B2B CRM
v0.3.0
A lightweight B2B CRM: a daily sales overview, accounts, contacts, activities, follow-ups, and a deal pipeline by stage.
Browsing is public. Installing requires signing in and choosing a workspace.
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Start a conversation. Keep working with your agent.
- “Add a new company and its primary contact from these notes.”
- “Show me the accounts with follow-ups due and summarize the latest activity.”
- “Log this customer interaction and schedule the next follow-up.”
- “Add this opportunity to the pipeline and show me deals by stage.”
Start with one of these requests, then keep giving your agent feedback and follow-up tasks. The template provides context and working instructions; the agent operates the workspace, and you use its views to inspect results and review changes.