Build your own Zoho CRM with Claude Code
A CRM for small and mid-sized businesses: leads, contacts and deals, workflows, email templates and more.
The Claude Code prompt
Build my own take on Zoho CRM: a CRM for small and mid-sized businesses. Give it an original name, logo, colours and copy, and do not use Zoho CRM's name, branding or assets. Version one should have: - Leads, contacts and deals - Workflows - Email templates - Reports - Mobile view The hard part: Workflow rules. Build a small trigger and action engine. How to build it: 1. Read this folder first. If it is empty, set up Next.js (App Router, TypeScript, Tailwind) with Postgres through Prisma or Supabase, and Supabase Auth or Auth.js for sign-in. Write a short PLAN.md with the data model, screens, third-party services and what you are leaving out of version one. 2. Build the core loop end to end before anything else: leads, contacts and deals, working with real data saved to the database. 3. Add the rest of the features one at a time, and seed realistic demo data so every screen looks alive. 4. Keep API keys in environment variables, and put any paid service behind a small interface with a local stub, so the app runs on a fresh machine without accounts. 5. Run it, click through every screen on desktop and mobile widths, fix what breaks, and finish with a summary of what works, what is stubbed and how to deploy it.
Paste it into Claude Code in an empty folder. It plans first, so read PLAN.md and steer before it starts building.
Version one
- Leads, contacts and deals
- Workflows
- Email templates
- Reports
- Mobile view
The hard part
Workflow rules. Build a small trigger and action engine.
Make it yours: a niche Zoho CRM ignores, an original name and brand, and one feature it does badly done well.
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