Basics: Building Your First Solution - A Basic CRM
You’ve learned the fundamentals of Clevero’s architecture, now it’s time to put them into action. In this guide, you’ll build your very first solution: a simple but powerful CRM (Customer Relationship Management) system.
What You’ll Build
Your CRM will include the essentials for managing customer relationships:
A Customers record for storing customer details and a Contacts record for storing client details
A Deals record to track opportunities and progress
Custom views and Entry layouts for easy data entry and navigation. Dashboards for displaying key metrics.
Basic automations to improve the user experience
By the end of this guide, you’ll have a functional, customizable CRM to extend or tailor to your needs or those of your clients.
What You’ll Learn
Along the way, you’ll gain hands-on experience with core Clevero features:
- How to set up a Clevero Instance
- How to create Records and Fields
- How to build an Entry Layout to display data
- How to create Navigation for seamless movement
- How to build and customize Views
Think of this as your Clevero starter app: practical, easy to build, and the perfect foundation for more advanced business tools.
Updated 8 months ago