Feature List

Features included with the template out of the box.

Users & Functionality

The following user types are included with the template:

Manager users can do the following:
- Reset their password
- Access a portal, where they can:
  - View analytics such as total active deals, expected deal value, and deal value breakdown by stage
  - View all created deals on the platform
    Filter deals by several different properties
    Modify or delete a deal
    Download deal data into a formatted spreadsheet
    Add notes to a deal and view a full discussion history
  - Create a new deal
    Add basic information such as a name and deal value
    Select a stage for the deal
    Expected deal amount is auto-calculated based on the deal value and stage
    Add an owner for the deal
  - View all created contacts on the platform
    Filter contacts by several different properties
    Modify or delete a contact
    Download contact data into a formatted spreadsheet
    Add notes to a contact and view a full discussion history
    Quickly view all deals linked to a contact
  - Create a new contact
    Add basic information such as a name, email, and title
    Add an owner for the contact
  - View all created accounts on the platform
    Filter accounts by several different properties
    Modify or delete an account
    Download account data into a formatted spreadsheet
    Add notes to an account and view a full discussion history
    Quickly view all deals or contacts linked to an account
  - Create a new account
    Add basic information such as a name and website url
    Add an owner for the account
- Access a personalized settings page, where they can:
  - Manage profile information and a profile picture
  - Update all of their account information and credentials
Rep users can do the following:
- Reset their password
- Access a portal, where they can do everything that Managers can but only for Deals, Contacts, and Accounts which they've been assigned the owner of
- Access a personalized settings page, where they can:
  - Manage profile information and a profile picture
  - Update all of their account information and credentials
Owner users can do the following:
- See basic analytics for their application, which include signups, total users, and active users
- Update the homepage content blocks without the Bubble editor
  - Create content blocks with different formats such as featured items, testimonials, or contact form
- Update the application's settings, which include name, logos, contact email, OG content, social media icons, privacy/terms, and more
- See the list of their application's users
  - Deactivate users, send password reset requests, and download user data
  - Invite more Admin, Manager, and Rep users to the platform (permissions are easily modifiable through the Role data type)
- Maintain a list of stages on the platform that can be assigned to a deal
  - Stages include a name, an order, and a close likelihood (percentage amount)
  - Stages can be modified, deleted, or have their order adjusted at any time

Other functionality includes:

Fully responsive design
Complete set of styles across all Bubble elements
Standard header and footer with built-in workflows & navigation
Simple custom alert messages
Easily configurable HTML email template
Populated OG tags
Banner on homepage to ask users to accept cookies
Ability to register your app on the Canvas portal to access hundreds of configurable pages and components to complete your app design