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Close a Deal in EspoCRM with AI, in One Prompt

EspoCRM is a fast, lightweight open-source CRM. When a deal is won, the sales team usually has to update the opportunity, then create the follow-up task and link it to the right account.

With the AI vibe-coding agent, you just describe the change in plain English. The agent signs in to EspoCRM, makes the change and checks the result for you.

Watch the demo

The video is sped up while the agent works, but nothing else is edited.

The prompt

In EspoCRM, move the opportunity “Vertex – warehouse automation” from Negotiation to Closed Won, and create a follow-up task “Kickoff call with Vertex” due on 12 Oct 2026, high priority, linked to the Vertex Retail Group account and assigned to Admin.

What the agent did

  1. Signs in to EspoCRM with its saved login.
  2. Opens the Vertex opportunity and moves it from Negotiation to Closed Won.
  3. Creates a high-priority task “Kickoff call with Vertex” due 12 Oct 2026.
  4. Links the task to the Vertex Retail Group account and assigns it to Admin.

The result

The opportunity is Closed Won, and the kickoff call task is ready on the account, assigned to Admin.

What else you can ask

  • Update deal stages and log next steps
  • Create leads or contacts from an email or a list
  • Clean up duplicate or incomplete records

Get your own EspoCRM with the AI agent

Get a ready-to-use EspoCRM server with the AI vibe-coding agent built in. Choose your server size, and it is set up for you.

Get EspoCRM on OpenSysLab →

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