1. Move a deal
Open Deals and drag a card from Proposal to Negotiation, or use the stage menu on the card. Then check the dashboard: pipeline value and the stage bars have changed.
Interactive CRM Demo
Explore contacts, companies, deals, a visual sales pipeline and tasks in a realistic CRM. Add a contact, move a deal between stages, complete a task and watch the dashboard respond. It runs entirely in your browser, with no account and no data sent anywhere.
Dashboard
Things to try
Six quick ways to explore the demo
Each one takes under a minute and shows how a CRM keeps its records connected.
2. Open a contact page
Go to Contacts and click a name. The page gathers that person's deals, tasks and activity, and links through to their company.
3. Add a contact
Use New contact and attach the person to a company. Open the company page afterwards and you will find them in its contact list.
4. Complete a task
Tick a task in Tasks. It leaves the overdue or upcoming list, moves to Completed and appears in the dashboard activity feed.
5. Search and filter
Type in the search box on any list, or filter contacts by company, to see how quickly a CRM narrows a long list down to the right record.
6. Reset and start again
Press Reset demo, or refresh the page. Everything returns to the original sample data, so you can break things freely.
How the demo is organised
What each screen is for
A CRM looks complicated until you notice that it is a handful of connected lists. The demo has six of them, and almost everything in the product is a way of moving between these records.
Dashboard
The dashboard answers one question: where do things stand today? It adds up the open deals, shows how much value sits in each stage, lists the tasks due next and keeps a running feed of what changed. Nothing on it is typed in by hand; every number is calculated from the other four screens.
Contacts
A contact is a person: a name, a job title, an email address and a phone number, linked to the company they work for. In a real CRM this is where conversations, notes and emails accumulate, so that anyone on the team can see the full history before picking up the phone.
Companies
A company groups the people and deals around one organisation. It is useful when several contacts at the same customer are involved, because you can see who you know there and how much business is open or already won.
Deals
A deal is a piece of potential revenue moving through stages: Lead, Qualified, Proposal, Negotiation and then Won or Lost. The pipeline view makes bottlenecks obvious. If most deals sit in Proposal, the problem is not finding leads but closing them.
Pipeline
The pipeline screen steps back from individual deals and looks at the funnel: how many deals reached each stage, what share moved on, how much is open and what a weighted forecast might look like. It also flags deals that are about to close or are overdue, which is where a short check-in tends to pay off.
Tasks
Tasks turn intentions into follow-ups with a date. Linking each one to a contact or a deal means the reminder arrives with context, which is the main reason people stop losing opportunities once they adopt a CRM.
Why the records are linked
The value of a CRM is not any single list, it is the links between them. A task knows which deal it belongs to, the deal knows its contact and company, and the company knows all of its people. That is what lets one click answer questions that would take several spreadsheets and some guesswork.
Questions
About the demo
Short answers about what the demo is and what happens to the data you enter.
Is my data saved anywhere?
No. The demo runs only in your browser tab and keeps its records in memory. It makes no network requests and does not use cookies or browser storage, so closing or refreshing the tab discards every change.
Is the data real?
No. All people, companies, deals and tasks are fictional and the email addresses use reserved example domains. Please do not enter real personal information.
Why is there no login, import or export?
The demo is meant to show how a CRM is structured and how it feels to use, not to hold your work. Login, billing, importing, exporting and email are deliberately left out.
Can I use it to run my own sales?
No, and it is not meant to replace one. To find a real product, start with the CRM comparisons or the guide to CRMs for freelancers.
Does it work on a phone?
Yes. The layout switches to a single column on small screens. Drag and drop in the pipeline works best with a mouse, so on touch screens use the stage menu on each deal card instead.
How do real CRMs differ from this demo?
Real products add email and calendar sync, automation, reporting, permissions for teams, integrations and a database that keeps your records. The structure you see here, though, is the same one they are built on.
Keep learning
After the demo
Now that you have seen the pieces, these pages help you decide what you actually need.
What is CRM?
A beginner's guide to what CRM means, how it works and what it costs.
Read the guide →CRM vs Excel
When a spreadsheet is enough and the signs that it is time to switch.
Read the guide →Build a comparison
Pick two to four CRMs and see plans, prices and features side by side.
Open the builder →Sales calculators
Conversion rate, forecast, commission, acquisition cost and lifetime value.
See calculators →Do you need a CRM?
The signs, the costs and a quick self-check for small businesses.
Read the guide →Personal vs business CRM
How the two approaches compare and which one fits the way you work.
Read the guide →
About this demo
A simulation, not a real CRM service
The demo shows how a CRM is organised: people and companies, deals moving through stages, and tasks that keep follow-ups from slipping. The data is fictional and lives only in your browser tab. Nothing is sent to a server or stored, and a refresh brings the original sample data back.
Next
Ready to look at real products?
See how popular CRMs compare on pricing, plans and features, or read a plain-language guide first.