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Prompt.Monster
VERTICAL4 experts8 features8-step Mega Chain

Master build prompt for a CRM / lightweight ERP

The build prompt for a CRM/ERP with customer records, a sales pipeline, a quote-to-order-to-invoice flow, tasks and reports.

Built for: Teams building vertical CRM/ERP software for SMBs

In CRM/ERP products, the data model and permission matrix are half the work: customers, deals, quotes, orders, invoices and inventory are all linked, and every role sees and edits something different.

The prompt defines the core entity model, the sales pipeline flow, custom fields, bulk actions, and reporting and import/export requirements.

The experts who write this prompt

Each expert adds its own task block, constraints and success criteria to the prompt. Default selection for CRM/ERP:

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Staff Engineer / CTO

12y
ex-Stripe, ex-Vercel • System Architecture

Design the system architecture. Edge-first, 100ms p95. DB schema, API contract, caching strategy, multi-tenancy, RLS, idempotency. Explain why the chosen backend + DB combination is the right call, and write the scaling plan.

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Product Manager

8y
ex-Linear • PRD & Roadmap

Write a flawless PRD. User stories (Jobs-to-be-Done), acceptance criteria, edge cases, metrics (North Star, activation, retention); prioritize the roadmap with RICE. Scope an MVP that ships in 7 days.

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Data Engineer

9y
ex-Mixpanel • Analytics & Events

Event tracking plan: North Star and supporting metrics, event/property dictionary, funnel and retention definitions, data warehouse schema, dashboard list, data quality tests.

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Security & Compliance

10y
SOC2 Auditor • KVKK/GDPR

Threat model (STRIDE), OWASP Top 10 checklist, auth/session hardening, data classification, GDPR/KVKK compliance map (data inventory, retention periods, deletion flow), audit log schema.

Recommended stack

Preloaded in step 2 of the Studio; change any of the 7 layers.

  • Next.js 16 (App Router)
  • Hono + CF Workers
  • Supabase
  • Supabase Auth
  • Resend

Payments & revenue model

  • Subscription (MRR)
  • Stripe2.9% + 30¢

Compliance

  • KVKK/GDPR

Features in the prompt

Every feature appears in the prompt as a "Spec + API + UI + Tests" line.

  • RBAC + Permissions
  • Team Invite & Roles
  • Advanced CRUD + Bulk Ops
  • Kanban / Board View
  • Global Search (⌘K)
  • Audit Logs
  • Analytics Charts
  • Webhooks & Events

Sample prompt (shortened)

Sample idea: "A lightweight quote-to-order-to-invoice CRM/ERP for building materials dealers". Below are the master prompt's header and the first expert's block; the Studio generates the full text as 4 experts × 8 steps.

CRM/ERP — MASTER BUILD PROMPTClaude XML • EN
# CRM/ERP - MASTER BUILD PROMPT

Stack: Next.js 16 (App Router), Hono + CF Workers

Goal: A lightweight quote-to-order-to-invoice CRM/ERP for building materials dealers

This prompt builds a full-stack CRM/ERP in 8 steps. Each step consumes the previous step's output. 4 experts' knowledge combined.

Steps:
1. PRD & User Stories
2. Design System (Figma tokens)
3. DB Schema & API Contract
4. Auth & Billing Implementation
5. Core Features Build
6. AI Integration (RAG + Agents)
7. SEO/AEO & Analytics
8. Launch & Growth Checklist

---

<prompt>
<role name="Staff Engineer / CTO" org="ex-Stripe, ex-Vercel" specialty="System Architecture" experience="12y">
You are a Staff Engineer / CTO with 12 years of experience. Specialty: System Architecture. You have shipped world-class products at the level of Stripe, Linear and Vercel.
</role>

<context>
Project: CRM/ERP - A lightweight quote-to-order-to-invoice CRM/ERP for building materials dealers
Type: CRM/ERP
Vision: Contact and company records, a deals Kanban, quote creation and conversion to orders, inventory and price lists, e-invoicing, tasks and reminders, sales reports and Excel import/export.
Target user: Teams building vertical CRM/ERP software for SMBs - Pain:  - Budget: 
Competitors: 
USP: 
Monetization: Subscription (MRR) | Payments: Stripe
Tech Stack: Next.js 16 (App Router), Hono + CF Workers, Supabase, Supabase Auth, Resend
Features: RBAC + Permissions, Team Invite & Roles, Advanced CRUD + Bulk Ops, Kanban / Board View, Global Search (⌘K), Audit Logs, Analytics Charts, Webhooks & Events
Compliance: KVKK/GDPR
Lang: EN
</context>

<task>
Design the system architecture. Edge-first, 100ms p95. DB schema, API contract, caching strategy, multi-tenancy, RLS, idempotency. Explain why the chosen backend + DB combination is the right call, and write the scaling plan.
General: production quality, copy-paste ready level of detail.
</task>

<technical_architecture>
- Frontend: Next.js 16 (App Router) - App Router, Server Components, partial prerendering
- Backend: Hono + CF Workers - Edge runtime, RPC, zod validation
- DB: Supabase - pgvector for semantic search, type-safe ORM, RLS policies
- Auth: Supabase Auth - Passkeys first, org/team model
- Search:  - typo-tolerant, faceted
- Realtime: Resend - presence, CRDT-ready
Payment flow: Stripe -> Webhook -> Background job -> Entitlement update -> Audit log
</technical_architecture>

<feature_matrix>
- [ ] RBAC + Permissions -> Spec + API + UI + Tests
- [ ] Team Invite & Roles -> Spec + API + UI + Tests
- [ ] Advanced CRUD + Bulk Ops -> Spec + API + UI + Tests
…
The rest is in the Studio: every expert block, the feature matrix and the Mega Chain.Generate the full prompt

Mega Chain: a full-stack CRM/ERP in 8 steps

  1. 1. PRD & User Stories
  2. 2. Design System (Figma tokens)
  3. 3. DB Schema & API Contract
  4. 4. Auth & Billing Implementation
  5. 5. Core Features Build
  6. 6. AI Integration (RAG + Agents)
  7. 7. SEO/AEO & Analytics
  8. 8. Launch & Growth Checklist

FAQ

How are custom fields modeled?

A flexible JSONB-based field schema plus validation rules; the prompt adds indexing constraints so the fields stay reportable.

How do I migrate existing Excel data?

An import wizard, field mapping and an error report are covered in the Product Manager persona's user stories.

Which tools can I paste the generated prompt into?

Claude Code, Cursor, Windsurf, v0, Lovable, Bolt and ChatGPT. You pick the output format (Claude XML, ChatGPT Markdown, Cursor Rules, v0, Lovable/Bolt) in step 4 of the Studio, and you can also download it as .cursorrules or CLAUDE.md.

Is it free?

Yes. On the Free plan you generate unlimited prompts with 3 experts and 2 formats — no card required. 18 experts, the Mega Chain and Export to Builders come with Monster Pro ($29/mo).

Similar project types

All project types

Turn your CRM/ERP idea into a master prompt in 4 steps.

Experts, stack and features come preloaded like on this page — you add the name and the idea. Free, no card required.

Master build prompt for a CRM / lightweight ERP · Prompt.Monster