CRM guide

Build a CRMwith AI.

Contacts, deals, pipeline stages, activity timeline, notes (the parts every CRM has), generated and wired up. Add the parts that make YOUR CRM specific without paying $50/seat for HubSpot.

Start building freeSee the steps
pipeline.webtwizz.app

Built for you

  • ✓Supabase · Logins and database
  • ✓Resend · Send templated emails to contacts directly from a deal record
  • ✓OpenAI · Auto-summarize notes
  • ✓PostHog · Track which pipeline stages convert
  • ✓Hosting · Live at pipeline.webtwizz.app

5 steps

From a sentence to a live app.

Step 01

Describe the CRM you want to build

Open WebTwizz and write a prompt like "A simple sales CRM for my consultancy: contacts, companies, deals with 5 pipeline stages, notes on each contact, and a dashboard showing pipeline value." WebTwizz builds the data structure and the screens.

Step 02

Connect Supabase for contacts and pipeline data

Click Supabase in Connectors. WebTwizz creates tables for contacts, companies, deals, notes, and activities, and connects them automatically. Change the table structure inside WebTwizz when you need to.

Step 03

Add logins so only your team sees the data

One-click Supabase logins. Email and password or Google sign-in out of the box. WebTwizz sets up database rules so users only see records they own (or their team owns).

Step 04

Style the pipeline view visually

Click any pipeline stage column or deal card to edit colors, spacing, and copy directly. Drag to reorder fields. The visual editor updates the source code under the hood, skipping the prompt-tweaking loop.

Step 05

Publish to a custom domain

Point your domain at WebTwizz, hit publish, and your CRM is live at crm.yourdomain.com with SSL. Iterate on the live site by editing visually or with AI.

What you can build

Steal a prompt.

Each one opens the builder with the prompt filled in.

Why it works

The parts other AI builders skip.

Real database, not a spreadsheet wrapper
Supabase under the hood. Real linked records, advanced queries when you need them, real export.
Multi-user from day one
Logins and database rules set up so multiple teammates can use the same CRM without seeing each other’s pipelines unless you allow it.
Own the code, no per-seat pricing
No "$50/user/month" trap. You pay for hosting and add as many teammates as you want.
AI does the boring parts
WebTwizz generates the form fields, validation, dashboard charts, and CSV import. You spend time on the parts unique to your business.

Integrations

Wired up. One click each.

Sales CRM vs recruiting CRM vs investor CRM: which template to start from

The shape of a CRM depends entirely on who you're tracking. WebTwizz lets you describe the shape upfront so the AI builds the right pipeline stages, fields, and views.

Sales CRM. Stages are Lead → Qualified → Proposal → Closed. Fields you'll actually use: company, MRR potential, last-touch date, owner. Views you'll need daily: "deals stuck in proposal > 14 days" and "my closes this quarter." Skip the 80 fields Salesforce gives you that nobody fills in.

Recruiting CRM. Stages are Applied → Phone screen → On-site → Offer. The interesting fields are scorecards per interview round, candidate source attribution, and offer history. The daily view you actually use: "candidates in stage X with no movement in N days."

Investor CRM. Stages are Cold → Warm intro → Pitched → Term sheet → Closed. The fields that matter: check size considered, last touch date, sourced-from, partner name. The view you check every week: "investors I haven't followed up with this month."

Tell WebTwizz which of these you want and it sets up the right pipeline. You don't get a generic CRM with 200 fields you'll never use.

When to build a CRM vs buy HubSpot or Pipedrive

Buy if: your workflow looks like a generic B2B sales pipeline, you have 5+ seats, and you need integrations to Gmail/Outlook, Slack, marketing automation, and a forecast view. Buy HubSpot. The integration density is worth the $50–150/seat/mo.

Build if: your CRM is the application, not a sidecar to it. Recruiting agencies, real-estate brokerages, nonprofit donor tracking, and vertical SaaS all hit a wall in HubSpot because the data model doesn't fit. You spend three months making custom properties and reports, then realize you've built a worse CRM on top of an expensive one.

Build if: per-seat pricing breaks your unit economics. CRMs charge per user; if you have 50 people who touch 3 deals a month, you're paying $5,000/mo for software two-thirds of your team uses lightly.

Build if: you need to own the data. Donor data, patient records, regulated-industry contacts often can't legally sit in a third-party SaaS. WebTwizz builds the app on your own Supabase project, so the data stays in your own database, which can be hosted in any region.

FAQ

The honest answers.

The questions founders actually ask before they commit to a tool.

You own the code and the data. No per-seat fees, no plan limits on contacts, no integration that costs extra. The trade-off: you build the parts unique to your workflow yourself, but with AI doing the groundwork, that part is fast.

Yes. WebTwizz can build a CSV import page that maps columns to your contacts table. Or you can import directly via the Supabase dashboard.

For sending: connect Resend and WebTwizz can generate templated emails per contact. For email sync (read incoming mail), you’d add a Gmail or other inbox connection via the AI. It’s real code, so anything you can build manually is buildable in WebTwizz.

Yes. The whole point of building your own CRM is shaping it to your industry: recruiting pipelines, investor stages, agency retainers, fitness studio client lists. WebTwizz builds the basics; you describe the specifics.

Yes. The data is in Supabase, which you can export anytime. The code is yours. You can export the full code and deploy it to Vercel directly.

Keep reading

Start with one sentence.

Describe it, and watch the real app get built. Free to start, no credit card.

Start building freeSee pricing