Welcome to the "📇 Building a CRM from Scratch" tutorial! 🎉

Here, we'll guide you step-by-step through using our low-code platform to easily create a simple CRM system. Whether you're a programming novice or an experienced developer, you'll find joy and a sense of achievement in this process.

TIP

CRM, short for Customer Relationship Management, is typically referred to as CRM system software. CRM is a customer-centric software system specifically designed for managing customer relationships. It ensures that every interaction with customers in sales, marketing, and service is smooth and efficient, thereby improving business performance.

Are you ready? Let's get started and take the first step towards success! 🚀

Step List

Step List

1. Customer Data Model

   • Create Customer Model
   • Configure basic customer information and data model.

2. Customer Maintenance Form

   • Create maintenance forms related to the customer model

3. Sales Opportunity Modeling and Form

   • Modeling and maintenance forms for sales opportunities and related objects

4. Object Deletion Permission Control

   • Configure and set up permission control for object deletion to ensure data security.

5. Form Field Display Optimization

   • Optimize the display controls of certain form fields to enhance user experience.

6. Appendix:

   • CRM System Design
     • Provide detailed explanations and documentation of the system design.

Appendix

• System Design

  • The full picture of the CRM system we're building.

• Frequently Asked Questions

  • Provide solutions to some problems you might encounter during the building process.

• References

  • Provide some useful links and resources for further learning and reference.