Anovish CRM v1 · Admin theme

Choose a role to preview

One CRM, three personas. Each role sees only its own menu, data and buttons. Every screen adapts to the device: open it on a phone and you get the app layout, on a laptop the desktop layout. Sample data only; names and numbers are not real.

AdminPriya NairRuns the CRM for the whole company: all leads, campaigns, reports, users and settings.10 screensOpen as Admin → Sales LeadRohit JainManages a sales team: assigns leads, watches the team pipeline and calls, views campaigns and team reports.9 screensOpen as Sales Lead → Sales TeamNeha Kapoor (Sales Executive)Works their own leads: today's calls, follow-ups, demos and their own pipeline. Nothing else.6 screensOpen as Sales Team →

What each role can open

Click a tick to open that screen as that role.

ScreenAdminSales LeadSales Team
Login✓ Same for everyone✓ Same for everyone✓ Same for everyone
Dashboard✓ Whole company✓ Their team✓ Their own day and targets
Leads✓ All leads, import, export, assign✓ Team leads, assign within team✓ Own leads only
Today's calls✓ All due calls✓ Team due calls✓ Own due calls
Lead detail✓ Any lead✓ Team leads✓ Own leads
Pipeline✓ Company✓ Team✓ Own deals
Calendar✓ Everyone✓ Team✓ Own
Campaigns✓ Create, edit, pause✓ View only—
Onboarding✓ Manage✓ View and update—
Reports and forecast✓ Company✓ Team—
Settings✓ Users, sheet sync, templates——
More menu (phone)✓ Phone menu, filtered per role✓ Phone menu, filtered per role✓ Phone menu, filtered per role

Style guide · colours, type, buttons and stages used on every screen.