MarketplaceSales and business operations

CRM App

A CRM for small teams that don't want five tools. Keep companies and deals in one place, move deals across a pipeline board, plan the work as tasks, log hours against the right deal, record income and expenses, and open one dashboard to see how it's all going. Roles decide who can see and change what.

Get this app

Included with the Starter and Pro plans
An exact copy of the whole application
Frontend, backend and data included
Yours to keep and change in your own repository
Multilanguage, for whatever country you need

Dashboard with open pipeline, won value, net this month, overdue tasks and four charts

CRM AppIncluded from €29 a monthGet this app

pages: 13
built-in roles: 3
backend workflows: 39
data tables: 8
file bucket for logos and profile pictures: 1

Made for

Small sales teams and agencies
Consultancies and service businesses that bill by project and track hours
Founders who want pipeline, work and money on one screen
Teams moving off spreadsheets
Agencies building a simple internal CRM for a client

Every screen

See it the way your team does

Know where every deal stands

Dashboard with open pipeline, won value, net this month, overdue tasks and four charts
A board with six stages, from Lead to Won and Lost: drag a deal to move it
Each column shows its count and total value, with search and filters by company, owner and stage
Every deal has a company, value, stage, expected close date, owner and notes
Companies with industry, phone, website, address, notes and a logo

1 / 7Dashboard with open pipeline, won value, net this month, overdue tasks and four charts

How a deal moves

From first contact to won, with the work and money beside it

Tasks link to a company, and hours and money link to a company and a deal, so everything adds up on the dashboard.

Lead
Qualified
Proposal
Negotiation
Won or lost

Deal form with company, value, stage, close date, owner and notes

What you get

The whole application, one to one

Team and sign-in

Users
Roles
Settings
Sign in
Create first account
Accept invitation

Backend

39 workflows
8 data tables
1 file bucket for logos and profile pictures
3 built-in roles

Technology

React 18, Tailwind CSS 4, Radix UI components, Lucide icons
Passwords stored as hashes; sign-in uses signed tokens that last 7 days
Five failed sign-ins lock the account for 15 minutes
Access checked on the server against the users and roles on every request
Image uploads only: PNG, JPG, WebP and GIF

In the app

Change it without touching code

Companies, deals, tasks, timesheets and money entries
Users, roles and profiles

In the code

A quick edit to make it yours

The app name and the logo mark
The sign-in page text
The pipeline stages and task statuses
The suggested money categories
The currency

Setting it up

Six steps to your own CRM

You will need

A Ubex account, where the app's workflows and tables run
Optional: a Resend account, to send invitations by email and turn on sign-in by email link

Add your own JWT_SECRET.
Set the app's address in the allowed origins of the workflows and in the Invite User workflow.
Clear the test accounts and test records from the tables.
Publish the app on a subdomain or custom domain.
Open the app and create the first account. It becomes the Admin, and sign-up then closes.
Invite the team and adjust the roles.

Good to know

What it doesn't do

Better to know now than later. You can add any of this yourself: the code is yours to change.

Companies, not contactsEach company has one phone number and website. There are no individual people at a company and no contact list.
No email out of the boxAn invitation is a link you copy and send yourself. With Resend connected, only invitations and sign-in links are sent: no email sync, campaigns, sequences or tracking.
No notifications or remindersNo bell, no due-date alerts and no push.
No calendar or call loggingNo meeting booking, and no record of calls.
No activity historyThere is no timeline of what happened on a deal or a company.
Tasks stay with their ownerThe task form can't assign a task to someone else or link it to a deal.
No quotes, invoices or paymentsMoney is a record of income and expenses, not accounting: no bank connection, tax handling or currency conversion.
No automations, lead scoring or AIThere are no workflows for users to build inside the app.
No import or exportNo CSV and no PDF.
No custom fieldsOne pipeline. Its stages and the task statuses are fixed unless the code is changed.
No forecasts or targetsReports have no sales targets, no forecasting and no date range picker.
No attachmentsUploads are company logos and profile pictures only. No files on deals or tasks.
Hours are typed inTimesheets have no timer, approval or billing.
No password resetSomeone who forgets their password has to ask an admin for help.
No Google sign-in out of the boxA workflow exists, but it needs a Google client ID and a sign-in button added to the app. Sign-in by email link stays off until an email provider is added.
Phone browser, not a phone appThe web app works in a phone's browser, where wide tables scroll sideways.
Invitations don't expireAn invitation link stays valid until it is used.
One workspace, one currencyAmounts are in US dollars, and there is no multi-company support.

Everything in these screens is made up: the people, companies, deals, tasks, hours and money figures. The demo company has no name, and its email addresses end in northwind.example. The app uses no stock photography: logos and profile pictures are uploaded by your team, and initials are shown until then.