How to Create a CRM System in Coda

Quick summary

You can build a custom CRM system in Coda by creating a blank doc and adding interconnected tables for leads, customers, sales pipeline, and task management. The workflow also covers automations, relation columns, and a line chart view to give your team full visibility into the sales funnel.

Steps

1. Click '+ Blank doc' to start building your custom CRM from scratch.
2. Name your Coda doc — for example, 'CRM System'.
3. Type /table to insert a table for storing different kinds of CRM data.
4. Set up your lead tracking table with custom fields to capture key lead details.
5. Create a customers table to store customer contact and account details.
6. Add a sales pipeline table and a task management table to track sales activities.
7. Set the deal value field to currency format to ensure accurate financial reporting.
8. Add custom pipeline stages that reflect your specific sales process.
9. Create a deal stage field to visualize and manage your sales funnel.
10. Add a final table to complete your CRM ecosystem.
11. Set task deadlines to ensure timely follow-ups on all sales activities.
12. Define task priority levels (e.g. High) for better workflow management.
13. Click the add icon to insert a new column into your table.
14. Select 'Relation' as the column type to link tables together.
15. Click 'Settings' to access document configuration options.
16. Select 'Automations' to create a rule that automates repetitive CRM tasks.
17. Type /Line Chart to add a visual chart view to your CRM system.
18. Click 'Share' to invite team members and assign the appropriate permissions.