MTA CRM
Vision Design Roadmap Data Map
Mobile · Hybrid M3 + Glass

Built for the
field rep's thumb.

Six main pages. Glass owns the chrome (top bars, FAB, bottom nav with the M3 pill). Solid M3 owns the content (cards, KPIs, list items, hero cards). Toggle the theme above to compare light and dark.

9:41
KN
Monday, May 4
Good morning,
Kevin
Open Pipeline
$184k
↑ 12% this week
Tasks Due
7
3 overdue
Active Dealers
42
↑ 3 new
Calls Today
5
2 done · 3 left
Recent activity
Alison closed deal · Hardware Plus
12 min ago · $14,200
Wisdom added contact · Coastal Builders
1 hr ago · Sara Rivera
You have a quote pending · CIS Builders
2 hrs ago · $8,400
Home
Dealers
Contacts
Vendors
Tasks
Home — Dashboard
9:41

Dealers

42 active accounts
All · 42
Active
Prospects
VIP
CB
Coastal Builders Supply
Wilmington, NC · 3 contacts
Active
HP
Hardware Plus
Charlotte, NC · 7 contacts
VIP
SR
Stone & Rock Distributors
Raleigh, NC · 2 contacts
Prospect
MS
Mountain Supply Co.
Asheville, NC · 4 contacts
Active
PB
Piedmont Building
Greensboro, NC · 5 contacts
Active
New dealer
Home
Dealers
Contacts
Vendors
Tasks
Dealers — List
9:41

Coastal Builders

CB

Coastal Builders Supply

Wilmington, NC · Independent · Net 30
ActiveVIPNet 308 vendors
YTD Revenue
$48.2k
↑ 18%
Open Quotes
3
$12.5k pending
Overview
Contacts
Activity
Files
Key contacts
JM
Jamie Morrison
Owner · jamie@coastal.com
SR
Sara Rivera
Buyer · (910) 555-0142
Home
Dealers
Contacts
Vendors
Tasks
Dealer — Detail
9:41

Vendors

14 lines you carry
All · 14
Direct
CIS
Featured
CI
CI Supply · Aurora
CIS · 8 dealers carry
CIS
PB
Pioneer Brands
Direct · 22 dealers
Direct
AC
Atlas Coatings
Direct · 11 dealers
Direct
DH
DuraHardware
CIS · 15 dealers
CIS
VT
Veritas Tools
Direct · 9 dealers
Direct
Home
Dealers
Contacts
Vendors
Tasks
Vendors — List
9:41

Tasks

7 due today · 3 overdue
Today
Overdue
Week
Done
Overdue
!
Follow up: Hardware Plus
Quote pending · Due Apr 28
3d late
!
Updated pricing — Atlas
Vendor program · Due Apr 30
2d late
Today
Call Jamie at Coastal
11:00 AM · Q2 order
11 AM
Drop samples at Piedmont
2:30 PM · Greensboro
Today
Email Pioneer rep
Done at 8:42 AM
Done
New task
Home
Dealers
Contacts
Vendors
Tasks
Tasks — Today
9:41

Profile

KN

Kevin Noles-Guerra

Sales Rep · MTA
AdminNC Region
Tools
Activity Feed
Team-wide updates
Voice Notes
Quick recordings
SOPs
Standard procedures
Home
Dealers
Contacts
Vendors
More
More — Profile
The Rule

Glass for chrome, M3 for content

Top app bars, bottom nav, and FAB get the frosted treatment. Cards, KPIs, list items, and hero cards stay solid M3. The shell breathes; the data stays sharp.

M3 Spine

The pill indicator survives

The colored capsule behind the active bottom-nav icon stays intact — but now sitting in a glass nav bar with orbs floating behind. A soft glow makes it pop against the frosted background.

Glass Pop

Bold hero cards stay solid

The mauve dealer-detail hero and the indigo profile card stay solid M3 — they're focal points. Glass would wash them out.

Desktop · Hybrid M3 + Glass

The skeleton, the soul,
and a touch of light.

Three desktop screens. Same hybrid rule as mobile: M3 owns the components, glass owns the chrome. The drawer, top bar, and panels frost. KPIs, list items, and hero cards stay solid M3 so reps can scan in seconds.

crm.morristait.com / dashboard
MTA CRM — Hybrid

Good morning, Kevin

Monday, May 4 · 7 tasks due today · 3 overdue
Open Pipeline
$184k
↑ 12% vs last week
Tasks Due
7
3 overdue
Active Dealers
42
↑ 3 new
Calls This Week
23
5 today · 2 done

Pipeline by Stage

Last 30 days
QuotedClosed Won

Recent Activity

Across the team
AL
Alison closed deal · Hardware Plus
12 min ago · $14,200 · Pioneer Brands
Won
WD
Wisdom added contact · Coastal Builders
1 hr ago · Sara Rivera · Buyer
Contact
KN
You have a quote pending · CIS Builders
2 hrs ago · $8,400 · DuraHardware
Quote

Today

May 4
Call Jamie at Coastal
re: Q2 order
11:00
Drop samples — Piedmont
Greensboro
2:30
Send Q3 program email
Atlas Coatings
4:00
Email Pioneer rep
8:42 AM

Top Dealers

YTD
CB
Coastal Builders
$48.2k YTD
↑18%
HP
Hardware Plus
$36.7k YTD
↑9%
MS
Mountain Supply
$28.1k YTD
↑4%
crm.morristait.com / dealers / coastal-builders
MTA CRM — Dealer Detail

Dealers

42 active
All
Active
Prospects
VIP
CB
Coastal Builders Supply
Wilmington, NC · 3 contacts
HP
Hardware Plus
Charlotte, NC · 7 contacts
VIP
SR
Stone & Rock Distributors
Raleigh, NC · 2 contacts
MS
Mountain Supply Co.
Asheville, NC · 4 contacts
PB
Piedmont Building
Greensboro, NC · 5 contacts
TC
Tarheel Construction
Durham, NC · 6 contacts
CB

Coastal Builders Supply

Wilmington, NC · Independent · Net 30
ActiveVIPNet 308 vendors
YTD Revenue
$48.2k
↑ 18%
Open Quotes
3
$12.5k
Last Visit
12d
Apr 22
AR Aging
$2.1k
Current
Overview
Contacts
Activity
Quotes
Files

Key Contacts

JM
Jamie Morrison
Owner · jamie@coastal.com
SR
Sara Rivera
Buyer · (910) 555-0142
DT
Derek Thompson
Yard Manager · (910) 555-0173

Recent Activity

KN
Quote sent · $4,200 Pioneer order
Apr 30 · You
KN
Visited yard · met with Sara
Apr 22 · You
AL
Phone call · Q2 program
Apr 18 · Alison
crm.morristait.com / tasks
MTA CRM — Tasks

Tasks

23 total · 3 overdue
List
Board
Calendar
To Do
5
Overdue
Follow up: Hardware Plus quote
Hardware Plus · $14,200 quote pending
📅 Apr 28 · 3d late
KN
Overdue
Send updated pricing — Atlas
Vendor program change · Q3
📅 Apr 30 · 2d late
KN
Today
Prep deck for Tarheel meeting
Friday demo · Pioneer + Atlas lines
📅 May 4
AT
Tomorrow
Review Q2 commission run
Office · Sherry has the spreadsheet
📅 May 5
KN
In Progress
3
TodayCall
Call Jamie at Coastal Builders
Q2 order · Pioneer + DuraHardware
⏰ 11:00 AM
KN
In Field
Drop samples at Piedmont
Greensboro yard · Atlas color cards
⏰ 2:30 PM
KN
Today
Email Pioneer rep · Q3 program
Tier 2 dealer terms · ride-along ask
⏰ 4:00 PM
AL
In Review
2
Quote
Quote review — CIS Builders
$8,400 · DuraHardware · awaiting Wisdom
📅 May 6
WD
Quote
Pricing matrix — Veritas Tools
New tier structure · 9 dealers affected
📅 May 7
SH
Done
8
Won
Hardware Plus — closed deal
$14,200 · Pioneer Brands · Alison
✓ 12 min ago
AL
Done
Add Sara Rivera to contacts
Buyer role · primary contact
✓ 1 hr ago
WD
Done
Send Pioneer Q2 program PDF
22 dealers · email blast
✓ Yesterday
KN
Style Guide · Hybrid M3 + Glass

Tokens, components,
and the rules that bind them.

The visual reference. Color tokens, typography, spacing, radius, elevation, and a live render of every component primitive. Toggle Light/Dark above to compare modes.

00

The core rule

Glass for chrome · M3 for content
This is solid M3
$184k
For KPI tiles, list items, hero cards — anywhere data must be readable.
This is glass M3
42
For neutral KPIs that should let orbs peek through.
01

Color tokens

Toggle the theme above to see light vs dark
Primary · Indigo
primary
Primary
--md-primary
on-primary
On Primary
--md-on-primary
primary-container
Primary Container
--md-primary-container
on-primary-container
On Primary Container
--md-on-primary-container
Secondary · Cool gray
secondary
Secondary
--md-secondary
secondary-container
Secondary Container
--md-secondary-container
Tertiary · Mauve
tertiary
Tertiary
--md-tertiary
tertiary-container
Tertiary Container
--md-tertiary-container
Status · Success / Error
success
Success
--md-success
success-container
Success Container
--md-success-container
error
Error
--md-error
error-container
Error Container
--md-error-container
Surfaces · Tonal Elevation
surface
Surface
--md-surface
cl-low
Container Low
--md-surface-cl-low
cl
Container
--md-surface-cl
cl-high
Container High
--md-surface-cl-high
cl-highest
Container Highest
--md-surface-cl-highest
02

Typography

Roboto Flex · Material 3 type scale
headline-large
Good morning, Kevin
32 / 40
w 600
headline-medium
42 active accounts
28 / 36
w 500
headline-small
Coastal Builders Supply
24 / 32
w 500
title-large
Pipeline by Stage
22 / 28
w 500
title-medium
Hardware Plus — VIP dealer in Charlotte
16 / 24
w 500
title-small
Recent activity
14 / 20
w 600
body-medium
Default body text. Used for most UI. Read once, scan often.
14 / 20
w 400
body-small
Caption / supporting text · 12 minutes ago · $14,200
12 / 16
w 400
label-large
Button · FAB · Segmented
14 / 20
w 600
label-small
VIP · ACTIVE · OVERDUE
11 / 16
w 600
03

Spacing scale

Stick to these. Never freestyle.
space-1
4px
space-2
8px
space-3
12px
space-4
16px
space-5
20px
space-6
24px
space-8
32px
space-12
48px
space-16
64px
04

Radius scale

Different components, different radii — that's M3's rhythm
radius-xs
4px · badges
radius-sm
8px · chips
radius-md
12px · cards
radius-lg
16px · KPI tiles
radius-xl
20px · panels
radius-2xl
24px · hero cards
radius-3xl
28px · profile · drawer
radius-fab
16px · FAB
radius-pill
999px · buttons
05

Tonal elevation

Depth via color, not shadows
Level 0
surface
Level 1
cl-low
Level 2
cl
Level 3
cl-high
Level 4
cl-highest
06

Component library

Live render of every primitive