For one seller, a pipeline is people, organizations, deals with stages, and activities with due dates. That fits comfortably in SQLite, and an agent can produce a board, a deal page, reminders and CSV import in a weekend. The time goes where a CRM stops being a spreadsheet: logging email, calendar sync, reminders that reach you away from the desk, and clean import of years of history. If you need Gmail sync or a team, adopt Twenty or EspoCRM rather than building.
Before you buildPipedrive has no free plan, only a 14-day trial. For a handful of deals a spreadsheet, or a free self-hosted CRM like Atomic CRM, may be enough.
Build me a personal sales pipeline CRM to replace Pipedrive. Requirements: - Node.js 22 + TypeScript: a Fastify API and a React front end built with Vite. `npm start` serves http://localhost:4200. - Storage: better-sqlite3 in ./data/crm.db with organizations, people, deals (title, value, currency, pipeline, stage, expected close date, status open/won/lost, lost reason), activities (call, meeting, email or task, with a due date and a done flag, linked to a deal or person) and notes. Files go to ./data/files/. Every row has created and updated times. - Pipelines: several pipelines, each with ordered stages and a win probability per stage, seeded from a JSON file. - Deals board: a kanban per pipeline; dragging a card changes its stage and writes a row to a stage history table. Column headers show the count, the total value and the probability-weighted value. Filter by person, organization, value range and expected close month. - Deal page: details, linked people and organization, and one timeline of notes, activities and stage changes, with an "add activity" form that takes a due date. - Activities: Today, Overdue and Upcoming lists, and a daily email digest of what is due sent by `node-cron` at 08:00 local time through nodemailer (SMTP settings in .env). - CSV import for people, organizations and deals with column mapping and a dry-run preview, written to accept Pipedrive's export files; CSV export for every table. - Optional email logging: if IMAP_* is set in .env, poll the mailbox every 5 minutes with `imapflow` and attach each message to the open deal of the person whose address matches the sender or recipient. - Reports page: won value per month, win rate, average days per stage and open pipeline by stage, as tables and `uPlot` charts. - Single user. No accounts, no telemetry, local-first; bind to 127.0.0.1. - Out of scope: Gmail or Outlook OAuth sync, calendar sync, teams and permissions, automations, lead forms, mobile apps. - README: setup, backup, and a plain note that email logging works over IMAP only.
Opens your agent with the prompt filled in, you press enter. Or copy it and paste it into an empty folder.
The first prompt builds the core. Run these one at a time in the same folder to grow it into your own Pipedrive.
Add a dedicated Pipedrive importer to the CRM app in this folder. Requirements: - Read the CSV or XLSX files in ./import/ (deals, people, organizations, activities, notes) and build the column mapping from their actual headers; print any column it could not map. - Match people and organizations by name and email, link deals to both, and attach activities and notes to the right deal or person using the link columns. - Run inside one transaction with a dry-run flag that prints counts per table and the first 10 problems; a real run twice must not create duplicates. - Update the README.
Add email sending to the CRM app in this folder. Requirements:
- A "Send email" button on a deal opens a form with To (the person's address), subject and a
plain-text body, with templates saved in a Templates page using {{first_name}} and {{deal_title}}.
- Send through nodemailer with SMTP settings in .env, BCC the logging mailbox if configured, and
log the message on the deal timeline as an email activity marked done.
- Show a clear error and keep the draft if sending fails.
- Update the README.Add phone reminders to the CRM app in this folder. Requirements: - Make the front end an installable PWA with a manifest and a service worker. - Add Web Push with VAPID keys from .env: a button to enable notifications on this device, and a push at the due time of each activity, sent by the existing scheduler. - Include Snooze 1 hour and Done actions in the notification. - Store subscriptions in SQLite and drop expired ones on a 410 response. - Update the README with how to reach the app over HTTPS from the phone.
Pipedrive sells a sales routine a rep opens every day: the pipeline view, tied to their inbox and calendar, with reminders and automations on top. Teams pay per seat because the data is shared and managers want reports; for a solo seller it is the mail sync and connectors that are hard to match, not the board.
Estimate · Runs on your machine for free; a small VPS adds a few dollars a month for access from other devices. The build is token usage on your agent plan, and the importer takes extra rounds.
| Plan | Monthly | Annual, per month | What you get |
|---|---|---|---|
| Lite | $24 | $14 | Lead, calendar and pipeline management, AI report creation, 500+ integrations, meeting intelligence. No full email sync. |
| Growth | $49 | $39 | Adds full Gmail and Outlook sync with open and click tracking, automations and email sequences, subscription and forecast reports, a meeting scheduler. |
| Premium | $79 | $59 | Adds lead routing and capture tools, custom scoring and data enrichment, AI email tools with team inboxes, contracts with e-signatures, formula fields and group permissions. |
| Ultimate | $99 | $79 | Adds security alerts and access rules, phone and email enrichment, a sandbox account and longer phone support hours. |
No free plan; every plan starts with a 14-day trial that needs no credit card.
Kinda. The core is a weekend build with the prompt on this page, but real gaps remain: Two-way Gmail and Outlook sync with open and click tracking (Growth and up), Automations, email sequences and the meeting scheduler.
About $24 a month on the Lite plan per seat, $288 a year (checked 2026-10-14).
Two-way Gmail and Outlook sync with open and click tracking (Growth and up); Automations, email sequences and the meeting scheduler; Lead capture, web visitor tracking and forms from the add-ons; The 500+ integrations and the mobile apps; Forecasts, team permissions and shared reporting. If any of those matter to you, keep paying.
Yes: Twenty (open source), EspoCRM (open source), Frappe CRM (open source).