Good relationships. Clear next steps.
Settings
Workspace details
Display preferences are saved with this local demo.
Your data stays here
This frontend demo uses browser storage. It has no authentication or server database.
Exports contain only this browser’s sample state. Connect your own authorized backend, validation, permissions and secure storage before using real customer information.
Stage probabilities
Configure illustrative forecast weights. Won stays at100%; Lost stays at0%.
Adapter and request lifecycle example
A typed DataRepository load/save boundary with pending, error, cancellation and retry behavior. This example uses memory only and is separate from the working CRM data.
A developer can replace the repository with an authorized backend. This template includes no API endpoint, server validation, authentication, access control or shared customer database.
Workspace data
Versioned local backups and contact imports. Files stay in this browser; no account or server receives them.
Download a complete CRM backup
40 contacts, 32 deals, 33 activities and 0 timeline notes. Includes workspace details, qualification, timeline notes and probability settings. UI-library/account demonstration preferences are separate.
Restore a versioned backup
Select a ClearKit relay backup, review its counts, then explicitly replace this local workspace. Raw historical exports are not versioned backups.
Import contacts CSV
Required: name and email. Unmapped identifier is generated; status defaults to Lead, owner to Unassigned and created date to the import day. Company, notes and qualification fields are optional.