Internal CRM

Pipeline, contacts, tasks, and email integration. The CRM your team won’t hate. ~60 minutes.

A tailored internal CRM — pipeline view, contact records, tasks against deals, integrated email.

Time: ~60 min. Difficulty: Intermediate. Stack: standard vly + optional Resend.

Full walkthrough being written. The foundation prompt below covers the core flow.

Foundation prompt

A simple CRM. Contacts have name, email, phone, company, and a status (lead / qualified / customer / lost). Each contact can have many notes and tasks. Pipeline view shows contacts grouped by status as kanban columns; drag between columns to update. Each contact's detail page shows their info, notes (chronological), tasks, and an "Email" button that opens a compose dialog (sends via Resend).

Related

Multi-tenant SaaS

For multi-team CRMs.

Resend integration

Email integration.

Dashboard recipe

Adjacent reporting.