12:00Use cases

A simple CRM from a description

Contacts, a stage for each one, and a note about the last conversation. Build3 builds that as a private web app. It is the tracker you described, not a clone of a product a large sales team has used for years.

A prompt to start from

A simple CRM for a small agency. Contacts with name, company, phone, and email. Stages: new, talking, proposal, won, lost. A note on each contact.

Start building
  • No subscription
  • Credits do not expire
  • A link when you publish

12:00What you get

The pipeline you actually use

Name the fields and the stages. Leave out anything you would not open on a Tuesday.

  • Your stages, not a template

    New, talking, sent, paid. Or lead, viewing, offer, closed. If you can say the stages, they can be the board.

  • The fields you need

    Name, phone, email, what they asked for, the next date to call. Extra fields are easy to add later by asking.

  • Notes on the person

    A box for what was said last. That is the part a spreadsheet makes annoying. Ask for it in the first prompt.

  • A login, because this is private

    A CRM should not be a public page. Accounts and saved contacts use the database unlock, 100 credits once on the project. Say who should be able to sign in.

  • One board, then another

    Start with contacts. Add tasks or a simple invoice list after the board is something you would use. Each of those is another prompt.

  • A link for the people on the team

    Publish it, then share the link with the people who have accounts. Your own domain is optional.

12:00How it works

From a sentence to a link

You describe it, look at the preview, and publish when it is the one you want people to see.

  1. 01

    Write the stages and the fields

    Five stages is plenty. List the columns you would put on a sheet of paper.

  2. 02

    Add five real contacts

    Use the preview. If a field is missing, ask for it before you invent more screens.

  3. 03

    Turn on accounts and publish

    Unlock the database so the contacts are saved behind a login, then publish. The unlock is 100 credits on that project.

12:00Prompts

Start from one of these

Copy the one that is close, change the names, and send it. The button opens a new account. It does not send the prompt for you.

  • Agency

    “A CRM for a design studio. Contacts, the project they want, a budget, and stages from first call to paid. Login required.”

    Start building

  • Property

    “A tracker for apartment listings. Address, rent, bedrooms, and stages: available, viewing, holding deposit, let.”

    Start building

  • School

    “A simple admissions tracker. Student name, parent phone, class applied for, and stages: enquiry, form sent, accepted, enrolled.”

    Start building

  • Freelance

    “A client list for a freelance writer. Name, what they hired me for, the fee, and a note. Stages: lead, in progress, invoiced, paid.”

    Start building

12:00Included

What the project comes with

  • Contacts with the fields you name
  • Stages you define
  • A note on each contact
  • A preview you can try with sample people
  • Logins and saved data after the database unlock
  • A private build3.site link when you publish
  • More lists later, by asking
  • Your own domain after you unlock it

12:00Questions

Before you start

Is this Salesforce?

No. It is a small app shaped like the way you keep track of people. If you need a product’s existing integrations, reports, and marketplace, this is the wrong tool. If you need a board your team will actually open, describe that board.

Will other people on the internet see my contacts?

Ask for a login, and unlock the database before you put real contacts in. Do not publish a CRM that has no sign-in.

How do I pay?

You buy credits and spend them as you build. Nothing renews each month, and unused credits stay on the account. A website prompt needs at least 10 credits on the account before it can start. A game prompt needs at least 15. After that, the charge follows the work, so a small change costs less than starting over.

Can I export the contacts?

Ask for a way to download them. If that control is missing from the first version, ask for it in the same project.

More

Describe the board.

Stages, fields, and who is allowed to sign in.

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12:00
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