Internal Tools template
CRM System template
A customer relationship management system with contact management, deal pipeline, activity tracking, and team collaboration features.
What's included
What gets generated
A CRM is a funnel, and a funnel needs history. Stage changes are recorded as events rather than by updating a column, so conversion rates and time-in-stage can be computed after the fact rather than only from the day you thought to measure them. That decision cannot be retrofitted without losing the past.
The data model
- contacts and companies, with contacts belonging to a company but surviving it
- deals with a stage, an amount and a close date — stage transitions are logged, not overwritten, which is what makes a funnel report possible
- activities — calls, emails and meetings against a contact or a deal
- tasks with owners and due dates
- custom_fields, because every sales team wants one the schema does not have
The screens
- Pipeline board, drag a deal between stages
- Contact and company records with a full activity timeline
- Deal detail with history, notes and next steps
- Reporting: conversion by stage, time in stage, forecast by close date
- Import from CSV, which is how every CRM is actually populated
All of it is generated as source code — React or React Native, Python and SQL — in a repository, with migrations, so the schema above is a starting point you can change rather than a fixed structure you have to work around.
How to use this template
Start from this prompt
The CRM System prompt below is the starting point — edit it first if any of "What to change first" applies to you.
Generate the whole stack
Appifex writes the React and FastAPI pieces together with the database and the deploy, not just the interface.
Ship it
Your app is deployed and running, and the repository is in your GitHub account.
What to change first
The pipeline stages. They are seeded generically and they are the thing every team disagrees about; naming yours in the prompt means the conversion reporting is built around your funnel rather than relabelled afterwards.
What this template does not include
No email sync and no calendar integration — both need OAuth against a provider you choose. No lead scoring, and no deduplication on import, which is what bites first when contacts arrive from a spreadsheet.
Ask for any of it in the same prompt — the template is a starting point, not a fixed product.
Sample prompt
"Build a CRM system with contact management, a kanban-style deal pipeline, activity tracking, and reporting dashboards"
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About the CRM System template
What does the CRM System template include?
A customer relationship management system with contact management, deal pipeline, activity tracking, and team collaboration features. It is generated as a complete project rather than a starting skeleton: contact management, deal pipeline, activity tracking, team collaboration, and more. The stack is React, FastAPI and PostgreSQL, and the whole thing lands in a GitHub repository you own.
Can I change the CRM System template after generating it?
Yes, in two ways. You can describe the change in plain language and Appifex regenerates the relevant code, or you can open the repository and edit it directly — it is ordinary React, FastAPI and PostgreSQL with no proprietary runtime or shim to work around. Most people start with the template and diverge from it immediately.
Can the CRM System template become a mobile app?
Yes. Appifex can generate a native iOS and Android app against the same backend and database, so the web app and the mobile app share one data model rather than being two separate products to keep in sync.