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Complete Overview of Card View in Horilla CRM

CRM

May 4, 2026

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When working with CRM data, the way records are displayed plays an important role in how easily users can understand and act on them. While list views are useful for structured data and bulk operations, they can feel crowded when you need to quickly scan multiple records.

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The Card View in Horilla CRM provides a more visual and organized approach. Instead of rows and columns, each record is displayed as an individual card with key details and quick actions. This makes it easier to browse, compare, and interact with records without going through dense tables. Card View is available across all major modules, including Leads, Contacts, Accounts, Opportunities, and Campaigns.

Accessing the Card View

Using Card View is simple and consistent across modules:

Open any module, such as Leads, Contacts, Opportunities, Accounts, or Campaigns
Locate the layout switcher in the top navigation bar
Click on the Card View option
The page reloads and displays records as cards in a grid

Card View Layout

Card View displays records in a responsive grid layout that adjusts automatically based on screen size.

On larger screens, multiple cards appear in a row for a broader overview
On tablets, fewer cards are shown per row for better readability
On mobile devices, each card takes full width for a clear view

This flexibility ensures that Card View remains easy to use across different devices without requiring any manual changes.

Structure of Each Card

Each card is designed to show important information in a simple and readable format.

1 . Header Section

Displays an avatar with initials generated from the record name
Shows the primary field (such as name or title)
Includes a secondary field for additional context
The primary field is clickable and opens the detail view

2 . Body Section

Contains key fields related to the record
Information is shown as label-value pairs
Only the most relevant fields are displayed to avoid clutter
Long text is shortened for a clean layout

3 . Action Menu

Located at the top-right corner of each card
Opens a dropdown with available actions
Common actions include Edit, Delete, View, Duplicate, and more
Actions vary depending on user permissions

Card Interaction

Card View is designed to be interactive and user-friendly.

Hovering over a card slightly lifts it with a shadow effect
This gives a clear visual indication that the card is clickable
Clicking the main field opens the record details without disrupting the browsing flow

Working with Records

Card View allows users to perform most record-level actions directly from the card.

Edit records without navigating away
Delete records with confirmation
Duplicate or update ownership where applicable
Open full details when needed

This reduces the need to switch between pages and helps users work faster.

No Bulk Actions

Card View focuses on individual record interaction rather than bulk operations.

There are no checkboxes for selecting multiple records
Bulk updates, exports, or mass actions are not supported in this view
For such operations, users can switch to List View

Card View Across Modules

Card View is available across all major CRM modules, with each module showing relevant fields.

Leads

Displays lead name, status, source, and owner
Helps sales teams quickly review and prioritize leads

Contacts

Shows contact details like name, email, and phone
Useful for managing relationships

Accounts

Displays account name, type, and key business details
Helps identify important accounts quickly

Opportunities

Highlights deal name, stage, and expected close date
Useful for tracking sales progress

Campaigns

Shows campaign name, type, and status
Helps monitor marketing activities

Key Benefits

Clean and visual representation of records
Easier to scan compared to table-based views
Responsive layout across all devices
Quick actions available directly on each card
Reduced navigation between pages
Consistent design across modules
Better user experience for daily CRM tasks

Card View in Horilla CRM offers a balanced approach between usability and functionality. Displaying records as individual cards makes it easier to scan, understand, and interact with data without the complexity of traditional list views.

With its responsive layout, simple structure, and quick access to actions, Card View improves efficiency in everyday CRM usage. Whether reviewing leads, managing contacts, or tracking opportunities, it provides a clear and organized way to work with records, making it a practical choice for users who prefer a more visual workflow.

Horilla CRM Editorial Team Author

Horilla CRM Editorial Team is a group of experienced CRM practitioners, revenue operations specialists, and SaaS product analysts who are passionate about CRM software. We have a deep, practical understanding of the customer relationship landscape — from pipeline management and lead nurturing to sales automation and customer retention — and are committed to providing our readers with the most up-to-date and actionable content. We have written extensively on a variety of CRM software topics, including sales pipeline tools, contact management systems, marketing automation platforms, and customer success software. Our reviews and guides are grounded in real-world usage across SMB and enterprise environments. We are always looking for new ways to share our knowledge with the sales and RevOps community. If you have a question about our CRM software, please don't hesitate to contact us.