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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
Contacts48 CONTACTSCONTACTFOLLOW UPDRDana RuizNORTHWIND · PROPOSALTODAYSOSam OkaforBLUEBIRD · DEMOTUE 14LPLee ParkACME · LEADFRI 17+ Log activity123

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

prompt.txt
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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