Solutions · Custom Business Applications
Customer Relationship Management (CRM) Systems
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.
Build yours freeWhat FasterOS builds for you
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 youContact
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 rowOpportunity
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 youActivity
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 StepMedia
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, DescriptionHow 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.
See how it works
App Builder
Combine your forms, reports, sheets, docs, scenes and calendars into one app, shared with a link.
Take a look →Records and reports
Turn what people submit into focused views, totals and connected records your team can act on.
Take a look →AI Assistant
Describe what you need and build apps, stores, campaigns and agents through conversation.
Take a look →More in Custom Business Applications
- Project Management Tools
- Client & Partner Portals
- Internal Operations Dashboards
- Human Resources & Onboarding Systems
- Field Service Management Apps
- Inventory & Asset Tracking
Build anything you can imagine
Create a free account and build it the same way, with no code.
Create a free accountNo credit card required. Limited trial usage is included; add a card when you turn on paid features.
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