Templates
Build your own sales CRM, without writing code
To build your own CRM, start from theo's ready-made sales CRM template — or describe what you need to track: leads, proposals, customers, pipeline stages. theo builds the complete app, with database, login and screens that work on phone and desktop. You get a pipeline board, lead records, follow-ups with history and conversion reports, and you change anything by asking in the chat. Free to start, no credit card.
What the CRM template includes
- Pipeline board: each deal in its stage, with its value, so you see at a glance what is about to close.
- Leads and customers: contact details, source, owner and notes.
- Follow-ups: the next step and its date, so no lead goes cold.
- Reports: deals by stage, won and lost, and conversion over time.
The screenshot above is the template running for real, with sample data. When you use it, you get your own empty copy.
Make it fit your process
Every sales team has its own stages and fields. Ask in the chat — "add a 'proposal sent' stage and a field for the product of interest" — and the CRM changes. Colors, sizes and labels you adjust by clicking on the screen.
Your team, with roles
Invite your salespeople, each with their own login, and set roles and permissions: a seller sees their deals, the manager sees everyone's. The app runs in the browser, with nothing to install.
Your data stays yours
The CRM's data lives in a PostgreSQL database hosted in Brazil, and you can export any table to CSV whenever you want.
Frequently asked questions
- Do I need to code to build my own CRM?
- No. Start from the CRM template or describe what you want to track, and theo builds the app with database, login and screens. Changes are requests in the chat.
- Can my team use it at the same time?
- Yes. Everyone signs in with their own account, and you choose what each role can see and edit.
- Can I export my customer data?
- Yes, any table can be exported to CSV at any time.
- How much does it cost?
- theo starts free, with no credit card and no time limit.
Start from the CRM template
Open the template, see it working and create your own copy. Free, no credit card.
Free, no credit card · Database hosted in Brazil