SALES & CRM Describe it in plain English · Real logins, roles and workflows
A CRM that fits
the way you actually sell.
Your stages, your fields, your follow-up rules. Describe the pipeline and who should see what, and the AI builds the deal board, the contact records, the automated follow-ups and the forecast, with reps seeing their own deals and managers seeing the team.
Describe your sales & crm app — we’ll build it now.
We started the prompt for you. Edit it, or describe your own app.
THE OLD WAY
What this looks like today.
Off-the-shelf software fits someone else. Custom software takes a quarter. Spreadsheets fit nobody and break quietly. The fourth option is to describe what you need.
-
Big CRMs, small usage
You pay for hundreds of features and the team uses a spreadsheet anyway because the CRM does not match the process.
-
Follow-ups fall through
A deal sits in "proposal sent" for three weeks and nobody is notified.
-
Forecasts are hand-made
The monthly number is built in a spreadsheet from exports, and it is wrong by the time it is read.
WHAT THE AI BUILDS
Describe it once. Get all of this.
One paragraph, written the way you would brief a developer. The AI decides the tables, links them, sets who sees what, writes the workflows and builds the screens. Then you use it.
-
Pipeline board
Deals by stage with value, owner and next step. Drag between stages; a stage change can trigger a task or an email.
-
Contacts and companies
Linked records with notes, calls, files and every deal they have touched. No duplicates typed twice.
-
Follow-up workflows
A deal idle for 7 days emails the rep; a won deal creates the onboarding tasks. Read and edit every rule.
-
Rep and manager views
Reps see their own pipeline. Managers see the team. Decided on the server, not by a filter someone can clear.
-
Quotes and win/loss
Quote line items on the deal, a reason captured at close, and a report on why deals are lost.
-
Forecast
Weighted pipeline by rep, by month and by product line, live on the manager dashboard.
A REAL PLATFORM UNDERNEATH
Not a pile of generated code.
Everything the AI builds is a setting you can open: the tables, the roles, the security rules, the workflows. That is why the tenth change is as safe as the first.
-
Roles and row-level security
Who sees which records is decided on the server, per role and per row. Not by hiding buttons.
-
Workflows you can open
Every automation the AI builds is a list of steps you can read, edit and watch fire. Change the words, save, no regenerate.
-
Portals for outsiders
Clients, tenants, partners, parents or the public log in and see only their own slice of the same tables.
-
Audit trail
Every login, every change and every export is recorded with who, when and from where.
-
Real data, real fields
A date is a date, a status is a dropdown, a record links to its parent. Import the spreadsheet you have today.
-
Change it by clicking
Pick any component on any page and you get its settings, not code. Add a column, rename a field, done.
START FROM A REAL SCENARIO
CRM apps, ready to describe.
Every prompt below is a full multi-role scenario: who sees what, what gets notified, what locks when. Click one and the builder opens with it pre-filled. Edit it to match your business first.
-
Sales & CRM
Customer pipeline CRM
A CRM with deals on a kanban board by stage, contact and company records with notes, call logs, and files, and role-based views so reps see only their own pipeline while managers see the whole team. Fire an email follow-up workflow when a deal sits in one stage more than 7 days, capture a win/loss reason at close, and roll everything up into a monthly forecast by rep and by product line.
-
Sales & CRM
Lead scoring & routing
A lead management app that scores every inbound lead from email engagement, page views, and form submissions, then routes hot leads round-robin to available reps with a 15-minute first-touch SLA timer. Show the top 10 hottest leads on each rep's home page with a one-click claim button, and give marketing a dashboard of conversion rate by lead source and campaign.
-
Sales & CRM
Sales activity & coaching
A sales activity tracker — reps log calls, emails, and meetings against each contact and see a full timeline per account; managers get a weekly recap of activity volume by rep with drill-down to individual conversations; and a coaching section lets managers leave structured feedback notes on specific deals that only that rep and leadership can see.
-
Sales & CRM
Quote & proposal builder
A quoting tool where a salesperson picks line items from a product catalog with tiered pricing, discounts above 15% route to a manager for approval before the quote can be sent, and the finished proposal generates as a branded PDF. Track when the customer opens the quote, let them accept with an e-signature, and auto-create a closed-won deal record on acceptance.
-
Sales & CRM
Renewals & expansion desk
A renewals tracker for customer subscriptions — every contract within 90 days of expiry surfaces on a renewal board with owner, value, and health score; account owners log renewal outcomes (renewed / churned / extended) with a reason; and upsell opportunities spotted during renewal conversations spin off into their own pipeline. Leadership sees net revenue retention trending by quarter.
-
Sales & CRM
Partner referral portal
A referral portal where partners log in, submit deals with contact details and estimated value, and track each referral's status through review, acceptance, and close. The internal team approves or rejects with a comment the partner can read, commission calculates automatically on closed-won referrals, and partners see a payout history with statement downloads — each partner strictly scoped to their own submissions.
Questions people in your seat ask.
Straight answers before you describe anything.
Can reps see only their own deals?
Can I change the pipeline stages later?
Does it send follow-up emails?
Can I import my current contact list?
Can customers or partners log in?
Describe your pipeline.
Get a CRM the team will actually use.
Stages, follow-ups, rep views and the forecast, from one paragraph.