Sales CRM app prompt with pipeline and follow-ups
Create a usable CRM for a small team, with contacts, deal stages, next actions, ownership, and protected customer data.
When to use it: Use this prompt for a sales team whose main pain is losing deal context or next actions. If the business needs invoices, marketing automation, or enterprise reporting, add those as a later phase after the core pipeline works.
Reviewed by the Vibe Coding Editorial Team · Updated 2026-11-07
Build prompt
Copy as-is, then replace the variables
Create a sales CRM for [TEAM TYPE] that tracks [SALES PROCESS]. The first release serves [USER ROLES] and must answer: which deals need a next action today? Before implementation, describe the smallest data model for organizations, contacts, deals, stages, activities, tasks, and users. Explain the relationships and which fields are required. Then build: 1. Pipeline view with stages [PIPELINE STAGES], deal counts and totals, owner filter, and an accessible alternative to drag-and-drop. 2. Contact and company records with search, duplicate detection, notes, and linked deals. Do not merge records silently. 3. Deal detail with value, stage, owner, expected close date, activity history, and one explicit next action. 4. Follow-up queue ordered by due date, including overdue, due today, completed, and no-next-action states. 5. A compact dashboard showing open pipeline, overdue follow-ups, and stage movement using internally consistent numbers. Behavior and security: - Every create, edit, stage move, task completion, and deletion must persist or be clearly labeled as demo behavior. - Validate fields on both client and server; show useful errors, empty states, and loading states. - Enforce role permissions for [USER ROLES] at the data layer. A user must not gain access by changing a URL or client-side filter. Include an audit trail for deal ownership and stage changes. - Never put customer data or secrets in client logs. Use fictional seed data marked as sample. - Export contacts and deals as CSV with predictable column names, excluding fields the current role cannot view. Visual direction: [VISUAL DIRECTION]. Prioritize dense but readable tables, clear status, and fast keyboard navigation. Avoid a decorative dashboard that hides the follow-up queue. Finish with a test plan using two accounts with different roles. Verify permissions, duplicate handling, stage movement, overdue tasks, export, and mobile access to the next-action queue. State any backend or auth integration still needed before real customer data is imported.
How to use this prompt
Customize the brief before generating
- 01
Replace every variable
Use your real project details for team type, sales process, user roles and the remaining placeholders.
- 02
Remove unnecessary scope
Delete pages, states, integrations, or visual requirements that do not support the first useful version.
- 03
Add hard constraints
Specify the framework, existing design system, content, data source, accessibility target, and anything the agent must preserve.
- 04
Test the outcome
Judge the result against this target: An inspectable CRM prototype with a real data model, working deal moves and follow-up tasks, and a documented path to secure persistence.
Expected outcome
An inspectable CRM prototype with a real data model, working deal moves and follow-up tasks, and a documented path to secure persistence.
Why it works
- Centers the daily follow-up decision instead of a broad feature list.
- Defines records and relationships before asking the agent to draw screens.
- Includes role-based permission tests so a good-looking prototype is not mistaken for a secure CRM.
Before you ship
Acceptance checks for this build
- Moving a deal updates its stage and activity history after a reload.
- An overdue follow-up is visible and can be completed without losing its deal context.
- Two roles cannot see or edit records outside their permissions, including by direct URL.
- CSV export matches visible, authorized data and handles empty results.
Continue the workflow
Related guides and AI coding tools
[TEAM TYPE]Example: four-person B2B consulting team[SALES PROCESS]Example: inbound inquiry to signed project[USER ROLES]Example: sales representative and manager[PIPELINE STAGES]Example: New, Qualified, Proposal, Negotiation, Won, Lost[VISUAL DIRECTION]Example: compact, calm, and table-firstMethod sources
Traceable, not copied blindly
This prompt is an original editorial adaptation. The references below informed its structure and review criteria; their text is not presented as our own.
Lovable template gallery
Lovable · Official gallery with CRM, booking, portal, and business-site examples · Reference only
Used to validate that these build scenarios have real product examples. Gallery placement is not a search-volume claim.
Row Level Security guide
Supabase · Official access-control documentation · Reference only
Used to ground the CRM and client-portal requirement for server-enforced record permissions.
Client-side form validation
MDN Web Docs · Web platform documentation · Reference only
Used for accessible form feedback and the distinction between client-side convenience and server-side validation.
Sales CRM app prompt with pipeline and follow-ups FAQ
Questions before you generate
Use these answers to adapt the prompt to your product, choose a compatible builder, and set realistic expectations for the first result.
What does the Sales CRM app prompt with pipeline and follow-ups prompt create?
An inspectable CRM prototype with a real data model, working deal moves and follow-up tasks, and a documented path to secure persistence.
What should I customize before using this prompt?
Replace the bracketed variables with details from your project. This prompt asks for team type, sales process, user roles, pipeline stages, visual direction. Remove sections you do not need and add any real technical, brand, content, or compliance constraints.
Which AI coding tools can use this prompt?
This brief is designed to work well with Vibe Coding, Lovable, Bolt, Replit. Capabilities differ between tools, so review framework, backend, authentication, and deployment requirements before assuming every feature will be implemented.
Is this prompt suitable for beginners?
The prompt is rated intermediate. Time to a first draft depends on the builder, project scope, and integrations. You still need to inspect the generated interface, test interactions, and verify any security-sensitive or production behavior.
Can I edit the prompt before it generates anything?
Yes. The Use in Vibe Coding button places the full prompt into the workspace input as an editable draft. Review and change it first; generation starts only after you press Enter or the send button.
How was this AI coding prompt reviewed?
The brief is an original editorial adaptation reviewed for a clear outcome, useful constraints, complete interface states, responsive behavior, and accessibility. Its method references include Lovable template gallery, Row Level Security guide, Client-side form validation.
Ready to build
Turn this prompt into an editable first version.
Open the full brief in Vibe Coding, revise it in the input box, and send only when it reflects the product you actually want.
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