Sales CRM with Pipeline Board
Contacts, companies and deals on a drag-and-drop pipeline, with activity timelines and follow-up reminders.
- Published
- Video length3 min
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Source code
Get the Source Code
Everything built in the video, ready to run. Delivered as a Google Drive folder.
What's included
- Vue client
- Node.js API
- MongoDB seed script
Setup instructions
- Install Node.js 20+ and MongoDB (or use a free Atlas cluster).
- Set MONGODB_URI in server/.env.
- Run npm install in both /server and /client, then npm run dev in each.
About this project
A lightweight CRM for small sales teams. Deals move across a pipeline board; every contact has a timeline of calls, emails and notes; and reminders make sure follow-ups don't slip.
The build focuses on the drag-and-drop board and the activity feed, two features that look simple but are full of edge cases worth learning.
Features
- Drag-and-drop deal pipeline
- Contacts and companies
- Activity timeline per contact
- Follow-up reminders
- Search across everything
- Team members and ownership
What you will learn
- Drag-and-drop with Vue and pointer events
- Modelling documents in MongoDB
- Building an activity feed
- Composable-based state management
Screenshots
About this video
- Episode
- E05
- Category
- CRM
- Published
- Jun 12, 2026
- Video length
- 3 min
- Access
- Subscribe on YouTube to unlock the download
- Vue
- Node.js
- MongoDB
- TypeScript
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