Rapport
a sales CRM with a drag-and-drop pipeline, customer profiles, a team schedule and invoices across eight pages
Rapport is an eight-page sales CRM dashboard template, shown as a fictional sales team and its customers. The pages are Overview, Pipeline, Customers, Schedule, Finance, Growth, Projects and Settings, switched from a top tab bar whose ink pill travels between tabs, with a floating dock of quick actions (search, create, favourites, today's agenda, log a call, compose, copy link, CSV export, theme) that becomes a bottom bar on phones; every screen is in the URL. Overview lands its cards in reading order: won-this-month, open pipeline and win rate count up, revenue is drawn against a monthly target and switches between 6 and 12 months, a quota ring fills, hot deals are dealt in as colour tiles, the stage mix grows in sequence, the leaderboard re-ranks, today's tasks tick off and recent activity slides in. A deal's colour is its stage everywhere. Pipeline is a kanban of Qualification, Proposal, Negotiation and Closing: drag a deal by mouse or touch and it lifts, tilts and takes the new stage's colour, drop it on Won or Lost, or move it from a menu or the keyboard; column totals roll, there is a sortable list view, owner filters, search, CSV export and a deal panel with a clickable stage bar, editable amount, close date, owner, team and notes. Customers is a directory with search, segment filters, sorting, a grid or table and favourites, and each customer opens a profile: an interaction history of deal tiles where a tile grows into its deal and can be moved on, a month calendar of their tasks, a stage funnel that flips between weighted and total, a profile card whose ring is the account health with email, call, new deal and meeting actions, and details you edit in place, copy or call, plus a downloadable contact card. Schedule has month and week views, drag to reschedule, filters by teammate and task type, an agenda and an .ics export. Finance shows cash flow, unpaid invoices by age and an invoice table with mark paid, send, reminders and a printable invoice download.
$31.50 — one-time price, free updates
- A website template
- Plain HTML, CSS and JavaScript · no framework
- Build unlimited client sites with it
Built with Plain JavaScript, CSS, SVG, GSAP.
What is in the zip
- app.css
- css/customers.css
- css/finance.css
- css/growth.css
- css/overview.css
- css/pipeline.css
- css/projects.css
- css/schedule.css
- css/settings.css
- index.html
- src/actions.ts
- src/charts.ts
- src/main.ts
- src/motion.ts
- src/pages/customers-profile.ts
- src/pages/customers.ts
- src/pages/finance.ts
- src/pages/growth.ts
- src/pages/overview.ts
- src/pages/pipeline.ts
- src/pages/projects.ts
- src/pages/schedule.ts
- src/pages/settings.ts
- src/pages/types.ts
- src/store.ts
- src/ui.ts
- tsconfig.json
Version history
- v1.0.1, 2026-10-16 — Fills tall screens, bigger tap areas. On tall screens (portrait tablets, tall browser windows) the Pipeline board now fills the screen down to the Won and Lost targets instead of stopping halfway. On touch screens, links inside text and table rows (customer names, invoice numbers) get a full-size tap area, and the Schedule checkboxes are larger. Desktop layouts are unchanged.
- v1.0.0, 2026-10-16 — First release. Rapport shipped, with the reel recorded from the real page.