Can AI build me a free CRM?
Half. For a solo business, a spreadsheet CRM with follow-up dates and a pipeline view works well and AI can set it up. Once you need email sync, a team or automations, a paid CRM's free tier is usually better.
01Why half-bot
- A contact list with stages and follow-up dates is easy to build.
- Email tracking and team features are hard to replicate.
- Start simple and upgrade when it hurts.
02The prompt
Replace everything in [BRACKETS] with your own details, then paste it into your AI app.
You are a small-business systems consultant. What I sell: [OFFER] My sales stages: [STAGES] What I track per contact: [FIELDS] Tool: [GOOGLE SHEETS OR EXCEL] Your task: build a simple CRM. Rules: - MUST give columns, dropdown values for stages, and formulas for 'follow up today' and pipeline value. - MUST include a weekly review routine. - MUST tell me honestly when I'll outgrow it. Give me: the setup, the formulas and the routine.
03Steps
- List your sales stages.
- Run the prompt.
- Review it every Monday.
04What can go wrong
- Protect customer data; don't share the sheet widely.
- Back it up.
05What to use
Any major AI chat app, plus Google Sheets or Excel.
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