CRM with Roles Boilerplate
CRM that knows who can do what.
A full-stack CRM boilerplate with user/role system and sales pipeline: contacts, deals, pipeline stages, activity log, and RBAC. Built with FastAPI + React. Ship a working CRM in days, not months.
Tech stack
The Problem
Building a basic CRM with auth and roles is 4-6 weeks of undifferentiated plumbing
Most open-source CRMs are too heavyweight to fork and customize
Role-based field visibility is rarely included in starter templates
What's Included
Everything you need to ship production-grade code
Contacts + Companies
Full CRUD with custom fields, tags, and relationship linking.
Sales Pipeline
Kanban pipeline with configurable stages, deal value tracking, and close probability.
User + Role System
Admin, manager, and rep roles with field-level and record-level permissions.
Activity Log
Calls, emails, notes, and tasks linked to any contact or deal.
FastAPI + React
REST API backend with SQLAlchemy + React frontend using Tanstack Query and Tailwind.
Get the Template
One-time payment. Full source code. Lifetime updates.
Personal License
- Full source code (FastAPI + React)
- Docker setup
- README + setup guide
- Lifetime updates
Frequently Asked Questions
Can I use this to build a client-facing product?
Yes. Commercial use is permitted under the personal license. Redistribution as a template is not.
Does it include email sending?
Email activity logging is included. Actual email sending requires adding an SMTP/SendGrid config.