Build your own simple CRM.

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

1. Project setup & base infrastructure — a running app with sign-up/login, the app shell, and light/dark mode.
2. Contacts — add, edit, search, and sort a personal address book.
3. Deals, list view & Kanban pipeline — create deals and work them across stages on a drag-and-drop board.
4. Activity timeline & notes — an auto-logged history and rich-text notes on every deal.
5. 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