CRM
Customers
Customer lists, risk indicators, lifecycle status and mobile-safe table behavior.
Customer risk table
Desktop table with mobile-friendly cards and visible row actions.
Executive view
Lifecycle, risk and owner for leadership review. Sorted by customer ascending.
| Actions | ||||||
|---|---|---|---|---|---|---|
| Atlas Cloud | Scale | Pending | Medium | Mateo Silva | ||
| Faro Retail | Team | Suspended | High | Iris Vega | ||
| Kinetic Finance | Enterprise | Active | Low | Nora Chen | ||
| Northwind Labs | Enterprise | Active | Low | Ana Lopez | ||
| Orbit Ops | Scale | Active | Medium | Theo Ruiz |
Scale · Mateo Silva
Risk level: Medium
Team · Iris Vega
Risk level: High
Enterprise · Nora Chen
Risk level: Low
Enterprise · Ana Lopez
Risk level: Low
Scale · Theo Ruiz
Risk level: Medium
Loading state
Use skeleton rows or a contained spinner when data is refreshing without hiding table structure.
Empty state
Explain what creates the first record and keep the primary Add action nearby.
No results
Keep filters visible and offer a clear path back to the saved view.
Recoverable error
State what failed, preserve current data if safe, and provide retry instead of a blank table.
Customer detail drawer specimen
Drawers let teams inspect details without losing list context.
Health summary
Use concise account state, trend and reason, not only a color dot.
Timeline
Show key lifecycle events, owners and system-generated updates.
Next best action
Make the primary recommended action explicit and reversible when possible.