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Prototype Sales · CRM

Pipeline CRM

A lightweight sales CRM: companies, contacts, an editable deal pipeline and activity history — with owner, admin, sales-rep and viewer personas.

A flagship prototype: complete and ready to try.

Screenshot · shown in its full screen shell

Live preview

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Live demo bundled static build Open
Screenshot of Pipeline CRM

No live preview yet.

Each prototype stores its data in IndexedDB for the address it runs on. Data you create at localhost:5173 is separate from a build at localhost:4173 or a published URL, and the framed preview shares storage with that address opened directly.

Highlights

  • Companies, contacts and an editable deal pipeline
  • Activity history
  • Owner, admin, sales-rep and viewer personas
  • An enterprise-scale scenario with over 16,000 rows

Scenarios 9

  • new-company
  • growing-team default
  • mature-company
  • rep-view
  • viewer-view
  • admin-view
  • trial-expired
  • offline-mode
  • enterprise-scale

Each scenario rebuilds a deterministic world. Open one with ?scenario=<id>.

Spec kit

Every prototype carries a spec any agent can follow to rebuild it in a real app: the files below, in prototypes/crm-demo/, with generated regions kept in sync with the code.

  • AGENTS.md
  • docs/SPEC.md
  • docs/DATA_MODEL.md
  • docs/FLOWS.md
  • docs/SCREENS.md
  • docs/PERMISSIONS.md

Check that the spec is current

pnpm protoyard spec crm-demo --check

Rebuild kit (ZIP)

pnpm protoyard spec crm-demo --bundle