CRM
This is a customizable basic CRM (customer relationship management) template developed in the Tailor Platform.
With a few steps, you can deploy a headless CRM application with GraphQL endpoints such as the followings but not limited to:
- Leads data
- Accounts data
- Engagement histories
- Manage historical records of past customer engagements
Feature:
This template covers basic features of CRM.
- Create, Read, Update and Delete for each model. Those are Lead, Account, Engagement etc. For more details, please refer to the repo
- Filter your lead data by stage.
- Text search for your lead’s company name.
- Manage historical records of past customer engagements.
Deploy this template:
To deploy this template, you need tailorctl and Tailor account.
If you don’t have a Tailor account, please contact us.
In order to install tailorctl, please follow the instructions.
# Install tailorctl
brew install tailor-platform/tap/tailorctl
# Log in to Tailor Platform through CLI
tailorctl auth login -u '$username' -p '$password'
# Create a workspace in Tailor Platform
tailorctl workspace create --name '$workspace_name' --owner-username '$owner_username' --owner-password '$owner_password'
# Create an application in Tailor Platform
tailorctl app create '$application_name'
# Create Tailor template
tailorctl template generate -t git+https://github.com/tailor-platform/templates@crm -o charts
# Apply Tailor template
tailorctl app apply -m charts
# Login to the application with the owner credentials
tailorctl app login -u '$owner_username' -p '$owner_password'
# Import the initial users into the application
tailorctl app import -m charts
# Login to the template with the test admin user
tailorctl app login -u 'adminadmin' -p 'adminadmin'
# Seeding the test data
tailorctl app import -m charts/seed
# Open the Graphql playground of the app in browser
tailorctl app open
# To login to the application, use the following in GQL Playground.
orgKey: "crm05092020-dTDEQM"
id: "adminadmin"
password: "adminadmin"
Once you run these command, this application is deployed to your preserved domain and the GraphQL endpoint will be ready to interact with Frontend.
For the application login, please refer to the documentation.How does this template work?
In this template, models and business logics are defined with CUE in the manifest directory. Tailor PF consumes those models and logics and automatically sets up types in GraphQL SDL. Once you deploy the template, you can see the GraphQL SDL in the playground.
For more details, please take a look at the developer documentation.Customization & Expansion with Tailor Templates
Embrace the power of customization with our Tailor Templates, where versatility meets functionality. These templates serve as dynamic foundations for your ERP system, providing highly customizable platforms that adapt to the unique requirements of your business.
The customization process is straightforward – simply clone the Git repository of the chosen template and personalize your data models, business logic, event-triggered workflows, and more. You'll find that setting up your internal tools doesn't require extensive coding.
To learn more about customizing your templates, refer to Tailor Platform developer document at
docs.tailor.tech.
Recognizing that ERP systems are not one-size-fits-all solutions, Tailor templates offer a boilerplate to jumpstart your ERP's development, providing the flexibility to evolve as your business grows. With Tailor, you're adopting a system designed to adapt with your enterprise's needs.
