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BoomerAng9
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aims-crm-ui

Organize leads, clients, and projects with Kanban and table views.

Updated Aug 23, 2026
Search Tags:#crm#kanban#project-management#lead-management#client-management#ui-pattern
One-click install
npx skills add https://github.com/BoomerAng9/Agent-ACHEEVY-009 --skill aims-crm-ui
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: aims-crm-ui
Source: https://github.com/BoomerAng9/Agent-ACHEEVY-009/tree/main/apps/AIMS/.claude/skills/aims-crm-ui
Command: npx skills add https://github.com/BoomerAng9/Agent-ACHEEVY-009 --skill aims-crm-ui

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

AIMS CRM UI provides a cohesive interface to manage leads, clients, and projects with intuitive navigation, reducing context switching and setup time across CRM workflows.

Core Features & Use Cases

  • Left navigation for Overview, Leads, Clients, Projects, Pipelines with consistent layout.
  • Kanban and table views to reflect pipeline stages and statuses, with filters for status, owner, and priority.
  • Detail panels and slide-over or modal views for rapid editing and progress tracking.

Quick Start

Create a new lead in the UI and assign a project to test the layout.

Frequently Asked Questions about aims-crm-ui

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
What is a reusable UI pattern for managing CRM pipelines and client data?▼

A reusable CRM UI pattern uses left sidebar navigation and top bar controls to organize leads, clients, and projects. It supports consistent layout, pagination, and filtering across Kanban and table views to streamline pipeline management.

How do I organize leads and clients using Kanban views in a CRM interface?▼

You can organize leads and clients in a CRM interface by using Kanban views to reflect pipeline stages and statuses. Filters for status, owner, and priority help categorize client-project data efficiently within the layout.

Can I use sidebar navigation and detail panels for rapid CRM data editing?▼

Yes, sidebar navigation combined with detail panels or slide-over modal views supports rapid editing and progress tracking. This interface layout minimizes context switching across CRM workflows.

Does this CRM UI layout support both table and Kanban views for project management?▼

Yes, the CRM UI layout supports both table and Kanban views for project management. This allows users to visualize pipeline stages and statuses while applying filters for priority and owner data.

What's the best way to structure navigation for a lead management dashboard?▼

The best way to structure navigation for a lead management dashboard is a left sidebar layout covering Overview, Leads, Clients, Projects, and Pipelines. Consistent top bar controls ensure seamless navigation and pagination.

Are there limitations to using a predefined UI pattern for client-project data?▼

The CRM UI pattern is intermediate in depth and defines a specific structure using sidebar navigation and top bar controls. It may not suit highly customized workflows that require deviating from the standard Kanban or table view layout.

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