The source code of the CRM app is also open-source; feel free to use or inspect it to discover how Refine works. Being production-ready, you can either build your own CRM internal tool using it as a code base or directly implement it as is.

Key Features:

  • Dashboard: Overview of CRM activities, key metrics, and customer interactions.
  • Calendar: Manage appointments and events.
  • Scrumboard-Project Kanban: Streamline project management and task tracking.
  • Sales Pipeline: Visualize sales stages and track lead conversions.
  • Companies: Organize business contacts with detailed profiles.
  • Contacts: Efficient management of individual customer interactions.
  • Quotes: Create, send, and manage customer quotes.
  • Administration: Customize CRM settings, user roles, and permissions.

This CRM app template can be used in for various app requirements like B2B applications, internal tools, admin panel, dashboard. Such as:

  • Human Resource Management (HRM) Tools
  • IT Service Management (ITSM) Tools
  • Network Monitoring Tools
  • Risk Management Tools
  • Customer Support Tools
  • Financial Planning Systems
  • Customer Analytics Tools
  • Inventory Management Systems,
  • Sales and Marketing Tools,
  • Supply Chain Management Tools
  • Retail Management Systems
  • Business Intelligence Tools
  • Electronic Health Record (EHR) Systems
  • Patient Management Systems
  • Health Information Exchange (HIE) Systems
  • Pharmacy Management Systems