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: "crm-kbCOzk"
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.Understanding the Template's Mechanism
At the heart of this template lies the integration of models and business logic, meticulously crafted using CUE and stored in the 'manifest' directory. Tailor PF, acting as a bridge, takes these models and logic into account and effortlessly translates them into types within the GraphQL SDL (Schema Definition Language). After successfully deploying the template, a comprehensive view of the GraphQL SDL becomes accessible in the playground. This provides an interactive interface, allowing you to witness firsthand the structuring and interplay of the types.
For more details, please take a look at the developer documentation.Easy Changes & Growth with Tailor Templates
Use the easy-to-change Tailor Templates for a system that fits your business. These templates are like building blocks for your ERP system. They can change to match what your business needs.
To make changes, copy the Git template and then change the data, business rules, events, and more. You don't need to be an expert coder to set up your tools. For more help, visit docs.tailor.tech.
We know every business is different. That's why our CRM templates let you start fast and change as you grow. With Tailor, you get a system that grows with your business.
Expand Functionality: Optional Add-On Templates
These additional templates can be plugged into your CRM to enhance the functionality. Each templates can also be used independently as a standalone application as well.
Product