Skip to content
← All templates

Team CRM template

A lightweight CRM for a small team: companies, contacts, deals by stage, and an activity timeline, with team sign-in, Postgres, and an agent API.

View the code
The Team CRM template running on floo, with sample data

Deploy with your agent

Paste this into Claude Code, Codex, or Cursor. Your agent creates a floo project, puts the template in it, and gives you the live URL.

Deploy the template at https://github.com/getfloo/team-crm-template on floo for me. Follow https://getfloo.com/agents.md to create a floo-hosted project, replace its starter code with this template's files (keep the project's [app] name in floo.app.toml), push, and give me the live URL.

Want the code in your own GitHub account instead? Use this template on GitHub, then give your agent this:

I used https://github.com/getfloo/team-crm-template as a template to create my own repository on GitHub. Ask me for my repository's owner/name, then follow https://getfloo.com/agents.md to connect my repository (not the template) to a new floo app, push, and give me the live URL.

What you get

  • Invite-only sign-in. Any member adds and edits records; only admins delete.
  • Deals grouped by stage, a company page with contacts, deals and activity, and a My deals view.
  • An agent API to search companies, update contacts and deals, and log a call summary.
  • Sample data on demand, so the pipeline is never empty on day one.

Make it yours

Then ask your agent for changes like these:

  • “Add a close date to deals and show deals closing this month at the top of My deals.”
  • “Log an activity automatically whenever a deal changes stage, authored by whoever changed it.”
  • “Add a CSV import on the Companies page for name, domain, contact name and contact email.”

More templates

  • Approval queue: Team members submit requests; admins approve or reject them with a comment.
  • Inventory tracker: Items, stock movements, low-stock highlighting, and a daily low-stock check.
  • KPI dashboard: Metric cards with targets and trends, fed by the numbers your agents push.
  • Feedback board: Customer feedback and feature requests, ranked by team votes, with duplicate merging.