01
Dashboard
Monitor total contacts, companies, pending tasks, open deal value, revenue trend, and pipeline stages.
Revenue and Relationship Platform
Keep Pipeline, Accounts, and Sales Motion Inside One CRM Workspace
Manage contacts, companies, deals, meetings, activities, documents, and notes from a modern commercial system built for daily execution.
Suntel CRM gives sales and account-facing teams one operating layer for customer context, opportunity movement, follow-ups, AI-assisted company research, and pipeline visibility.
Dashboard with KPI, revenue trend, and pipeline visibility
Contacts with lead, prospect, customer, churned, and inactive statuses
Companies with AI research and enrichment workflow
Suntel CRM Workspace
Modules
Dashboard
Contacts
Companies
Deals
Meetings
AI Research
Contacts
248
Meetings
26
Open Deals
$182k
Lead
Northshore retail
Insurance support expansion
Qualified
Healthcare workflow package
CPA reporting rollout
Proposal
Business suite pricing
Data ops migration
Negotiation
Enterprise retainer
Managed IT renewal
Search contacts or deals...
Ava Marshall • Northshore Retail
Mia Collins • BluePeak Finance
Ethan Blake • Summit Health
AI research
Northshore Retail
Multi-branch retail operator with expansion goals and a need for stronger account follow-up discipline.
Retail opsExpansionFollow-up visibility
Commercial Workflow Control
A CRM Designed Around the Actual Product Modules in Your Frontend
This CRM is not generic brochureware. It is based on the real product structure in your `crm-fe` app: dashboard, contacts, companies, deals, activities, meetings, documents, notes, pipeline settings, theme controls, and role-based access.
02
Contacts and Companies
Keep lead records, account context, company details, and relationship history in one place.
03
Deals and Pipeline
Move opportunities through visible stages with value, probability, owner, and expected close date.
04
Meetings and Activities
Coordinate calls, tasks, emails, meetings, and notes against the right customer record.
Revenue Workflow
From first lead to won account with visible system control
The CRM combines contacts, companies, deals, activities, meetings, notes, and settings to keep the commercial process structured.
Active workflow stage
Capture contact or lead
Step 1
Create lead and contact records with status, source, company context, ownership, and relationship details.
Use visible stage columns to understand opportunity momentum at a glance.
Track deal value, status, and probability directly on each opportunity card.
Tie activities and meetings back to the correct customer record instead of losing context.
Restrict advanced controls like pipeline and theme settings by feature and role.
Real CRM Modules
Explore the Live CRM Experience by Workflow Area
Each view below reflects the actual CRM modules already present in the frontend project.
Dashboard
Commercial command center
CRM module
Track total contacts, open deal value, companies, pending activities, revenue trend, and recent pipeline movement.
KPI cards for contacts, deal value, companies, and pending workRevenue trend chart and pipeline stage chartRecent contacts, recent activities, and open deals lists
Suntel CRM Dashboard
Total Contacts
248
Open Deals Value
$182k
Companies
54
Pending Tasks
19
Revenue trend
+18%Pipeline stages
Lead
14 deals$28k in motion
Qualified
9 deals$47k in motion
Proposal
6 deals$56k in motion
Negotiation
3 deals$51k in motion
Business Benefits
Why this CRM structure works for real teams
Clear revenue visibility
Leaders can see deal value, pipeline stage counts, and recent movement from one dashboard.
Better account continuity
Contacts, companies, deals, activities, meetings, and notes stay connected instead of fragmenting across tools.
Stronger follow-up discipline
Meetings, tasks, and communication actions are visible and tied to the right customer records.
Account enrichment without manual guesswork
Company research helps teams shape better outreach and account understanding from live websites.
Operational control with flexibility
Pipeline configuration, role access, bulk upload, and module-level governance help the product scale cleanly.
Modern daily-use experience
Dashboard cards, kanban deals, drawers, modals, filters, and quick actions make the product feel active and practical.
FAQ
Frequently Asked Questions
Suntel CRM manages contacts, companies, deals, meetings, activities, notes, documents, and pipeline settings from one commercial workspace.
Modernize Revenue Operations
Turn your CRM into a live commercial workspace, not just a contact database
Use Suntel CRM to manage relationships, opportunities, activities, meetings, and account intelligence from one modern product experience.