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B2B servicesHuman verifiedv0.1.0-seed

B2B Service CRM Seed

Manage qualified opportunities without adopting a heavy CRM first.

Founder-led B2B service team or agency building an internal sales workflow.

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PRODUCT PREVIEW

Placeholder screenshot: workflow preview not yet replaced by real product media

Explore the documented golden workflow before requesting any package.

Best for

✓B2B service sales
✓Founder-led follow-up
✓Simple pipeline

Not designed for

—Enterprise CRM replacement
—Marketing automation
—Call center operations

Golden workflow

Qualified lead to next action

Designed around Founder seller.

01
Seller records a qualified lead.
02
Seller adds account context and fit notes.
03
Opportunity is moved into the current stage.
04
Next action date is set.
05
Seller reviews follow-ups by priority.

Know the scope

Everything you need to keep building.

Code is only useful when your team understands its decisions, boundaries, and next steps.

✓

Included product capabilities

●
Follow-up reminders
Date-based reminders without external calendar sync.
●
Lead qualification
Tracks fit, urgency, budget signal, and next step.
●
Opportunity stages
Simple pipeline states for service deals.

Explicitly excluded

— CRM import sync: External CRM sync is out of scope for this seed.

✦

AI-ready context pack

Structured context helps an AI coding agent make changes that respect the product's architecture and rules.

◆README, AGENTS, and CLAUDE guidance
◆Architecture overview and source-of-truth rules
◆Prompt pack and extension guardrails
◆Test guide and known limitations

Choose with confidence

Packages & license rights

Compare seats, project limits, support, updates, and usage rights. The accepted policy is preserved with your order.

Package and price values are test data pending product-owner approval. They are not a final commercial offer.

Recommended starting point

Starter / Early Access

Solo founder validating an idea

Test data: $49

Policy draft-2026-08-27.v1

Draft test license summary. Buyer may clone, modify, fork, and use within configured limits; resale or redistribution of the original source package, prompt pack, or private download is prohibited by default.

✓Commercial use for one project
✓Purchased version access
✓Prompt pack and docs

Developer seats: 1
Project limit: 1
Support: basic
Agency work: Not included

Review policy details

Updates

Stack & requirements

◆Next.js, PostgreSQL, Prisma, Tailwind
◆Node.js 22
◆PostgreSQL 16

Known limitations

◆No external CRM sync in this seed data.
◆No regulated customer data workflow is included.

Version record

◆Version 0.1.0-seed
◆45-90 minutes after database and email settings are prepared.
◆Seed metadata for Phase 2 catalog validation. No downloadable package is published yet.

A verified Seed is a strong starting point—not a substitute for your own security, legal, and operational review.

Read our verification philosophy

B2B Service CRM Seed | ProjectSeed