# pebbleCRM

Companies, people, deals and follow-ups for your own sales and client work.

From the pebblebase pebble box: https://pebblebase.dev/box/pebble-crm

## Ask it

- Who do I need to follow up with this week?
- Move the Acme deal to proposal.
- Log a call with Dana about pricing.
- What's in my pipeline, by stage?
- Which companies are clients now?

## What's inside

- Records: companies; contacts; deals; conversations; follow-up tasks.
- Views: Everyone (table), Clients (table), Pipeline (board), Totals by stage (table), Due now (table), History (table).
- Reminders: none.
- Tests: 41.

## Good to know

- No email or calendar sync.
- Only your account sees it: there's no team inbox or colleague logins.
- Follow-up dates don't send reminders unless you ask for one.

## Rebuilt

Rebuilt 2026-10-13 in Claude: 41 tests pass.

## The prompt

Paste this into a chat with pebblebase connected. Setup steps: https://pebblebase.dev/pebblebase/agent-guide.md

Help me run a small CRM for my own sales and client work. Keep the companies I deal with, the people I talk to there, deals with a stage and an amount in a currency, every conversation I have, and follow-up tasks with a due date.

Views: everyone I know, my clients, my pipeline as a board by stage, totals by stage, follow-ups due now, and a history of what we talked about.

Rules: a contact needs a name, and a conversation must be with a contact or a company. A deal can't be negative, needs a currency, and totals keep currencies apart. Only allow the stages and statuses we agree on. Don't let me delete a contact that has history. Edits follow the same rules as new entries.

Write these as tests first. Ask me rather than invent names, amounts or dates.