Brief Pack Library / CRM
CRM Brief Pack for Agencies
Everything your AI build tool needs to build a crm for agencies. 14 files. $9.
Built for digital, marketing, or creative agencies managing clients and projects.
What this pack defines
Database · 9 tables
- · contacts
- · companies
- · deals
- · activities
- · notes
- · pipelines
- · projects
- · deliverables
- · time_entries
62 columns · 8 foreign keys
Roles · 4
- · Owner
- · PM
- · Account Manager
- · Client (view-only)
Key sections
- · Contact management
- · Deal pipeline
- · Activity timeline
- · Email integration
- · Reporting
Monetization
Per-seat
$19/seat/mo
Authentication
Team SSO + client portal access
Integrations
- · Slack
- · Asana
- · Notion
Brief pack contents
14 files. 9 tables, 62 columns, 4 roles, 60 test cases.
File
Contents tailored for this pack
01-GLOBAL-BRIEF.md
Master spec covering product, monetization, journey
02-DESIGN-SYSTEM.md
Tokens, typography, components
03-CONSTRAINTS.md
What the AI must NOT change
04-DATABASE-SCHEMA.sql
9 tables, 62 columns, 8 FKs (contacts, companies, deals…)
05-RLS-POLICIES.sql
Row-level security for 4 roles
06-AUTH-STATE-MACHINE.md
Team SSO + client portal access
07-RBAC-MATRIX.md
Owner · PM · Account Manager · Client (view-only)
08-API-CONTRACTS.md
Endpoint shapes, request/response schemas
09-BILLING-LOGIC.md
Per-seat — $19/seat/mo
10-WEBHOOK-HANDLING.md
Idempotency, retry, failure logging
11-AUDIT-LOG.md
What's tracked, retention, who can see it
12-TEST-USERS-SEED.md
60 test cases, seed data (e.g. owner@test.com)
13-INTEGRATIONS.md
Slack, Asana, Notion
14-LEGAL-PAGES.md
Privacy, Terms, Refund, Shipping templates
Without BriefKit
200+ iterations
$100+ in build-tool credits, 4–8 weeks, design drift between screens.
With BriefKit
~19 prompts
$9 + one month of your build tool. Spec-locked from prompt 1.
Generate your crm brief pack
Start from this preset. Customize in the builder. Export when your strength score hits 8+.
Generate your crm brief pack →