How-to guide

How to build a CRM with Coderick AI

You can build a lightweight CRM with Coderick AI by writing a one-page brief (users, pipeline stages, permissions), then iterating in chat until auth and deployment on SiteGround match your needs. SiteGround lists CRMs and client portals as Coderick use cases. Start from our Coderick AI review if you are new to the product; read whether you can export code before you assume you can move the app off SiteGround later.

Step 1 — Write a one-page brief

Before opening Coderick, document:

• Users: who logs in (sales, admin, read-only clients?)
• Objects: leads, companies, deals, tasks, notes
• Views: pipeline board, list filters, detail drawer
• Actions: assign owner, change stage, log call notes
• Non-goals: what you are not building in v1 (billing, inventory, etc.)

Paste this brief into your first prompt so the model does not guess your sales process.

Step 2 — First prompt: skeleton app

Example prompt shape (adapt to your business):

"Build an internal CRM for a 5-person agency. Roles: admin and rep. Reps see only their assigned leads. Include a kanban pipeline (New → Qualified → Proposal → Won/Lost), a lead detail page with notes timeline, and a dashboard with counts by stage. Use a clean, professional UI. Include user login."

SiteGround's pitch is chat → production-ready output with authentication—exact screens will depend on what Coderick generates in your session.

Step 3 — Iterate in small steps

SiteGround recommends incremental changes so you can roll back if a fix goes wrong. Coderick includes built-in versioning to restore a prior working state. Good follow-up prompts:

• "Add CSV export for leads assigned to the current user."
• "Add email-reminder field on tasks due this week."
• "Restrict Won/Lost stages so only admins can move deals there."

Step 4 — Add auth and roles explicitly

Do not assume permissions are correct. Ask: "Show me how roles are enforced on the API routes" or "Add a read-only auditor role that cannot edit deals." Coderick advertises user authentication as built in—validate with test accounts before inviting the team.

Step 5 — Preview, then plan go-live

Use Coderick's preview during the trial. Check SiteGround's current Coderick product page and in-app trial messaging for what you can publish before you promise the team a production URL.

Step 6 — Deploy on SiteGround

When you upgrade, Coderick's value proposition is automatic deployment on SiteGround enterprise hosting—no separate DevOps project. Connect your custom domain when SiteGround enables it on your plan, then onboard users with real accounts. Compare hosting models in Coderick vs Bolt.

What a CRM here is not

You are not getting Salesforce-scale workflows out of a vibe-coded v1. Integrations with telephony, marketing automation, or legacy ERP may still need custom work or external tools. Start narrow; expand only after the core pipeline is stable.

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