Starter prompt
This is CRM, a simple sales CRM (contacts, companies, a deal pipeline board, activity timelines, and tasks). If I have not copied it yet, copy it for me first (copy_app) and work on my copy. If my copy shows a Claim button, have me click it so the app is mine. My copy shows a sample pipeline for a made-up sales team until the first change. Set it up for me: 1. Read the app with get_app_source and getState so you know the data model: members (the sales team and deal owners), companies, contacts, deals, tasks, and activities. Deal stages are appointment, qualified, presentation, decision, contract, won, lost. 2. Ask me a few questions, one at a time: - What do we sell, and roughly what is a typical deal worth? - Who is on the sales team? (names only) - Do the default deal stages fit how we sell? If not, edit the STAGES list in the module source. - Do I want to keep the sample data for a while to try things, or start clean? 3. If I want to start clean, call startFresh with confirm: true and my team as members. Otherwise add my teammates with upsert (kind: "member"). 4. Ask for my real pipeline: the companies, contacts, and open deals I am working right now (a pasted list or spreadsheet is fine). Add them with upsert, link deals to their company and contacts, set owners, amounts, stages, and close dates, and add a task for each next step I mention. 5. Tell me how to share the app with my teammates in Charming so they see the same pipeline. 6. If I use a form or booking page app, offer to create a Webhook on this app's addLead operation and wire the other app to post new leads to it ({ name, email, company, source, note }). Finish with the app link and a one-line summary of what you added.
A sales CRM for a small team: contacts, companies, and a deal pipeline you drag across stages. The parts of HubSpot Sales Hub a small team uses every day, in one app you own.
The pipeline
- A board with seven stages, from Appointment scheduled to Closed won and Closed lost
- Drag deals between stages; each column totals its amount and weighted amount
- Filter by deal owner, search, or switch to a table view
Every record in one place
- Open a deal, contact, or company to see properties on the left, the activity timeline in the middle, and associated records on the right
- Log notes, calls, meetings, and emails with outcomes
- Tasks with due dates and owners, with Due today and Overdue views
For your team
- Share the app with teammates through Charming and everyone works from the same pipeline
- Every deal, contact, and company has an owner
Connect your other apps
The addLead operation takes a name, email, company, source, and note, then creates or updates the contact and logs where the lead came from. Point a Webhook at it so a form or booking page app sends new leads straight into the CRM.
What you need
Nothing to set up. It opens with a sample pipeline; the starter prompt has your agent swap in your team and deals. No email sync or sequences.
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