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Intermediate BUILD / PIPEDRIVE CLONE PROMPT

Build your own Pipedrive.

A complete AI build prompt for a sales pipeline with deals, contacts, and actionable follow-ups. Your own code, identity, and workflow.

Sales pipelineDealsActivitiesWebPHP + TypeScript
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What your Pipedrive-inspired app will do

Build an original pipeline CRM called Dealtrail, inspired by Pipedrive. It serves a small sales team that wants every deal to have a clear next action. The core journey is creating a deal, associating a contact, scheduling an activity, moving the deal between stages, and marking it won or lost. Make the board and follow-up workflow the center of the product.

  • Pipeline setup: configure a single pipeline with ordered stages, create deals with amount/currency and owner, and move deals using drag or accessible actions. Persist ordering and stage changes rather than only rearranging cards locally.
  • People and organizations: maintain linked contacts and company records, associate them with deals, and search names/email. Keep contact permissions consistent with the deal that exposes them.
  • Next activities: schedule calls, meetings, or tasks with due date/time, mark them complete, and highlight deals missing a future activity. Rescheduling and completion should update the real timeline.
  • Deal history: record notes, stage transitions, owner changes, and won/lost outcomes with timestamps. Allow reopening a closed deal without destroying its previous outcome history.
  • Filtering and reports: filter by owner, stage, value, and overdue activity; derive stage totals and outcomes from records; export authorized deals as CSV. Support a small admin/member permission model.

Is a DIY Pipedrive alternative right for you?

Use this Pipedrive-style brief when a board and activity list are the main product. The larger Salesforce-style record model is a separate starting point.

A useful first project: A small sales team that prioritizes deal movement and the next scheduled activity.

Start with a smaller version

Add a deal and contact, schedule an activity, move its stage, and mark it won. Check history and board totals after reloading.

Know the tradeoffs

Reliable board mutations, due dates, history, and permission-aware totals need server logic. Mailbox synchronization and telephony are outside the starter version.

Understand the build-vs-buy tradeoffs

Building your own Pipedrive: useful answers

Is this a ready-to-use Pipedrive alternative?

This page provides a customizable build brief for a sales pipeline with deals, contacts, and actionable follow-ups. It is not a hosted app. Your AI coding agent implements the software; you then need to test, run, and maintain it.

Can I customize the Pipedrive clone prompt?

Yes. Choose Product & audience, Design, Features, Tech stack, or Data & behavior in the editor. Save and copy the complete assembled prompt, or download it as Markdown. Edits are saved in this browser.

What does the starting version leave out?

Test board/list consistency after reload, overdue activities near midnight, concurrent stage moves, a reopened won deal, deleted contacts, authorized CSV exports, and stage totals after changes. Exclude automatic mailbox sync, forecasting AI, telephony integrations, and invoicing.

Original software. Familiar inspiration.
Use your own brand, code, layout, and assets. Clone4.me is independent and is not affiliated with Pipedrive. Read our approach.

Curated by Clone4.me · AI-assisted build briefs · Scope reviewed October 14, 2026

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