Build a CRM with Claude Code (2026 Guide)

Was Sie brauchen

• Claude with access to Claude Code (claude.ai), or Codex as an alternative

• A clear picture of your own sales stages and how you work with customers

• Optional later: Gmail and an AI note taker to feed updates

Schritt für Schritt

1. 1

   Open a new Claude Code session

   1:33

   Open Claude, go into Claude Code and start a new session. You don't need to know how to build a CRM: you will explain how you handle sales and let Claude ask the questions.

2. 2

   Describe what you want and ask for questions

   1:55

   Paste the prompt below. Keep it basic and cap the number of questions (I went from 10 down to 5) so the first version stays small.

   Starting promptKopieren

   Hey Claude, right now I want you to create a CRM for me. I want that CRM to handle all of my leads and also handle my sales cycle and my current customers. I also want to keep track of customer information inside of it. Could you ask me questions that could help me clarify all of the features that you need? Right now, we're going very basic. Give me at most 5 questions.

3. 3

   Answer with your real sales process

   3:01

   Answer each question with how you actually work: the format (a web app), your pipeline stages, whether you hold qualification meetings, what to track per company and per contact, and that you want no integrations yet. Adapt my answers below to your process.

   Example answers (mine)Kopieren

   This should be a web app. My sales pipeline: lead, qualify, proposal sent, negotiation, won and lost. I normally do qualification meetings before defining if they're qualified. Per company and per contact, all of that information is fine. I do not want any integration right now. I literally just want to have a basic CRM, and this is only for myself.

4. 4

   Say whether it is just you or a team

   3:36

   Tell Claude if the CRM is only for you. If a team will use it, it must record who updated the CRM at every point in time, which is a different build. For a first test, start with the basic version and ask Claude Code to change it later.

5. 5

   Let Claude build it

   4:04

   Let Claude Code build the CRM. Asking for a full web app can take a while. If you ask for a simple CRM that uses only your local files, Claude can do it within a couple of minutes.

6. 6

   Review the pipeline, deals and contacts

   4:42

   Open the result and check: the pipeline breakdown by stage, recent closed deals, how much money is in the pipeline and how many deals you have, the deal overview by company and contact, adding a contact and their company, and moving deals through the pipeline. The starter data is made up.

7. 7

   Fix bugs by asking Claude Code

   5:10

   If something is broken (I found one bug in the deal overview), describe it to Claude Code in the same session and ask it to fix it.

8. 8

   Plan a morning sync from email and notes

   5:56

   Once it works, connect Claude Code (or Codex) to Gmail and your AI note taker, then ask it to update the CRM every morning. Then open the CRM each morning, look at your tasks and start executing.

   Morning update promptKopieren

   Every morning, check my latest emails and my latest sales transcripts from my AI note taker, fetch all of that information, and update the CRM.

Als Nächstes ansehen

• 59:49AI for CRM and Follow-Up Automation Webinar May 7thKeep your CRM current with a daily routine that reads your emails and meetings.
• 6:28Automate Daily Work with Claude RoutinesSchedule the morning CRM update as a Claude routine that runs in the cloud.