This application provides a robust Customer Relationship Management (CRM) system designed for small to growing businesses. It helps sales teams track leads, manage customer interactions, and monitor the sales pipeline from initial contact to closing deals.
Describe it to the Assistant’s App Starter and FasterOS designs it. This is the plan it made from the words “Customer Relationship Management (CRM) Systems”: 5 forms that work together, each also a table of records. Yours is designed from your own description, and you can change any of it before anything is made.
Company
Records information about client organizations, serving as the central hub for all related contacts, opportunities, and activities.
Name
Text
Industry
One choice: Technology, Retail, Manufacturing, Services, Healthcare, Other
Website
Text
Phone
Text
Address
Long text
Revenue
Money
Employees
Number
Status
One choice: Prospect, Client, Former Client, Lead
Owner
Team member
Contact
Manages individual contacts associated with a Company, including their roles and contact details.
Belongs to Company
First Name
Text
Last Name
Text
Title
Text
Email
Text
Phone
Text
Role
One choice: Decision Maker, Influencer, End User, Admin, Technical, Other
Notes
Long text
Opportunity
Tracks potential sales deals or projects, detailing their value, stage, and estimated close date.
Belongs to Company
Name
Text
Description
Long text
Value
Money
Stage
One choice: Qualification, Proposal Sent, Negotiation, Won, Lost
Probability
Percent
Close Date
Date
Owner
Team member
Source
One choice: Referral, Website, Cold Call, Event, Partner, Other
Activity
Logs all interactions (calls, meetings, emails, tasks) related to an Opportunity, ensuring a complete communication history.
Belongs to Opportunity
Type
One choice: Call, Meeting, Email, Task, Demo, Other
Date & Time
Text
Subject
Text
Notes
Long text
Owner
Team member
Status
One choice: Planned, Completed, Canceled
Next Step
Long text
Media
Manages all types of files, photos, and documents attached to Companies, Contacts, or Opportunities.
Belongs to Company and Opportunity and Contact
Title
Text
File
Image
Type
One choice: Document, Contract, Proposal, Presentation, Photo, Other
Description
Long text
Date
Date
The reports your team works in
Every form gets a report: the screen where your team finds, adds and edits records, newest first. Here’s what each one shows, and who it’s for.
Company
Filled in by Sales Team, Account Managers
Used by Sales Team, Account Managers, Leadership
Columns
Name, Industry, Website, Phone, Revenue, Employees, Status, Owner
Opened, it also shows
Address
Related records
Contact, Opportunity, Media, a click away on each row
Stats
Totals, averages and counts, worked out for you
Contact
Filled in by Sales Team, Account Managers
Used by Sales Team, Account Managers, Leadership
Columns
First Name, Last Name, Title, Email, Phone, Role
Opened, it also shows
Notes
Related records
Media, a click away on each row
Opportunity
Filled in by Sales Team
Used by Sales Team, Sales Management
Columns
Name, Value, Stage, Probability, Close Date, Owner, Source
Time frame
By date: today, this week, this month and more
Opened, it also shows
Description
Related records
Activity, Media, a click away on each row
Stats
Totals, averages and counts, worked out for you
Activity
Filled in by Sales Team
Used by Sales Team, Sales Management
Columns
Type, Date & Time, Subject, Owner, Status
Time frame
By date & time: today, this week, this month and more
Opened, it also shows
Notes, Next Step
Media
Filled in by Sales Team, Account Managers
Used by All Users
Columns
Title, Type, Date
Time frame
By date: today, this week, this month and more
Opened, it also shows
File, Description
How it fits together
The CRM data model is structured around Companies as the primary customer record. Opportunities and Contacts are directly linked to a Company, and Activities are nested under Opportunities. A shared Media entity is used for attaching files to Companies, Contacts, and Opportunities.
Company — no parent (top-level customer record)
Contact belongs to Company — individuals are associated with a specific client business
Opportunity belongs to Company — sales deals are always tied to a customer organization
Activity belongs to Opportunity — interactions are tracked in the context of a potential sale
Media belongs to Company and also to Opportunity, Contact — files and documents can be attached to any relevant record
Make it yours in minutes
Create a free account, open the Assistant and choose App Starter.
Say what you need in a sentence, in your own words.
Review the plan: rename forms, add or remove fields, choose their types.
Press Create Data Foundation: the forms, a report for each, and a data dictionary are made for you.
Put them in an app, give it your theme, and share it with your team or the world.