Project Template Library
This page defines the 28 standard project types the CRMBuilder AI agent can execute. Each template includes the information that must be gathered before work begins, the expected deliverables, complexity tier, and flat price.
Complexity tiers:
- S (Small) — 1–3 hours of AI execution, well-defined scope
- M (Medium) — 3–6 hours, some conditional logic required
- L (Large) — 6–12 hours, multiple interconnected parts
Automations
AT-01 · Lead Scoring Automation
Set a numeric score on contacts based on field values or activity.
Gather: Score fields and weights (e.g. has phone +10, replied to SMS +20), score thresholds for status changes, which field stores the score.
Delivers: Automation with conditions + contact.update_field actions, documentation of scoring rules.
Tier: M · Price: $149
AT-02 · Deal Stage Automation
Trigger actions when a deal moves to a specific stage.
Gather: Which pipeline, which stage, what should happen (notify owner, send SMS, update contact field, create task).
Delivers: Automation with deal.stage_changed trigger + configured actions.
Tier: S · Price: $99
AT-03 · Contact Tag Workflow
Automatically add/remove tags and trigger follow-up actions based on tag changes.
Gather: Tag names, trigger direction (added or removed), follow-up actions required. Delivers: One automation per tag trigger with actions chain. Tier: S · Price: $79
AT-04 · SMS Drip Sequence
Send a timed series of SMS messages to new contacts.
Gather: Message content for each step, delay between messages, trigger event (contact created, tag added, deal stage), stop condition (e.g. if contact replies).
Delivers: Automation chain with sms.send actions and delay_seconds configured, template records created.
Tier: M · Price: $179
AT-05 · Inbound SMS Router
Route inbound SMS replies to different workflows based on keywords.
Gather: Keywords to detect, action per keyword (tag, notify, move deal stage), fallback action for unrecognized replies.
Delivers: Automation with sms.inbound trigger, keyword conditions, action branches.
Tier: M · Price: $149
AT-06 · Re-engagement Automation
Identify and message contacts who have gone quiet.
Gather: Definition of "quiet" (days since last activity), message content, what to do if no response after N days. Delivers: Scheduled automation with inactivity condition, SMS send action, follow-up timeout branch. Tier: M · Price: $149
AT-07 · Won/Lost Deal Actions
Trigger cleanup and handoff actions when a deal closes.
Gather: Actions on won (e.g. tag contact, notify team, create onboarding deal), actions on lost (e.g. tag, add to re-engagement sequence).
Delivers: Two automations (deal.won and deal.lost) with full action chains.
Tier: S · Price: $99
Reporting & Dashboards
RP-01 · Custom Contact Report
A filterable, exportable table of contacts with custom columns.
Gather: Columns to display, default filters, sort order, any calculated fields (e.g. days since created).
Delivers: New report page at /reports/[slug], API route, CSV export button.
Tier: M · Price: $199
RP-02 · Pipeline Performance Dashboard
Visual summary of deals by stage, conversion rates, and velocity.
Gather: Which pipelines to include, date range options, metrics to highlight (total value, avg days in stage, win rate). Delivers: Dashboard page with charts, pipeline selector, date range picker. Tier: L · Price: $349
RP-03 · SMS Campaign Report
Stats for a campaign: sent, delivered, replied, reply rate.
Gather: Which campaigns to include, whether to show individual contact rows or aggregate only.
Delivers: Report page querying campaigns_items and smslog, with reply rate calculation.
Tier: M · Price: $199
RP-04 · Team Activity Report
Summary of actions taken per team member over a date range.
Gather: Activity types to count (deals created, contacts added, SMSes sent), date range, team members to include.
Delivers: Report page grouped by pb_users, exportable.
Tier: M · Price: $199
Integrations
IN-01 · Webhook Receiver
Accept inbound webhooks from an external system and create/update CRM records.
Gather: Source system, payload structure (share example JSON), what to create or update on receipt, authentication method.
Delivers: API route at /api/webhooks/[source], payload parser, DB writes, signature verification.
Tier: M · Price: $249
IN-02 · Outbound Webhook on CRM Event
POST to an external URL when something happens in the CRM.
Gather: Trigger event, external URL, payload shape, authentication (bearer token, HMAC, none).
Delivers: Automation with webhook.post action, payload template, retry logic.
Tier: S · Price: $99
IN-03 · Zapier / Make Integration
Connect CRM events to Zapier or Make via webhook triggers.
Gather: Which events to expose, which Zap/scenario will receive them, any field mapping required. Delivers: Webhook automation configured for the target URL, test event fired and confirmed. Tier: S · Price: $79
IN-04 · Google Sheets Sync
Export CRM data to a Google Sheet on a schedule or on demand.
Gather: Which table/fields to export, sheet ID, sync frequency, whether to append or overwrite. Delivers: API route + scheduled automation that writes to Sheets via Google API, OAuth credentials setup guide. Tier: L · Price: $349
IN-05 · Stripe Customer Sync
Create/update CRM contacts when Stripe customers or payments change.
Gather: Stripe events to handle (customer.created, payment_intent.succeeded, etc.), field mapping from Stripe to CRM contact fields.
Delivers: Webhook receiver for Stripe events, signature verification, contact upsert logic.
Tier: M · Price: $249
IN-06 · Calendar Booking Integration
Create CRM contacts or deals when a booking is made (Calendly, Cal.com, or similar).
Gather: Booking platform, webhook payload structure, what to create in CRM (contact, deal, or both), pipeline/stage for new deals. Delivers: Webhook receiver, contact/deal creation logic, duplicate detection. Tier: M · Price: $249
Custom Pages & Modules
CP-01 · Custom List Page
A new CRM page showing a filterable, sortable list of any table.
Gather: Table name, columns to display, filter fields, sort default, any row actions needed (edit, delete, view).
Delivers: Page at /[module], API route, nav entry added.
Tier: M · Price: $199
CP-02 · Custom Detail Page
A detail/profile view for a single record with editable fields.
Gather: Table name, fields to show, which are editable, any related records to show (e.g. linked deals on a contact).
Delivers: Page at /[module]/[id], API routes for GET and PUT, inline editing.
Tier: M · Price: $249
CP-03 · Custom Form (Internal)
An internal data-entry form that writes to a CRM table.
Gather: Fields (name, type, required/optional, validation rules), target table, success action (redirect, toast, email). Delivers: Form page, POST API route, validation, success handling. Tier: S · Price: $149
CP-04 · Custom Dashboard Widget
Add a new stat card or chart to an existing dashboard.
Gather: Metric to display, data source query, chart type (number, bar, line, pie), refresh frequency. Delivers: Widget component added to the target dashboard page. Tier: S · Price: $99
CP-05 · Bulk Action on Contacts
Add a "select all + bulk action" capability to the contacts list.
Gather: Which actions to support (tag, untag, assign owner, export, add to campaign), confirmation behavior. Delivers: Checkbox column, bulk action toolbar, API route for batch updates. Tier: M · Price: $249
Pipeline & Deal Tools
PL-01 · Custom Pipeline Setup
Create a new pipeline with named stages, colors, and win/loss flags.
Gather: Pipeline name, type, stage names and order, which stage is won, which is lost, stage colors. Delivers: Migration + seed script, pipeline visible in CRM, verified with test deal. Tier: S · Price: $79
PL-02 · Deal Rotation / Auto-Assignment
Automatically assign new deals to team members in round-robin order.
Gather: Team members in the rotation, which pipeline, whether to skip members who are at capacity.
Delivers: Automation on deal.created, rotation logic stored in a config table, assignment action.
Tier: M · Price: $199
PL-03 · Deal Aging Alerts
Notify team members when a deal has been stuck in a stage too long.
Gather: Which stages to monitor, threshold days per stage, notification method (in-app, SMS, email), who to notify.
Delivers: Scheduled automation checking deal updated_at, condition for days elapsed, notification actions.
Tier: M · Price: $149
Data & Imports
DT-01 · CSV Contact Import
Import a CSV file of contacts into the CRM with field mapping.
Gather: CSV column names, mapping to CRM contact fields, duplicate handling strategy (skip, update, or create), id_company to import into. Delivers: Import script, dry-run output showing row counts and any errors, final import confirmation. Tier: S · Price: $99
DT-02 · Data Cleanup Script
Fix bad data in an existing table (nulls, formatting, duplicates).
Gather: Table name, description of the problem, sample rows showing before/after, scope (all rows or filtered subset). Delivers: Migration script with a dry-run mode, row counts before/after, rollback instructions. Tier: M · Price: $149
DT-03 · Custom Export
Export a specific dataset as CSV or JSON on demand or on schedule.
Gather: Query / tables involved, fields to include, file format, delivery method (download, email, S3 drop). Delivers: API route or scheduled job producing the export, download link or delivery mechanism. Tier: M · Price: $149
Pricing summary
| Tier | Price range | Examples |
|---|---|---|
| S — Small | $79–$149 | Tag workflow, deal stage trigger, pipeline setup |
| M — Medium | $149–$249 | Drip sequence, custom report, webhook integration |
| L — Large | $349+ | Pipeline dashboard, Google Sheets sync |