Deploy a ready-to-run CRM workflow—no code
CRM Starter Kit is an AI agent blueprint by Nessim Btesh. A WORKFLOW that runs fully inside AgentUI—no integrations required. Be first to launch in minutes.
Manual CRM work slows growth
Leads slip through the cracks when teams juggle spreadsheets, siloed apps, and manual follow-ups. You need a reliable, scalable path from lead to closed-won without extra tools or setup.
Messy lead capture and duplicate contacts
Missed follow-ups and inconsistent outreach
No single source of truth for pipeline and tasks
Complex setups that require engineers or multiple tools
Slow time-to-value from traditional CRMs
A production-ready CRM workflow inside AgentUI
The CRM Starter Kit is a plug-and-play WORKFLOW built for AgentUI automation. It centralizes lead intake, pipeline tracking, and follow-ups using AI agent blueprints—no external integrations needed. Deployed on the AgentUI automation platform with built-in backend, instant provisioning, and no setup required.
Key features that accelerate revenue
Lead intake and de‑duplication
Capture leads via forms or imports and automatically merge duplicates with workflow automation for clean, reliable data.
Pipeline dashboard and stages
Track deals through customizable stages in a simple dashboard that lives entirely inside AgentUI—no extra apps required.
Automated follow‑ups and reminders
Drive conversions with timed tasks and messages powered by business process automation and AI agent blueprints.
Smart task routing
Assign tasks based on owner, segment, or stage to keep momentum without manual coordination—true no-code automation.
Instant deployment on AgentUI
Ship in minutes with pre-built logic, built-in storage, and guardrails. No integrations means fewer failure points and faster ROI.
Audit-ready activity log
Gain visibility into every interaction with searchable activity history, ideal for compliance and continuous improvement.
Business outcomes
Cut manual CRM work by up to 60%
Respond to new leads in minutes, not days
Create a single source of truth for sales and CS
Shorten time-to-value with instant deployment
Scale processes without adding headcount
Standardize best practices across the team
Where this blueprint shines
Founder-led sales
Spin up a lightweight CRM workflow to capture leads, track meetings, and follow up—without buying more tools.
Sales operations kickstart
Pilot business automation tools fast, validate your pipeline process, and iterate before you integrate anything else.
Agencies and service teams
Manage prospects, proposals, and renewals with automation solutions that keep tasks moving automatically.
Customer success handoffs
Smooth transitions from sales to onboarding with templated tasks and reminders managed inside AgentUI.