Big Four Banking Genealogy
Build a banking dashboard in Reflex with Python, database-ready workflows, polished UI, and tools for bank genealogy and relationship intelligence.
Finance
Broker CRM Dashboard
Build a broker CRM in Reflex with Python, database-ready workflows, polished UI, and tools for broker CRM and client pipeline.
Sales & MarketingFinance
Use templateAbout This Template
Build a production-ready broker CRM with Reflex and Python. This template is designed for brokers, relationship managers, and sales teams managing clients and deals who need a usable app structure for broker CRM, client pipeline, deal tracking, and account management, not a static mockup. The app pattern includes a focused dashboard, searchable tables, detail views, validated forms, status-aware actions, empty and loading states, and database-ready state management. Use it as a starting point for a CRM dashboard, insurance broker CRM, broker dashboard, and deal dashboard while keeping full control of the Python codebase.
Frequently Asked Questions
This Reflex template starts from a broker's actual workflow: clients, contacts, opportunities, policies, and renewals, with a pipeline table carrying stage, owner, expected value, close date, and next action. Edit the stages and fields in Python to match how your book is managed.
Yes. Client and policy records load through one state layer, so changing where they come from leaves the pipeline views intact. Teams commonly sync accounts and opportunities from Salesforce or HubSpot through their REST APIs, or run standalone against Postgres with SQLModel when the goal is to replace a spreadsheet rather than extend a CRM.
General CRMs model deals but not policies, renewal dates, or carrier relationships, so brokers end up bending custom fields around them. Building on this template gives you those concepts natively, in code you control, without paying per seat for features you do not use.
Renewal dates drive a dedicated view with upcoming and overdue grouping, and pipeline metrics roll up expected value, conversion, and retention. Both read the same records, so editing an opportunity updates the dashboard immediately.