CRM blueprint

Build your own HubSpot and Salesforce alternative with your AI agent

Leads, deals and customers on your own company records, with the pipeline, stages and rules your team actually uses. It is built to replace HubSpot, Salesforce and similar sales CRMs.

Give this to your agent

Paste one prompt. Your agent builds your version.

Paste it into Claude Code, Codex or Cursor. Your agent reads the blueprint, asks how your company works and shows you a one-page plan. Once you approve it, the agent builds your version on SegmentStream, turns every invariant into a test and deploys when you say so.

prompt for your coding agent
Read https://github.com/segmentstream/build-your-own/blob/main/AGENTS.md and follow it.
Build our CRM from the crm blueprint.
What you get

What your agent builds

Leads from your forms, triage, deal pipelines and customers on your own companies and contacts, shaped to how you sell.

What it is not

  • Not a marketing automation suite: no email sequences, scoring models or landing pages in the first version. They are variations or other blueprints.
  • Not billing: subscriptions, invoices and renewals of existing customers belong to bookkeeping. The CRM ends when a deal is won.
  • Not a two-way sync with another CRM. It can import your history once; after that it is the system of record.
What it does
  • Every form submission becomes one lead, exactly once, however often the website retries. The person and their company are found or created for you.
  • New leads reach the right owner by your routing rules. The owner gets one email with a link to the lead; a Telegram team chat also hears about each lead once.
  • Triage in a few clicks: take a lead, qualify it into a deal, or disqualify it with a reason you can report on later.
  • Deal pipelines with your own stages and entry rules. Won and lost are final, each with a date and a reason, so your numbers do not drift.
  • Amounts always carry their currency. Pipeline, win rate and revenue reports never add euros to dollars.
  • Customers are worked out from won deals, never typed in, so the list is always right.
  • Ask the company agent “what is stuck in proposal?” or “log my call with Northwind” from your team chat, with your own permissions.
What the platform runs for you

The hard parts are already running.

Your agent writes only the business logic. SegmentStream runs the infrastructure under it, so nobody on your team builds or operates it.

  • Your leads, contacts, companies and deals in the company database, where every change goes through an action, is checked against the person’s role and kept in history.
  • An intake API key for your website’s form that can submit leads and read nothing.
  • The REST API and MCP tools, so the company agent, Claude or your own agents can work the pipeline with each person’s permissions.
  • Replication of deals into the warehouse, so revenue reports and metrics need no export.
Alternative to
  • Salesforce
  • HubSpot
  • Microsoft Dynamics 365
  • Zoho CRM
  • Monday Sales CRM
  • Freshsales
  • Attio
  • Close CRM

Product names are trademarks of their owners, named only to describe what the blueprint can be compared with.

What’s in the blueprint

Five files your agent reads before it builds anything. Each opens on GitHub.

Blueprints are provided as is; see the disclaimer.

Related solutions

Build your company’s own software. Let agents run it.

$ segmentstream workspace create acme --region eu --subdomain acme

▸ Created workspace acme · database, warehouse and a private git repository

$ segmentstream workspace WORKSPACE-ID clone acme && cd acme

▸ your coding agent builds what your team asked for and runs the checks

$ git add -A && git commit -m "First version"

$ segmentstream deploy

▸ app, company agent, API and MCP tools live for your invited members

Start a pilot

Our engineers build the first version on your data in two weeks, at a fixed price.

Or build it yourself with your coding agent:

curl -fsSL https://segmentstream.com/install.sh | sh

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