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App template

CRM template for sales and customer teams

Track leads, accounts, and pipeline stages with activities your team can evolve in production. This template maps a B2B sales motion—not a generic contact list—so Evonx can generate coherent screens, permissions, and integration hooks from day one.

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crm.acme.appSales workspace
Pipeline overview

Track leads, accounts, and pipeline stages with activities your team can evolve in production.

Open deals48
Won this month$182k
Activities due12
  • Northwind renewalNegotiation · Owner Sam
  • Acme expansionProposal · Owner Jordan
  • Inbound — ContosoQualify · Owner Priya

What's included

Track leads, accounts, and pipeline stages with activities your team can evolve in production.

Intended users

  • Sales managers
  • RevOps
  • Customer success leads

Suggested stack

  • PostgreSQL
  • Next.js
  • Stripe billing hooks

Core features

Pipeline boards

Account timelines

Task reminders

Role-based views

Export-friendly records

Main workflows

Qualify inbound lead

Capture source, assign owner, schedule first activity.

Advance opportunity

Move stage, log objections, attach next steps.

Hand off to success

Mark won, create onboarding checklist for CS.

Database model / entities

Distinct domain entities — not a renamed generic CRUD list.

LeadPre-qualified contact with source and owner.
AccountCustomer organization with health and renewal dates.
OpportunityDeal with stage, amount, and close date.
ActivityCalls, emails, and meetings tied to records.

User roles

  • Admin
  • Sales rep
  • Manager
  • Read-only executive

Possible integrations

Applications built from this template can connect to these services via their APIs.

  • GitHub
  • Stripe
  • Resend
  • Slack

Example prompt

Copy this into Evonx to start from a production-shaped brief instead of a blank canvas.

Build a CRM with leads, accounts, opportunities, and activities. Include pipeline stages, owner assignment, activity timeline on each record, and manager dashboards. Use PostgreSQL and role-based access.

How Evonx customizes this template

Start from the domain model above, describe the workflows your team needs, and Evonx generates a working preview you can refine. For teams with an existing codebase, the same agent can extend repositories instead of starting from a blank project.

Related resources

How to build a CRMFollow these steps in Evonx to a working CRM repository with leads, accounts, opportunities, and activities you can prevBuild with GitHubEvonx does not claim an official GitHub partnership. This page describes how teams implement GitHub in software they ownBuild with StripeEvonx does not claim an official Stripe partnership. This page describes how teams implement Stripe in software they ownBuild with ResendEvonx does not claim an official Resend partnership. This page describes how teams implement Resend in software they ownBuild with SlackEvonx does not claim an official Slack partnership. This page describes how teams implement Slack in software they own aReal estate CRM templateTrack buyers, sellers, listings, and showings with a pipeline that reflects property cycles—not generic B2B stages. ThisBuild a CRM with AIReady to ship a CRM your rev team owns in GitHub? This commercial page covers outcomes and prompts—the CRM template and Build real estate CRM with AIWhen you need a real estate CRM—not a generic sales pipeline—start here for scope and prompts, then follow the real estaSaaS templateLaunch a multi-tenant product skeleton with auth, settings, and billing integration points.Admin dashboard templateCentralize configuration, user management, and monitoring for internal operators.

FAQ

Does this CRM template include a sales pipeline?

Yes. Opportunities move through configurable stages with owners, amounts, and activity timelines—so pipeline views stay tied to real account history.

Can RevOps customize fields without rebuilding everything?

Describe the fields and permissions you need in Evonx; changes land in a preview first, then ship as a pull request against the repository you own.

How do I connect email or Slack to CRM activity?

Use the Resend and Slack integration guides as build-with patterns—Evonx implements the API calls in your app rather than claiming a locked-in native partnership.

Should I start from the CRM template or an existing CRM codebase?

Greenfield teams start from this template. Teams with a production CRM import GitHub and map prompts to Lead, Account, and Opportunity entities instead.

Build production software with Evonx

Start from a template or connect an existing repository. Evonx helps you ship real applications with preview, evolution threads, and pull-request delivery—not disposable demos.

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