How to Build a CRM (No Code)

Step-by-step guide

1

Create Contacts and Deals tables

Start a Contacts table with columns like Name, Email, Phone, and Company. Add a Deals table with a Deal name, an Amount (number, currency format), a Stage single-select (Lead, Qualified, Proposal, Won, Lost), and a Link to record column pointing at Contacts. Turn the link two-way so each contact lists their deals.

2

Manage the pipeline on a kanban board

Add a Kanban view to the Deals table grouped by the Stage column. Each stage becomes a column and each deal a card you drag from Lead toward Won as it progresses. Add a Rollup on Contacts to total the value of each contact's deals.

3

Capture leads with a form

Turn on the form view for the Contacts table to get a public link. Put it on your site or in an email, and each submission lands as a new contact row with no manual entry. See the form-to-table guide for details.

4

Automate follow-ups

Add automations so the CRM works for you: email a rep when a deal is assigned to them, post to Slack when a deal reaches Won, or send a reminder when a follow-up date arrives. Automations require the Business plan.

Tips

• Link Deals to Contacts with a two-way relation so each side shows the other
• Group the Deals kanban by Stage to get a drag-and-drop pipeline
• Use a currency-format number for Amount and a Rollup to total deal value per contact
• Capture leads with the table's form view instead of typing them in
• Start from a Sales CRM table template for a ready-made structure

Frequently asked questions

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