Template
Customer lookup tool for your team
A customer lookup tool for support, sales and account managers. Find a customer in a second and read what the team knows about them. Only your coworkers can open it.
Made for: Support, sales, account managers
01What it does
What your team gets
Find anyone fast
Search by name, company, email, phone or account number. Every word you type narrows it down, and an exact account number comes first.
Notes the whole team shares
Anyone can read and add notes on a customer, and delete their own.
Refresh the list from a CSV
Admins upload an export from a spreadsheet, billing system or CRM. Customers are matched on account number or email, so notes stay attached.
Nothing quietly disappears
Customers missing from a new upload are kept and marked, not deleted.
02Roles
Who can do what
Only people who can open the app get this far. Inside it, the owner gives roles to coworkers by work email on the People page.
| Who | Can |
|---|---|
| Everyone who can open the app | Search, open customers, add notes, delete their own notes |
| Admins | Upload the customer list, delete any note, change who is an admin |
| The owner (who first deploys it) | Everything |
Who can open the app at all is set by TeamOnly: everyone at your company, or only the people you name with npx teamonly access only.
03Start
Online in a few commands
You need Node.js on your computer, which Claude Code and Cursor users already have. Run these in a terminal.
Make the app
This creates a new folder called
customerswith the whole app and installs what it needs.Try it on your computer
It opens at
http://localhost:5173, signed in as a test user who owns the app.Put it online
Sign in once per computer, then deploy. You get a link like
customers.acme.teamonly.appthat only your company can open.
npx teamonly init --template customer-lookup customersCreated "customers" from the customer-lookup templatecd customers && npm installnpm run devLocal: http://localhost:5173/npx teamonly loginSigned in as dana@acme.comnpx teamonly deployLive at https://customers.acme.teamonly.appOnly @acme.com accounts can sign in.04Make it yours
Change it by asking your AI
The template is ordinary code in your folder. Ask Claude Code or Cursor for changes in plain words, check them with npm run dev, then deploy again. Some ideas:
Show the last five notes on the search results so I don’t have to open each customer.
Add a renewal date column and a page listing customers who renew in the next 30 days.
Let people tag notes as call, email or meeting.
Add a link from each customer to their page in our billing system.
05Cost
What it costs
- The template is free. You pay for TeamOnly, which hosts it, after a 14-day free trial with no card.
- Builder, $19 a month: one builder and up to three apps.
- Team, $249 a month: any number of builders and apps, and anyone with your company email can deploy.
- Coworkers who only use the app are free. No seats to buy.
Read the code first
Every template is open on GitHub, with its README. Look at it before you start, or show it to IT.
What columns does the CSV need?
It looks for account number, name, company, email, phone, plan, account manager and customer since. Common other names such as Customer ID, Organization or Tel are recognised, and the order doesn’t matter.
Will uploading a new list delete our notes?
No. Customers are matched on account number, or email when there is none, so notes stay with the right customer. Anyone missing from the new list is kept and marked.
Can I limit who sees customer data?
Yes. By default anyone at your company can open the app. Run npx teamonly access only with the work emails of the people who should see it. The owner is always included.
Can it read straight from our CRM?
It works from a CSV export out of the box. An app on TeamOnly can call a CRM that has an internet API, with the key kept as a secret, so you can ask your AI tool to add that. It can’t reach systems that are only on your company’s private network.
Early access
Put your first tool online this week.
TeamOnly is in early access, and every plan is open now. Try it free for 14 days with no card, or subscribe. Either way, your company is ready right away, and three commands put your first app online.
Not ready? Get updates
Questions go to hello@teamonly.dev, and a person answers.