CRM App

This guide outlines comprehensive best practices for creating a CRM (Customer Relationship Management) application using the Appizap App Builder. It is designed for business users looking to efficiently manage customer relationships, sales pipelines, marketing, and communication workflows within a single app.

Contacts Management

Ensure all contact details are validated at the point of entry. Use regex patterns for emails and phone numbers to maintain clean, usable data.

Allow users to apply tags or categories such as "VIP," "Prospect," or "Inactive." This enables quick filtering and segmentation for campaigns or follow-ups.

Identify and merge duplicate contacts automatically using logic based on key fields like email and phone. Prompt users to confirm potential duplicates.

Maintain a complete log of interactions, calls, meetings, and emails. This gives a chronological history of touchpoints for each contact.

Provide custom fields and build dynamic filters like "Preferred Contact Time" or "Customer Since."

Accounts (Companies)

Support parent-child relationships between accounts. This is helpful for enterprise customers or multi-location businesses.

Display all related contacts, leads, deals, tasks, and emails in a single account dashboard. Users should be able to quickly understand the full context of a company.

Enable users to view account locations on a map. This is particularly useful for territory-based assignments or route planning.

Include fields like Annual Revenue, Industry, and Region to support segmentation and reporting. These values should be filterable in reports.

Provide contextual shortcuts like "Log Activity" or "Send Email" directly from the account page to streamline workflows.

Leads Management

1. Accept leads from various input sources—contact forms, third-party integrations, live chat, and more. Make lead intake effortless and flexible.

2. Create clear pipeline stages like "New," "Qualified," or "Won." Use a stepper-widget interface to help users visually manage lead progress.

3. Automatically assign leads based on location, interest, sales team availability, or round-robin logic. This ensures balanced workloads.

4. Allow batch updates for tagging, lead assignment, or pipeline movement. This is essential for efficient lead management at scale.

5. Implement a lead scoring system that considers attributes and engagement to help sales prioritize effectively.

Email Integration

1. Set up triggers to auto-send emails—for example, after form submissions or status changes. This enables hands-free follow-ups.

2. Allow users to send bulk, personalized emails. Include unsubscribe links and throttle control for deliverability.

3. Mark emails against the appropriate contact. This maintains communication history in one place.

Tasks & Scheduling

1. Ensure tasks can be directly linked to contacts, leads, and accounts. This provides a contextual view and better accountability.

2. Offer automated alerts via email or in-app notifications for upcoming or overdue tasks. This reduces missed follow-ups.

3. Allow creation of repeatable tasks (e.g., monthly check-in) to streamline routine workflows.

4. Sync tasks and meetings with calendar widget for unified scheduling.

Notes & Attachments

1. Let users jot down notes directly within contact, account, or deal views. This saves context and time.

2. Allow bold text, bullet lists, and links in notes for better organization and readability. Use the Text Display widget from the UI widget library.

3. Provide drag-and-drop upload for documents, images, or spreadsheets. Tagging and linking files enhances discoverability. Make use of File Upload widget here.

4. Keep previous versions of uploaded files accessible. This avoids confusion and supports document history tracking.

Automation & Workflows

1. Set up automated drip campaigns to educate and convert leads over time. Personalize messages based on lead status.

2. Automatically create tasks upon key actions like lead assignment or deal stage change. This minimizes manual effort.

3. Send automated alerts for inactivity, form submissions, or high-priority updates to ensure timely response.

4. Define structured approval processes for discount approvals or custom quotes to ensure compliance.

Reporting & Analytics

1. Build dashboards to present reports such as "Top Leads," "Deals Won". This improves decision-making.

2. Show how leads progress through the pipeline. Identify drop-off points and optimize conversion strategies.

Sample fields structure for the entities