Export sales teams and growing B2B businesses
Build a CRM with AI for your sales process
Design a CRM around leads, accounts, quotes, follow-ups, and permissions. Start from a plain-language brief and shape a full-stack business app.
Bring into the brief
- Lead and customer fields
- Sales stages and follow-up rules
- Existing spreadsheet or process notes
Review as output
- A working CRM starting point
- Role-aware pages and data flows
- A clear brief for the next iteration
The workflow problem
A spreadsheet can hold contacts, but it cannot show who owns the next action or how an inquiry becomes an order.
What to prepare
- Lead and customer fields
- Sales stages and follow-up rules
- Existing spreadsheet or process notes
Use sanitized sample records for your first prototype if production data cannot be shared.
From brief to reviewable software
The build is iterative. Confirm the structure and behavior before treating an AI-generated version as the final system.
- 01
Map the lead-to-order workflow
- 02
Generate account, deal, and activity views
- 03
Review roles, fields, and reports in the prototype
What the first version should include
- A working CRM starting point
- Role-aware pages and data flows
- A clear brief for the next iteration
Connect email, ERP, or other external systems only after reviewing the required integrations and access permissions.
Example starting brief
“Build a CRM for an export sales team. Track leads by country, product interest, stage, owner, next follow-up, quotation, and expected order value. Add manager and sales-rep views.”
Adapt the fields, rules, and roles to your organization. This is a starting prompt, not a prebuilt production system.
Take the next step from this brief
Start with your own requirements, then review the generated app and supporting deliverables.