Build a CRM for your lead and follow-up workflow
Stop forcing your sales process into rigid, expensive software. Use Molbik AI to generate a custom CRM tailored exactly to your pipeline stages, team roles, and lead details.
Start with this exact prompt
Copy and paste this structured instruction into the Molbik AI builder to instantly generate your CRM foundation.
"Create a web CRM for a small sales team. Include lead name, company, email, phone, source, assigned team member, status and next follow-up date. Add a lead list, record detail and pipeline view. Explain which role permissions and exports need additional setup. Use sample records only."
Tested Pipeline Workflow
Watch how a sample lead naturally moves through the generated CRM stages.
Lead Captured
A new inquiry is added with company name, email, phone, and source. It is automatically placed in the 'New' column.
Assignment & Follow-up
The sales manager assigns a team member. The status is updated to 'Contacted', and a next follow-up date is set.
Conversion
After a successful meeting, the lead is dragged to 'Qualified', unlocking specific conversion exports and reporting metrics.
Actual Generated Results
When you run the starter prompt, the AI engine builds a comprehensive web application with three distinct, fully-functional views out of the box:
1. Lead List View
A searchable data table displaying all leads, sortable by follow-up date and filterable by assigned team members.
2. Record Detail View
A dedicated profile page for each lead containing their full company details, contact info, and activity history.
3. Pipeline Kanban View
A visual drag-and-drop board to move leads across your custom stages (New, Contacted, Qualified).
Required Setup Before Live Use
While the AI builds the foundation, certain enterprise features require your manual review and configuration before production.
Role Permissions
By default, all authenticated users have full access. You must manually configure specific 'Sales Rep' vs 'Admin' visibility rules in the security settings.
Data Imports & Exports
Basic CSV export is included. However, automated syncing with external tools (like HubSpot) requires setting up dedicated Webhooks.
Automated Reminders
The CRM captures the 'Next Follow-up Date'. To send actual email or SMS notifications to your sales team on that date, you need to activate the built-in Notifications Utility and allocate wallet credits.