Own your CRM
If your business runs on relationships, the cost of losing one in a spreadsheet is a customer. Tell Wang to build a CRM and you get every contact and deal in one place you own, a pipeline shaped around how you actually sell, an alert the moment a lead lands, and a nudge when a deal goes quiet. Not a Salesforce you rent by the seat — your own book of business, yours to keep.
What "own your CRM" means here
A bought CRM makes you work its way: its stages, its fields, its idea of a sale, and your customer list sitting on its account. Here it's the other way around. The stages are named in your words, the fields are the ones you care about, and every contact and deal belongs to your business. You own the book — you don't lease access to it.
What Wang builds for you
Your team works behind a login; the public only ever sees the intake form.
- A pipeline board — a column for each stage, deal cards you drag from one to the next. This is your home screen, and it updates live as your team moves things.
- Contacts and detail — a searchable list of everyone, and a detail view with all their deals, the full history of every call, note, and email, and a "log a call or note" box right there.
- A "today" view — the deals nobody has touched in a while and the ones expected to close this week, so the work that matters surfaces itself.
- A public intake form — name, email, phone, message, on your own domain, that drops a new contact straight into the CRM with an optional auto-reply.
How a lead becomes a closed deal
A lead arrives one of three ways: someone fills your intake form, an email lands at your domain, or you bulk-import a spreadsheet you already have. Each one becomes a contact, pings your feed, and — for a hot source — can text you. You open the contact, log your calls and notes, and drag the deal across the board as it moves; every drag writes a line to the history and keeps the record honest. When it closes, you mark it won or lost. And a deal that goes a week without a touch flags itself before it goes cold for good.
The stages stay in your language — rename them to match how you sell — and the whole team sees the same board, so nothing falls between two people.
The pings you actually return for
Wang watches the pipeline and surfaces the moments that matter, in your feed and on your phone:
- New lead — a contact landed from the form, an import, or a referral. The headline event; a hot source can text you too.
- Inbound email — a message to your domain shows up live in the feed, ready to turn into a contact.
- Deal won or lost — recorded the moment you move the stage.
- Deal going cold — no activity in a week on a deal that's still in play.
- Pipeline slipping — your new-leads or win-rate dropping versus last week raises a flag on its own.
Underneath, the CRM tracks new leads, won revenue, and win rate, plus a same-day funnel from a site visit to a submitted lead to a qualified one — so you can see the shape of your sales, not just the list.
How you get it: tell Wang
You describe how your sale works — where leads come from, the stages they move through, what counts as won — and Wang builds it production-ready and tests it in a real browser before the link reaches you. Onboard Wang like a new hire, hand over your brand colors or a Claude Design artifact, and the intake form and board come back looking like you.
Build me a CRM for my agency. Stages are Inquiry,
Proposal Sent, Negotiating, Won, Lost. Leads come in
from a form on my site and from emails to my domain.
Text me when a new lead lands, flag any deal I haven't
touched in 7 days, and email me on Mondays with what's
closing this week. My whole team should see the board.The customer records, team logins, live board, intake form, inbound-email capture, alerts, and stall watcher all get built together and tested against each other. The parts that are easy to get dangerously wrong on your own — keeping each team's records private while still letting new visitors submit the form — come pre-built and audited.
What stays together
Your contacts, deals, history, intake form, team logins, inbound email, spreadsheet imports, daily stall watch, closing-this-week digest, hot-lead texts, documents, and domain all live as one owned CRM. The public can submit a lead; your team sees the private board, notes, files, and follow-ups.
Start owning it
Tell Wang how you sell and it builds the CRM you own. To see the mechanics first, the quickstart is the shortest path to a live URL, and if leads come in through a chat, pair this with owning your lead qualification chatbot.