Use case · Custom CRM

Build a custom CRM without a developer.

Your pipeline doesn't fit HubSpot's template, the spreadsheet version broke at 200 leads, and per-seat pricing punishes you for growing. Describe your actual sales process in plain language - Chromoly generates a CRM shaped exactly to it, and maintains it for life.

What your generated CRM includes

Your data, your way

  • Leads, contacts, companies, deals - with your fields
  • Your pipeline stages, not a template's
  • Import existing data via CSV
  • Search, filters, and views across everything

AI where it earns its keep

  • AI lead scoring against your criteria
  • Auto-routing hot leads with Slack alerts
  • AI-drafted follow-ups - you approve before sending
  • Below-confidence decisions go to human review

Automation, not admin

  • Follow-up reminders that schedule themselves
  • Stage-change triggers - deal won → invoice created
  • Webhooks in and out - connects to anything with an API
  • Native Slack, Stripe, HubSpot, Google integrations

Production-grade by default

  • Audit log on every change
  • 24/7 monitoring - failures alert, never silent
  • REST API + MCP endpoint (your AI can operate it)
  • EU-hosted, GDPR-ready, custom domain

Try this exact prompt

Example prompt - paste it as-is

Build a CRM for a 12-person consulting firm. Leads come in via a webhook from our website form. Stages: New → Qualified → Proposal → Negotiation → Won/Lost. Score each new lead 0-100 based on company size and industry fit; leads above 70 should alert #sales on Slack and be assigned round-robin. Draft a personalized follow-up email for every qualified lead, but let a human approve before sending. Remind the owner if a deal sits untouched for 7 days.

That description becomes a working system: entities, workflows, AI steps, and a UI - previewed in your browser before you pay anything. Then refine it in plain language: "add a source field," "change the reminder to 5 days," and the dependency map shows what each change affects before it ships.

Why not just use an off-the-shelf CRM?

If HubSpot's free tier fits how you sell - use it, honestly. The switch to custom makes sense when you're contorting your process to fit the tool: renaming their fields to mean something else, exporting to spreadsheets for the report they can't build, paying per seat for people who look at one screen. A custom CRM fits the process instead of the other way around - and unlike code a freelancer leaves behind, an Chromoly CRM stays maintained for life. Comparing platforms? See how Chromoly stacks up vs Retool and vs Airtable.

Frequently asked questions

Why build a custom CRM instead of using HubSpot or Pipedrive?

Off-the-shelf CRMs fit a generic process - most teams use 20% of the features while missing the 3 fields and 2 automations they actually need. Custom means your stages, your criteria, your routing - without a developer and without per-seat pricing.

Can the CRM score and route leads automatically?

Yes - AI steps are native: enrich → score → route hot leads to Slack → schedule follow-ups. With cost caps, retries, fallback, and human review for low-confidence decisions.

Can I migrate my existing data?

Yes - CSV import in, and full CSV/JSON + AppSpec export out, any time. No lock-in in either direction.

What does it cost?

Building and previewing is free forever (150 credits/month). Production with a custom domain from $59/month - flat tiers, not per seat.

Describe your pipeline. See your CRM.

Working preview in your browser - free tier forever, no credit card.

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Your stages · AI scoring · maintained for life