Build a simple client CRM with separate quote tracking
Use one table for companies, contacts, stage, value, services, health, ownership, and follow-up, and a second table for quote amount, status, dates, and responsibility.
Best for
Freelancers, consultants, studios, and small service teams that need a local client system without enterprise CRM overhead.
Input
Authorized client records, stages, services, owners, follow-up dates, relationship health, and quote metadata.
Output
Two connected operational tables with focused views for proposals, active clients, weak health, and overdue follow-up.
The operational gap
Why this work breaks across separate tools
A single spreadsheet often mixes prospects, active clients, relationship notes, and quote status. Follow-ups disappear, while a sent quote can be mistaken for a healthy active relationship.
What Kition changes
Keep the source, the Agent, and the result together
Kition separates Clients and Quotes inside one workspace. The team can review relationship health and next action independently from the status and validity of a commercial quote.
A complete, reviewable workflow.
The goal is not a clever prompt. It is a visible chain from source material to an approved artifact that can be reused.
Define the client lifecycle
Choose stages that match the real service process and avoid unnecessary enterprise terminology.
Add the minimum relationship data
Record contact, owner, services, value, health, and next follow-up without collecting irrelevant sensitive data.
Track quotes separately
Keep amount, status, sent date, validity, and owner in the Quotes table.
Review weekly
Use views for overdue follow-up, proposal-stage clients, active accounts, and weak relationship health.
Human review
Check this before the work moves forward
- Every active relationship needs an owner and next action.
- Quote status must not replace client stage.
- Notes should contain only necessary business context.
Outcome
What remains after the Agent finishes
- Client and quote state remain understandable
- Overdue follow-ups become visible
- Small teams avoid unnecessary CRM complexity
- Local records remain editable and portable
Use the product guides, then adapt the workflow.
Start from the documented Kition objects and keep only the fields, review points, and automation your process actually needs.
Ready when you are.
Kition is a desktop AI workspace for connected documents, structured tables, editable designs, whiteboards, visual workflows, and reviewable AI agents.