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Mini CRM Dashboard

Created by James Porter
This Trickle template helps you build a compact CRM dashboard to organize leads, monitor client metrics, and streamline sales workflows — perfect for small teams or startup use.
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Dashboard
Internal tool
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Streamline Client Management with Trickle AI

The Mini CRM Dashboard Template by Trickle AI gives you a user-friendly, efficient interface to oversee leads, contacts, and sales activity. With real-time metrics, pipeline views, and status filters, this Trickle template helps small teams or solo entrepreneurs maintain visibility over customer relationships without complexity or overhead.

Key Features

  • Lead and contact lists with status tracking
  • Pipeline or stage view to monitor deal flow
  • Data filters and sorting (e.g., by status, date)
  • Summary metrics for totals, conversions, or activity
  • Responsive layout built with Trickle AI for desktop and mobile

Use Cases

  • Small businesses managing a simple sales pipeline
  • Freelancers tracking leads and proposals
  • Startups organizing client outreach and follow-ups
  • Service providers monitoring active versus closed deals
  • Agencies or consultants centralizing client contacts

To make this Mini CRM dashboard template effective, keep your data clean and workflows simple. Use consistent statuses and regularly review pipelines so insights stay accurate and actionable.

  • Define clear stages (e.g., New, In Progress, Closed)
  • Use filters to isolate high-priority leads
  • Update status promptly to maintain accuracy
  • Add notes or tagging to capture important client context
  • Customize metric cards to surface your key KPIs

Who Is It For?

  • Small business owners handling direct client sales
  • Freelancers managing proposals and prospects
  • Startup founders tracking early-stage customers
  • Consultants organizing client pipeline and outreach
  • Service-based businesses needing lightweight CRM functionality

What features are included in every Trickle template?

How do I customize a Trickle template without a visual editor?

Are Trickle templates mobile-friendly out of the box?

Can I connect a custom domain and use Trickle’s full features?

What makes Trickle templates better than other website tools?

Have more questions or need further assistance?Feel free to reach out to us at support@trickle.so
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