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A CRM shaped around your sales process.

Describe your leads, sales stages and follow-up process. Chromoly plans a structured app with records, forms and reporting that you can review and refine before deployment.

By Chromoly · Updated 20 September 2026

Custom builds open on December 1, 2026. Self-service opens in January 2027. Check access and availability.

Start with the records your team actually uses

A practical CRM starts with companies, contacts, deals and follow-up tasks. Define who owns each deal, which stages it moves through, and which information your team needs before moving it forward. Keep the initial form short; add fields when they support a real decision.

Turn pipeline data into useful reporting

Ask for pipeline value by stage, won revenue over time and tasks due this week. Specify currency and reporting time zone. Charts should use saved records; fictional demonstration data should be clearly identified and kept separate from real customer data.

Give AI a specific job

An AI advisor can help explain saved pipeline information or draft follow-ups for review. For lead scoring, describe your ideal customer profile and the criteria to use. Email and Slack delivery require configured services and a tested workflow; writing a provider name in a prompt does not connect your account.

Start with this prompt

Example to adapt

Build a CRM for a consulting team. Include companies, contacts, deals and follow-up tasks. Stages: New, Qualified, Proposal, Won and Lost. Show pipeline value by stage and won revenue over time. Add an AI advisor that answers from saved records and drafts follow-ups for review. Include clearly labelled fictional demo data. Use English, EUR and Europe/Stockholm.

Review before publishing

Create, edit, search and delete a fictional lead; import a small CSV and review its field mapping.
Move a deal between stages and compare the chart totals with the underlying records.
Test permissions with a separate account and test any notifications with a destination you control.

Frequently asked questions

Can I import my existing CRM records?

Use the CSV import controls available in your generated app. Check field mapping, required fields and a small sample before importing the full file. Confirm export and migration requirements with support.

Does AI automatically contact my leads?

Request drafts for human review when that is your intended workflow. Sending messages needs a configured integration and an explicitly enabled action; an AI advisor alone does not connect your inbox.

What does a custom CRM cost?

Planned Starter is €99/month with 1,500 monthly credits; Builder is €249/month with 2,500 monthly credits; Pro is €699/month with 6,000 monthly credits. Managed implementation is quoted separately. Check the pricing page and confirm availability and terms before rollout.

Read the product guide for configuration and availability, or compare planned plans and credits.

Explore other app directions

Website · Booking portal · Portfolio

Plan your system with us.

Tell us what you want to build. For a Managed build, we agree the scope, service and credits with you.

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