Create beginner Works with: Any AI

Pipedrive-Style Deal CRM Setup for a Solo or Small Team

Structured brief Has example

Set up a lightweight deal CRM with pipeline stages, activity rules, templates and a weekly routine for a solo seller or tiny team.

The Open buttons send the prompt text as currently shown below to that site only when you click. Fill in the placeholders first.

[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it.

Help me set up a simple deal-based CRM such as Pipedrive or a similar tool. What I sell: [OFFER]. How people usually buy from me: [BUYING_PATH]. Number of deals I handle a month: [MONTHLY_DEAL_COUNT]. Where leads come from: [LEAD_SOURCES]. Current mess (notes, spreadsheets, inbox): [CURRENT_SETUP].

Produce: a pipeline with five to seven stages named by what the buyer has done, each with a one-line rule for moving a deal; the minimum custom fields to add (maximum six) with reasons; an activity rule such as "every open deal always has one scheduled activity", and how to set it up conceptually [VERIFY because tool features and names differ]; templates for the first email, a follow-up and a proposal cover note, each under 90 words with placeholders; a daily 15 minute routine and a weekly 30 minute review with questions; and a simple dashboard of five numbers with their formulas, including win rate and average sales cycle, with an arithmetic example.

Include a migration checklist from a spreadsheet, with a test import and checks for duplicates, and a rule on archiving lost deals with reasons. Explain what not to track so that the system stays easy to maintain.

Features, field types, automation and import options depend on the tool and plan; mark each [VERIFY]. Do not invent product features or prices. Respect privacy and email consent rules for contacts [VERIFY].

Add a worked example with invented figures: 30 deals created, 9 won, 15 lost and 6 open in a quarter, with average days to close of 24 for wins, and compute win rate in two ways.

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Replace each bracketed placeholder with your own details, then paste into Any AI or another assistant.

Invented figures.
Win rate on closed deals = 9 won / (9 + 15 lost) = 37.5 percent.
Win rate on all created deals = 9 / 30 = 30 percent, which understates the rate because 6 deals are still open. Use the first for performance and say so.
Pipeline stages: 1 Enquiry received, 2 Needs call booked, 3 Proposal sent, 4 Decision pending, 5 Won or Lost.
Rule: every open deal always has one scheduled activity with a date. Daily routine: open the Activities view, clear overdue items, add the next step to every deal touched. Tool features and names vary, so check them [VERIFY].

• setup
• crm