How to build your custom CRM

Create a customizable CRM platform to streamline your workflow without coding. Manage leads and customers, collect real-time data, and drive growth.

Maybe you’ve spent hours searching for the perfect CRM solution for your business, but nothing seems to fit exactly what you need.

Well, here we are going to show you how to create your very own custom CRM from scratch, and the best part is, you don’t need to have any coding skills!

Let’s get started!

How to create your custom CRM with Formaloo

CRM stands for Customer Relationship Management, and it’s a tool that helps businesses keep track of their customers and improve their relationships with them.

Formaloo is a powerful tool that lets you create databases and organize information in a way that makes sense for you.

So, to get started, all you’ll need is a free account on Formaloo.

Sign up for free and open your dashboard where you can use ready-to-use templates or make your CRM from scratch.

Create and customize your CRM

To create your custom CRM, open your dashboard and click on "+New Formaloo" and select "CRM".

You need a title for your CRM and then, start adding your pages and menus.

There is a "How to use guide" inside the default CRM page, where you can edit and customize your CRM.

You can delete pages and add new page/menu to your CRM.

Once you’ve added all the pages you want, you can start inserting data into your database.

Adding a database to your online custom CRM

You can input data manually, but if you have a lot of customers, it might be easier to import it from a spreadsheet. Formaloo lets you do that too.

And what’s even more exciting about Formaloo is that your databases can be directly connected to beautiful lead generation forms.

Import your customers’ data

Importing customer data is an essential task for any business that wants to keep track of its clientele.

By importing customer data, you can easily access and manage customer information.

This data can then be used to create targeted marketing campaigns, personalized product recommendations, and improve overall customer experience.

Here you can learn more about how to import your forms and responses into Formaloo.

So this way, your CRM will be automatically filled with data, and your team can easily organize it there.

Create custom kanban boards

Once you have your data in Formaloo, you can start organizing it in different ways. For example, you can categorize your customers by their status on a kanban board.

Create a sales pipeline or sort them by how recently you contacted them to get an instant view of your project status.

Data visualization tools like charts, graphs, and Kanban boards are also included in Formaloo’s reporting, making it simpler to filter and segment the gathered data.

Learn more about how to create advanced charts with Formaloo for custom reports and dashboards.

Add login and sign up to your no code app

Let’s add login and signup to your custom app. So, the users of your no-code portal app can only access the pages you’ve specified for their particular Role.

Here you can find how to add login and sign up to your no code app.

The login/signup feature in Formaloo allows you to create portals powered by your data and access-controlled for different roles in your organization.

To add this option, you should enable portal. Open your “ Settings” and enable the “Portal Mode ” option.

‍

Once you enable this option, a new “User portal” button is automatically added to your editor.

To make your custom CRM public, you can enable the “Public view“. This way, your portal is not only for your team members, but you can share it with different users publicly.

Create teams, assign roles, and control access to specific data, ensuring that everyone on your team has the right level of access to do their job effectively. Increase engagement, build user trust, and establish long-lasting relationships.

Use logic forms

Build custom forms, surveys, and feedback, and collect dynamic reports. Give your teams the exact tools they need to get their job done.

Create polls and presentations to deliver the insights you need to make more informed decisions and experience real-time feedback from your audience.

Use Formaloo logic to give your app and database multiple functionalities in a very simple way.

this feature gives your apps the power of if/else and loop functions! And with a logic jump, you can create multiple forms in one.

Watch this video to learn more about how logic works.

Track responses and tasks

With your custom CRM, you’ll be able to keep track of your customers and provide better service to them. And the best part is, you didn’t need any coding skills to build it!

You can send data from one form to another to build relational forms by sending data from one form to another and capturing and saving it in both forms.

You can also look up the submitted data of another form.

And to present your form responses in live mode, you can use the presentation mode. It’s the perfect solution for incentivizing your audience to fill out the form by viewing other responses.

Automate your work with Formaloo integrations

Connect Formaloo with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

With Formaloo’s app integration, create reports, add a variety of visualization options such as charts, tables, and boards, and manage them.

How to use Formaloo to automate your data workflow and processes

Empower your business; Start building your custom CRM solution

The great thing about Formaloo is that it’s very flexible, so you can customize it to fit your needs.

You can add more fields, create views that show specific subsets of data, and even connect it to other tools you use.

With Formaloo, building a custom CRM solution for your business has never been easier!

By the powerful features of Formaloo, you can streamline your workflow, automate tasks, and provide better service to your customers.

So get started now and empower your business to achieve its full potential!

If you want to see our app in action, check out our YouTube channel for tutorials and demos.

And If you have any questions, check out Formaloo’s support page to find ways you can contact us.