CRM guide
Build a CRM with 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.
01 / What you can build
Real projects, not toy examples.
People are shipping these crms on Webtwizz this quarter. Each one is a complete app: real auth, real data, real money flowing through Stripe.
Sales CRM
Contacts, accounts, deals, pipeline stages, weighted forecast. The classic shape.
Recruiting CRM
Candidates, jobs, interview pipeline, scorecards, offer tracking.
Investor CRM
LPs/funds, check size, stage, follow-ups, soft-circles, intros.
Client CRM for agencies
Clients, projects, retainers, deliverables, invoice status.
02 / The build
From a sentence to a deployed app.
5 ordered steps. No config files, no devops, no SQL migrations to write by hand.
- 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 scaffolds the data model and UI.
- 02
Connect Supabase for contacts and pipeline data
Click Supabase in the integrations panel. Webtwizz creates tables for contacts, companies, deals, notes, and activities — and wires the queries automatically. Edit the schema inside Webtwizz when you need to.
- 03
Add auth so only your team sees the data
One-click Supabase auth. Email/password + Google OAuth out of the box. Webtwizz generates Row-Level Security policies so users only see records they own (or their team owns).
- 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 — skip the prompt-tweaking loop.
- 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.
03 / Why it works
The parts other AI builders skip.
Anyone can scaffold a CRUD app. The reason these projects ship is the integration plumbing other builders leave for you.
Real database, not a spreadsheet wrapper
Supabase Postgres under the hood. Real relational data, real SQL when you need it, real export.
Multi-user from day one
Auth + RLS wired 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.
04 / The stack
Wired up. One click each.
Supabase, Stripe, the email layer, the analytics layer. OAuth, env vars, webhooks, scaffolded routes, all generated correctly the first time.
Supabase
Auth + Postgres database. Contacts, deals, activity history.
Resend
Send templated emails to contacts directly from a deal record.
OpenAI
Auto-summarize notes, draft follow-up emails, classify deal stage.
PostHog
Track which pipeline stages convert, where deals stall.
05 / Questions
The honest answers.
The questions founders actually ask before they commit to a stack.
How is this different from HubSpot or Pipedrive?
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 scaffolding, that part is fast.
Can I import existing contacts from a CSV?
Yes. Webtwizz can scaffold a CSV import page that maps columns to your contacts table. Or you can import directly via the Supabase dashboard.
What about email integration?
For sending: connect Resend and Webtwizz can generate templated emails per contact. For email sync (read incoming mail), you’d add a Gmail or IMAP integration via the AI — it’s real Next.js code, so anything you can build manually is buildable in Webtwizz.
Will it work for my industry?
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 scaffolds the bones; you describe the specifics.
Can I export the data if I outgrow Webtwizz?
Yes. The data is in Supabase (Postgres) which you can export anytime. The code is yours — Webtwizz can hand off a standard Next.js repo you deploy to Vercel directly.
Build it visually. Ship it today.
Webtwizz is the AI app builder that lets you edit AI-generated code visually, and ship full-stack apps with auth, databases, and payments.
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