Keep track of every customer, deal, and follow-up in one place - contacts, companies, a drag-and-drop pipeline, tasks, and notes.
Lead, Qualified, Proposal, Negotiation, Won, Lost
e.g. Lead scoring, email templates, custom fields
“Build a CRM for my consulting business with contacts, companies, deal pipeline, activity timeline, and a tasks list”
Build a CRM app using GenMB CRM Kit (window.genmb.crm). Tables already provisioned: crm_companies, crm_contacts, crm_deals, crm_activities, crm_tasks, crm_notes. Sidebar with: Dashboard, Companies, Contacts, Deals, Activities, Tasks, Reports. Dashboard: KPI cards (active deals, pipeline value, won this month, deals at risk) + a Recent Activity timeline. Deals page: kanban view by stage with drag-and-drop AND a list view toggle. Default stages: {deal_stages}. Each deal card shows title, value, company, owner avatar. Click opens a side drawer with full detail, activities, notes, related contacts. Contacts page: searchable table with bulk actions (assign owner, add tag, export). Use window.genmb.adminTable helpers if available. Click a row to open the contact drawer. Companies page: card grid showing logo (use first letter circle), industry, total deal value. Click to open detail. Reports page: render window.genmb.crm.pipeline() as a bar chart (Recharts via esm.sh) of total value per stage, plus a rep leaderboard table. Auth: roles 'Sales Manager' (see all) and 'Sales Rep' (filter to ownerId == user.id) via window.genmb.auth + window.genmb.rbac. Audit: log every create/update/delete on deals + contacts via window.genmb.audit.log if available. Import: add an 'Import contacts' button calling window.genmb.import.open({tableName:'crm_contacts', schema:[{name:'firstName',type:'String'},{name:'lastName',type:'String'},{name:'email',type:'String',required:true},{name:'phone',type:'String'},{name:'jobTitle',type:'String'}], uniqueKey:'email'}). Industry: {industry}. {additional_requirements}
Highlighted values like {variable} will be replaced with your inputs.
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