AI app for sales · no coding needed
CRM maintenance service
Evidence-backed updates that separate confirmed facts from assumptions.
Made for: Revenue operations teams at small B2B firms
What it does for you
The problem
Records remain stale after calls and meetings.
What it gives you
Approved CRM changes and provenance log
What you give it
Authorized activity notesCRM field definitions
How it works, step by step
- Extract confirmed facts
- Propose field updates
- Link supporting activity
- Flag conflicts
- Detect duplicate candidates
- Require approval before writes
What you see on screen
- Update queue
- source evidence
- duplicate review
Build it yourself with your AI system
Build this app yourself, no coding needed
Start with a quick version you can try in a few minutes. Like it? Then build the full app by copying and pasting our step-by-step instructions: everything is prepared for you.
Sign in to see how to build it yourself
Build a quick version to try, or get the full app pack for CRM maintenance service with the step-by-step building instructions. You don't need any technical skills: you copy, paste and answer a few questions. Both are included in the membership.
4 Have it built for you days to a few weeks
Rather not do it yourself, or want it fully tailored to your data, your way of working and your brand? Nexibeo builds CRM maintenance service with you.
What's in the app pack
Included in the Complete AI Training membership.
- The building instructions your AI follows, step by step
- The questions your AI will ask you about your business before it starts
- A clickable demo you can open in your browser, to see how it should work
- A detailed blueprint of the screens, the information it keeps and the checks it runs
Become a member to get the app packAlready a member? Sign in
The files, for the technically curious
- START-HERE.mdHow to build it with your own AI (read first)3 KB
- README.mdOverview and links1 KB
- questions.mdQuestions to answer before you build2 KB
- prompt-cloudflare.mdThe full build prompt, hosted on Cloudflare21 KB
- prompt-vps.mdThe same build on your own server (Docker)21 KB
- spec.jsonData model, API, AI pipeline, acceptance criteria11 KB
- demo/index.htmlThe working demo on sample data194 KB
Questions
Do I need to know how to code?
No. You copy and paste the prompts on this page into ChatGPT or Claude, and the AI does the building. When it asks you something, you answer in your own words.
What does it cost?
The quick version, the app pack and the step-by-step instructions are for members: you pay the membership price, not a price per app (see the plans). Building the full app uses your own ChatGPT or Claude subscription. Putting it online is often cheap or no cost at the start, and your AI tells you before anything costs money.
How long does it take?
The quick version: about two minutes. The real app: an afternoon for a first version you can use, longer if you want every feature.
Can I change it to fit my business?
Yes. Tell your AI what to change in plain words, like “add a column for the price” or “use our logo and colours”. Or have Nexibeo build and customise it for you.
More detailsHow the AI works, safeguards and what to build first
For revenue operations teams at small B2B firms, turn authorized activity notes and CRM field definitions into approved CRM changes and provenance log. Address the recurring problem: records remain stale after calls and meetings. The pilot measures accepted field updates and duplicate errors against the buyer's current method, before the larger build.
Import a limited collection, define canonical fields, suggest tags or mappings, review uncertain records, publish approved items, search and reuse them, and request periodic owner updates. Start with authorized activity notes and CRM field definitions and finish with approved CRM changes and provenance log.
How the AI works
Suggest classifications, semantic tags, duplicate candidates and field mappings. Preserve original values. Use explicit validation for identifiers and units. Human stewards approve ambiguous merges and factual changes.
Safeguards
Keep product capabilities and commercial terms verified. Use authorized customer records and require review before outreach, promises or pricing exceptions. Validate source access and reviewer availability during the pilot. Maintain customer-level access, data deletion controls and a record of final approvals.
What to build first
Begin with revenue operations teams at small B2B firms and one recurring use case. Build the first two modules: extract confirmed facts; propose field updates. Provide operator assistance for the third module: link supporting activity. Deliver approved CRM changes and provenance log through a manual review queue. Perform other necessary full-scope functions manually during the pilot. Include all applicable access, accuracy and professional-review controls from the start.
What it can connect to
Approved sales collateral, CRM records and product or pricing information. Source systems, catalog exports and cloud file storage. Start with reversible CSV or file imports and validate identifiers before any direct writes. These are candidate integration categories, not verified supported connectors.
The screens in detail
Use a searchable table or visual gallery with filters for the domain’s important attributes. Open each item into a detail drawer containing source records, ownership and history. Put proposed merges and field changes in a separate review queue. Provide a preview before any bulk export. In this product, the first view is update queue, followed by source evidence and duplicate review.
