CRM Tailor Template: Streamlining Customer Relationship Management
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
Features
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.
How Tailor Templates Work
Deploy a Tailor Template in just one minute and customize it effortlessly.
For more details, please take a look at the developer documentation.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.
