CRM resources
Practitioner-grade CRM templates, frameworks and playbooks - pipelines, qualification systems, outreach cadences, data models, automation recipes and agent prompts. Each one stands on its own, and each ships a copy-paste artifact your AI agent can apply to Relm in a single call. Free to use, no signup.
Pipeline templates
Ready-made pipelines with the stages, exit criteria and fields that matter - drop them straight into POST /v1/pipelines.
B2B SaaS Sales Pipeline
7 stages, exit criteria per stage, conversion benchmarks, and the anti-patterns that quietly kill a pipeline.
Startup Fundraising Pipeline
8 stages from Research to Closed for a VC raise, with investor-tracking fields and a weekly-raise-review prompt.
Agency Client Pipeline
Inbound to Renewal, plus scope-creep guardrail fields and a proposal follow-up hook.
Recruiting Pipeline (CRM-based ATS)
Candidates as contacts, roles as deals - when a full applicant tracking system is overkill.
Qualification frameworks
Turn a sales methodology into CRM fields and a scoring rubric an agent can audit every open deal against.
MEDDPICC Checklist + Field Kit
The full framework, a 0-24 scoring rubric, and an agent prompt that flags every deal missing MEDDPICC data.
BANT Lead Qualification
A modern take on Budget/Authority/Need/Timeline as a filter, with a 2-minute question set and an auto-qualify rule.
SPICED Framework
The recurring-revenue-friendly alternative to BANT, plus a prompt that fills SPICED from a call transcript.
Simple Lead Scoring (0-100)
Fit x Intent with concrete point tables and thresholds, and why simple beats ML at small scale.
Outreach cadences
Multi-touch sequences with per-touch goals and exit conditions - shipped as POST /v1/sequences JSON.
Cold Outbound Cadence (5 touches)
A 21-day arc with per-touch goals, reply-handling branches, a breakup email and deliverability basics.
Follow-up Sequences
The two moments deals stall - post-demo and post-proposal - with stage-triggered timing.
Re-engagement for Dormant Leads
Detect dormancy, run a 3-touch revival arc, and clean the list after no response.
Renewal & Expansion Cadence
T-90/T-60/T-30 touches, an expansion-signal checklist and a QBR skeleton.
CRM data models
The custom fields each business actually needs - who owns each, and a POST /v1/fields kit that registers them all.
SaaS CRM Data Model
The 12 fields that carry real reporting weight - MRR, plan, seats, ICP fit, churn risk - each with a type and one owner.
Agency CRM Data Model
Retainer, scope, owner, NPS, referral source - and an explicit line between CRM and delivery PM.
Fundraising CRM Data Model
The investor-CRM field set, plus a pass-reason taxonomy that sharpens your next raise.
CRM Hygiene Checklist
Dedupe keys, naming conventions, a required-fields doctrine, and a weekly audit an agent runs read-only.
Automation recipes
Ready rules and sequences valid against Relm's /v1/automations and /v1/sequences schemas.
10 CRM Automation Recipes
Ten copy-paste rules - trigger, conditions, actions - as a single JSON pack.
Drip Sequence Recipes
Welcome, long-term nurture and customer onboarding sequences with exit conditions and auto-enroll.
Stage-Change Playbooks
A matrix of what should fire on every deal move - and which automation encodes it.
Agent playbooks
Ready prompts for Claude or any MCP client - paste them and let the agent run the routine over your CRM.
Daily Pipeline Review
Pull open deals, flag stale ones, summarize by stage, and propose exactly three next actions.
Lead Triage
Dedupe, score against ICP, route the deal, and draft a first reply for your approval.
Meeting Notes to CRM
Turn a raw transcript into an activity, a stage suggestion and filled fields - idempotently.
Weekly Sales Forecast
Commit/best-case/pipeline from stages and close dates, with a week-over-week slippage narrative.
Apply any of these in one agent run
Mint a free key, point your agent at Relm's MCP server, and paste the artifact. New to this? Start with how to give your AI agent a CRM.
Start free → Read the docs