Build your own CRM, analytics, books and e-signature with your AI agent

Blueprints for the era of custom software. Give one to your coding agent and it builds software shaped to your company: marketing analytics, CRM, email marketing, bookkeeping, ad fraud detection, a company agent, a document drive and e-signature. The SegmentStream platform runs it and does the heavy lifting: the company database, permissions, warehouse, real-time event collection, pipelines and secure connections.

Companies no longer have to rent software built for someone else's process, or install someone else's code and bend it to fit. With a good example, a coding agent can build software shaped to your company. These blueprints are those examples: each one is the design, the questions to ask, the rules that must always hold and the mistakes to avoid, taken from software already running in production.

Nothing here is installed. Give your coding agent this repository and say what you want. It asks about your company, shows you a plan, and builds your own version on SegmentStream, the platform for a company's custom software and AI agents. Your agent writes the business logic; the platform runs everything underneath it, from the database and permissions to the warehouse, event collection and pipelines.

Read https://github.com/segmentstream/build-your-own/blob/main/AGENTS.md and follow it.
I want our own CRM, shaped to how we sell.

Paste that into Claude Code, Codex or Cursor. Other things to ask for:

• Build our own marketing analytics on our own tracker, instead of Google Analytics.
• Replace Mailchimp with email marketing on our own customer data.
• Set up our bookkeeping: ledger, invoices, P&L and balance sheet.
• Give us a DocuSign alternative and send contracts from deals.

A deals pipeline built from these designs on the SegmentStream platform. Demo data.

Blueprints

Blueprint	Build your own…	Instead of	Status
Marketing analytics	Web, product and marketing analytics on your own tracker: sessions, an identity graph, ad spend stitched to visits, conversions, attribution, and which AI agents read your site	Google Analytics, ad-platform reports	stable
CRM	Companies, contacts, leads and a deal pipeline shaped to how you sell	HubSpot, Salesforce	preview
Email marketing	Consent, audiences on your own CRM data, campaigns with approval, delivery events	Mailchimp, Klaviyo	stable
Bookkeeping	One journal, invoices, bills, fixed assets, multi-currency, P&L and balance sheet	Xero, QuickBooks	stable
Ad fraud detection	A verdict with evidence for every website session: bots, automation, data-centre and proxy traffic, AI agents; the full rule set we run in production	ClickCease, traffic verification vendors	stable
Company agent	An AI agent in Slack, Telegram or WhatsApp that works on your records with each person's permissions	Microsoft 365 Copilot, Slack AI	preview
Drive	Folders, online documents, versions, sharing and comments, linked to your records	Google Drive, Google Docs	stable
E-signature	Envelopes, signers, a signing page and sealed, timestamped PDFs	DocuSign	stable

Replacing a specific tool? The alternatives list maps more than 70 products, from DocuSign and HubSpot to QuickBooks and Google Analytics, to the blueprint built to replace them.

Most blueprints build on the shared foundation: companies, contacts, members and the conventions they all follow.

The platform does the heavy lifting

A blueprint tells your agent what to build. The SegmentStream platform is where it runs, and it takes on the parts of company software that are hardest to build and to keep running. Your agent writes only your business logic: the records, rules, screens and reports that make the software yours.

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