I work at a commercial real estate capital markets firm with approximately 50 employees. We’re currently using Salesforce but have been exploring the idea of building a more customized, AI-driven CRM.

I don’t have a coding background, but I’ve been using Claude Artifacts to build a prototype and have gotten pretty far with it.

Originally, I was considering using Claude Code, GitHub, Vercel, and Supabase to turn the prototype into a full web application with its own database, user accounts, and permissions.

But now I’m wondering if I’m overcomplicating things by trying to build an entire CRM from scratch.

Would it make more sense to keep Salesforce, move to HubSpot, or use another established CRM as the underlying database and build the AI functionality separately?

Some of the features we’re looking to implement:

Automatic email tracking: Connect Outlook to automatically track emails and associate conversations with the correct clients, companies, contacts, and transactions.

AI reminders and…