Build HMD's AI-native CRM

HMD Secure has never had a CRM — the team runs sales through email and personal notes. Build one now, including AI agents that make it feel less like data entry and more like having an analyst on the team. The full detail — personas, business rules, every feature, constraints — is in the PDF. This is the gist.

Materials

Full brief (PDF)

The problem

HMD Secure is a one-year-old startup selling smart devices plus internal and 3rd-party services. A 10–20 person sales team and Technical Account Managers run everything through email and spreadsheets — no shared system, no pipeline visibility, no service history per customer. It's starting to cost deals.

What to build

A CRM that gives every role one shared source of truth:

Accounts holding contacts, deals, cases and an activity timeline.
Deal pipeline with HMD's stages, a direct/reseller flag and a 3-year time-phased forecast.
Cases with status, priority, a linked service and threaded notes.
Offers built from a finance-managed pricing catalog, with a discount → Sales Manager → Finance approval flow.
Role-based dashboards for Rep, TAM, Sales Manager and Finance.

Make it feel AI-native

Weave in agents where they help — smart contact enrichment, pipeline-at-a-glance with stalled-deal flags, conversational queries ("at-risk enterprise deals in DACH"), meeting notes → CRM updates, an offer drafter, a forecast narrative. Pick what fits.

Platform

Microsoft Azure + Entra ID SSO (provided), data in the EU region, in-app notifications only. Everything else — architecture, framework, languages — is yours.

What good looks like

A new user with no training walks the core flow without getting stuck: find an account, create a deal, generate an offer, close a case, and read a 3-year weighted forecast. Seed realistic demo data — an empty database doesn't sell it.

Read the full brief (PDF) for the personas, business rules, the complete P0 / P1 / P2 feature list, and platform constraints.

How it's judged

What HMD looks for

All P0 features must be working for a successful submission. A new user with no training should walk the core scenario end-to-end without getting stuck: find an account and see deals + cases together, create a deal (direct, with a 12-month forecast), generate an offer from the catalog, close a case as a TAM, see overdue deals + a 3-yr weighted pipeline as a manager, and read a time-phased forecast by quarter as Finance. Use realistic seed data — an empty database doesn't show the product at its best.

CRM functionalities10 pts
AI / Agentic magic10 pts
UX & user engagement10 pts
Innovation10 pts
Fit for purpose10 pts

How to submit

Your write-up is your entry

Strict deadline: Sunday 15:00. No late entries.

01Pick this challengeOn My team — you can pick more than one and change picks until the deadline.
02Write it up on the hubWhat it does, how it works, repo / demo / video links and screenshots. HMD judges from this write-up.
03Hit “Submit to HMD”Here or on My team, before the deadline. You can submit the same project to each challenge you picked.

Backup only. If the hub is down or won't save near the deadline, email your submission instead. It opens a prefilled email with the organisers cc'd — the hub write-up is still the main entry.

Backup: email your submission

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