CRM systemsLive demo, not a real client2026 • 1.5 months

DemoCRM, CRM system for sales teams

Codence demo project

Challenge

Small and mid-sized service companies still run sales in Excel sheets and scattered tools: leads get lost, there is no clear view of the pipeline, and the monthly summary means counting by hand. Off-the-shelf CRMs are often over-complicated and expensive (a fee per user), and they force the company to adapt to the tool instead of the other way around.

DemoCRM is our own demo project: we built it ourselves to show what a modern, custom CRM system from Codence looks like and how it works, before a client even orders one tailored to their sales process.

Solution

We designed and built DemoCRM as a fully working showcase: a complete CRM panel with six modules, fully responsive and available in two themes, light and dark. At its core is an interactive dashboard with animated metrics and charts, plus a sales pipeline as a Kanban board with cards dragged between stages.

We focused on a modern, polished interface: gradients, glass panels (glassmorphism), smooth micro-animations and elegant data visualisations. The whole system was built in about 1.5 months as a demonstration of what we deliver for clients ordering a custom CRM.

Key features

Dashboard, 4 KPI cards with animated count-up and mini-charts, a sales chart with a 7D/30D/12M switch, a leads-by-source donut, a radial monthly goal gauge, an activity timeline and a today tasks checklist

Sales pipeline (Kanban), 6 columns (New to Won/Lost), drag & drop of cards between stages, value sums per stage, cards with company avatars and source tags

Clients, table with search and status filters, a slide-in drawer with a contact timeline, notes, details and actions

Tasks, list with colour priorities, Today / Overdue / Upcoming tabs, counters and done/undone toggling

Calendar, monthly view with navigation, colour task markers on days, a day panel with a checklist plus a month summary and the next 7 days

Reports, a conversion-by-stage bar chart, a 12-month revenue area chart, a leads-source donut, a 6-KPI grid and working CSV export

Two colour themes (light and dark) and full responsiveness (desktop, tablet, mobile)