Step-by-step guide
How to Build a CRM System with AI — Contacts, Deals, and Pipelines
Build custom CRM systems with AI. Contact management, deal pipelines, activity tracking, email integration, and reporting — tailored to your sales process.
Define Your Sales Process
Describe your pipeline: 'A CRM for a B2B SaaS company with stages: Lead → Qualified → Demo Scheduled → Proposal Sent → Negotiation → Closed Won/Lost. Track deal value, expected close date, and assigned rep.'
AI Builds the Pipeline View
Kanban board with drag-and-drop between stages. Deal cards showing key info. List/table view with sorting and filtering. Pipeline analytics showing conversion rates and revenue forecast.
Add Contact Management
Contact and company records with relationship mapping. Activity timeline (calls, emails, meetings). Notes, tags, and custom fields. Import existing contacts from CSV or sync from email.
Configure Automations
'When a deal moves to Proposal Sent, create a follow-up task in 3 days', 'When a lead is created, send welcome email sequence', 'Alert manager when deal over $50K reaches negotiation.'
Deploy for Your Team
Deploy with team access. Each rep sees their own deals, managers see team pipelines, executives see company-wide metrics. Integrate with your email (Gmail/Outlook) for automatic activity logging.
Typical completion time: 5-15 minutes
Try it now
Follow the steps above with a free Multos AI account. No credit card required.
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