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.
Sign up for free and open your dashboard, where you can use ready-to-use templates or make your form from scratch.
Start with Formaloo ready-to-customize CRM template from your dashboard;
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 pages/menus to your CRM.
Once you’ve added all the pages you want, you can start inserting data into your database.
🗄️ Old dashboard:
On the old dashboard, you should first create a new folder for your formaloo, and let’s call it “CRM.”
Now, create a formaloo, which is like a container for your data. You need a title for your formaloo, and then, start adding your fields.
You can add any field that is required for your form, like name, email, phone, and city, which are the basic fields you’ll want in your CRM, but you can add more fields depending on your needs.
Customize your form, add a background image, change font and color, add your logo, or even customize the text on the buttons and messages.
Learn more about how to customize your forms.
Also, you can use the “Email verification” field to verify your audience.
let’s add a status field and make it admin-only. Admin-only fields are only accessible by the admins of the formaloo, and end users cannot change them. This information will only be visible to formaloo admins, and the users won’t see them.
Once you’ve added all the fields 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.
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 for your no-code CRM
Let’s add login and signup to your custom CRM app. So, the users of your no-code portal app can only access the pages you’ve specified for their particular Role.
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 turn your app into a portal and enable login/signup, all you have to do is open your “Settings” and enable the “Portal Mode ” option.
Once you enable portal mode, the new “User portal” option is automatically added to your app.
To make your app 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.
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.