A Build Kit to help you build your own simple CRM app using AI coding agents like Claude Code, Codex, or Gemini.
What you'll build
"Simple CRM" is a lightweight, single-user tool for tracking contacts, sales deals, and follow-ups. It centers on a drag-and-drop deal pipeline, a per-deal activity history, and a running to-do list of what needs attention next.
It's intended for a solo operators who want to keep a personal book of contacts and a pipeline of in-flight deals — without the weight, setup, and per-seat pricing of a team CRM. Everything belongs to the one person using it: open it, see your pipeline, drag a deal forward, jot a note, and schedule the next touch.
Who it's for
The person using the CRM is a freelancer, consultant, agency owner, or small-business operator who manages their own relationships and deals — someone who has outgrown a spreadsheet but doesn't want a heavy, team-oriented sales platform.
What it solves
Spreadsheets lose track of where each deal stands and what to do next.
Team CRMs are overkill — too much setup, too many features, too expensive for one person.
Deal context (calls, notes, changes) gets scattered across tools instead of living with the deal.
It's easy to forget follow-ups when there's no single list of what's due.
Key user flows
A user can add contacts with company, email, phone, and notes, and search and sort their list.
A user can create deals with a value, a stage, and any number of linked contacts.
A user can drag deals across pipeline stages on a board, with each column showing a live count and total value.
A user can see an activity timeline on each deal that auto-records what changed, and post their own notes.
A user can schedule follow-ups on deals and see everything that's due — overdue items flagged — on a single to-do page.
How you'll build it
- Project setup & base infrastructure — a running app with sign-up/login, the app shell, and light/dark mode.
- Contacts — add, edit, search, and sort a personal address book.
- Deals, list view & Kanban pipeline — create deals and work them across stages on a drag-and-drop board.
- Activity timeline & notes — an auto-logged history and rich-text notes on every deal.
- Follow-ups & to-do list — schedule dated follow-ups and see what's due across all deals.
What's included
README.md— orientation and how to use the kit_build_plan/PRD.md— the product requirements, data model, and milestone breakdown_build_plan/tech-stack.md— customizeable tech stack for your codebase_build_plan/design-system.html— visual reference (colors, type, components — open in a browser)_build_plan/milestones/<N>-<slug>/prompt.md— one folder per milestone with a lean, ready-to-paste prompt that works with any AI coding agent
