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Contacts. Accounts. Opportunities. Pipeline. Activities. Email integration adapters. Audit-log hash chain. Generated for any of 12 backend stacks. GDPR + SOC 2 compliance pack populated from your entity model.
Contact
Person record with custom fields, tags, and timeline
Account
Company record with hierarchy and territory ownership
Opportunity
Deal record with stage, amount, probability, expected close
Activity
Calls, emails, meetings, notes — timeline event with assignee
Pipeline
Configurable stage list per workspace; stage-transition guards
Lead
Pre-qualification record with conversion-to-Opportunity workflow
Task
Action item with due date, owner, and completion state
EmailMessage
Inbound + outbound email persisted with thread + contact link
Multi-tenant Postgres row-level security keyed by workspace_id
Full-text search across contacts, accounts, opportunities, activities
Filter + saved-view UI patterns generated for every entity list
CSV import / export per entity, bulk-edit + bulk-delete
Email integration adapter (SMTP + Gmail OAuth + Outlook OAuth)
Activity timeline rendered on every contact / account / opportunity
Pipeline kanban view with drag-and-drop stage transitions
Quota + forecast reports with weighted-pipeline calculation
Audit-log hash chain — every entity change traceable
Webhook outbound for Zapier / Make / n8n integration
GDPR: contact-erasure runbook generated, consent + lawful-basis fields on Contact
SOC 2 Type II: control matrix mapped to CRM-specific access patterns
CCPA: data-portability export covering all CRM entities
Data residency: EU (Frankfurt) and US (Virginia) options on dedicated VPC tier
You build CRM-style tools for industry-specific clients (real estate, agency, consulting, recruiting). Start every engagement with the CRM Starter, customise the entities + workflows for the client, ship in week one instead of week six.
You're shipping a CRM-shaped product (vertical CRM, AI-CRM, niche CRM). The CRM Starter is the scaffold — entities, pipeline, activities, email integration. You add the differentiator on top.
You're building an internal CRM (or replacing Salesforce / HubSpot for a specific business unit). The CRM Starter ships with the data model and workflow, and your team adds the integrations specific to your tech stack.
Single ($499) gets you the CRM Starter only. Bundle ($999) gets you any 5 starters of your choice. All-Access ($2,999) gets you every starter we ship, forever.