Simple CRM
We pay for a giant CRM and use about ten percent of it.
Contacts, deals and follow-up dates in one list, sorted so the people you need to call today are at the top.
- No.
- 001
- Department
- Sales
- Build time
- 2 hrs
- Difficulty
- Intermediate
- Team size
- 1–15 people
- Replaces
- HubSpot
Parts
- 1
Contacts
People and companies, with owner, stage and the last thing that happened.
- 2
Next follow-up
Every contact has a next-step date. Overdue ones float to the top in red.
- 3
Log activity
One button to record a call, email or meeting, and set the next follow-up.
- 4
Pipeline view
Deals by stage with a total value per column, for the Monday meeting.
Data model
- Contact { name, company, email, owner, stage, next_follow_up_at }
- Deal { contact_id, value, stage, expected_close_at }
- Activity { contact_id, type, note, happened_at, by }
Build prompt
Build an internal tool for my team: "Simple CRM".
The problem: We pay for a giant CRM and use about ten percent of it.
Who uses it: a team of 1–15 people.
What it should do:
- Contacts: People and companies, with owner, stage and the last thing that happened.
- Next follow-up: Every contact has a next-step date. Overdue ones float to the top in red.
- Log activity: One button to record a call, email or meeting, and set the next follow-up.
- Pipeline view: Deals by stage with a total value per column, for the Monday meeting.
Data:
- Contact { name, company, email, owner, stage, next_follow_up_at }
- Deal { contact_id, value, stage, expected_close_at }
- Activity { contact_id, type, note, happened_at, by }
Constraints:
- Built for one team inside one company. Simple sign-in (or none), no billing, no multi-tenant setup.
- Fast, calm and obvious enough that teammates need zero training.
- Data must persist and be shared across the team.
- Ship the simplest version that works, then tell me what you'd add next.Works with Claude, ChatGPT, Cursor, Lovable, Replit or Type.
Variations
- Pull contacts from a form on your website
- A Friday email of everything that slipped
- Custom stages that match how you actually sell
A new blueprint every week
Sent on Sundays. One tool per email.
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