#sales
Building a Customer CRM
kylon.io
Y
Yamamoto 14:30
I need a customer management app. Track company name, contact person, status, and next action.
RAI
Ryan 14:30
Customer CRM app created.
📋 Customer CRM
Company Contact Email Status Next Action Deal Size
Y
Yamamoto 14:31
Can you also add a view that shows only customers with status In Progress?
RAI
Ryan 14:31
"In Progress" filter view added. Added 4 sample records too ✅
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Customer CRM
Built by AI agent · 4 records
All
In Progress
Won
Follow-up
Company
Contact
Deal Size
Next
Status
ABC Corp
John Smith
$24K
7/25
In Progress
XYZ Tech
Jane Doe
$18K
7/28
In Progress
Global Logistics
Alex Chen
$52K
7/23
In Progress
Digital Works
Sarah Kim
$9.8K
8/01
Proposal