Building a crm app with Adalo
An app for keeping track of customers, the people at them and the deals in progress.
CRMs are relationship-heavy. Getting one-to-many versus many-to-many right is most of the work.
What this kind of app usually needs
- Contacts linked to companies
- Deals or enquiries with a stage you can move along
- Notes and follow-up dates on each record
- Each team member only sees their own records
- A connection to the other systems your team already uses
The parts that take the most work
Relationship modelling
Contacts, companies and deals interlock. A join collection is often needed.
Integrations
A CRM that does not sync with anything gets abandoned. Plan the API integration early.
Permissions
Users should only see their own records. That is a filter on every list.