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# How to Create a Simple CRM System in GudHub

In this tutorial, you will learn how to create a simple CRM system in **GudHub** for managing customers, contact information, deals, and statuses.

## What You Will Build

By the end of this tutorial, you will have a CRM with the following structure:

- Customers
- Contacts
- Deals
- Deal statuses
- Assigned managers

## Requirements

Before you start, make sure you have:

- a GudHub account;
- a created application;
- permission to edit the application structure.

---

## Step 1. Create a New Application

Log in to GudHub and open the **Applications** section.

Click **Create Application** and enter the following name:

> Customer CRM

After creating the application, you will see an empty application where you can build your own data structure.

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## Step 2. Create a Customers Table

Create a new element for storing customer information.

We recommend adding the following fields:

| Field | Type | Description |
|---|---|---|
| Name | Text | Customer's full name |
| Company | Text | Company name |
| Email | Email | Customer's email address |
| Phone | Phone | Customer's phone number |
| Status | Select | Current customer status |
| Manager | User | Assigned manager |
| Created At | Date | Record creation date |

### Example Statuses

For the `Status` field, you can use the following values:

```text
New
In Progress
Waiting for Response
Successfully Completed
Closed

Step 3. Add Your First Customer #

Create a new record and enter the following test data:

Name: John Smith
Company: Example Company
Email: john@example.com
Phone: +1 555 123 4567
Status: New

After saving the record, it will appear in your CRM.

Step 4. Configure Data Display #

GudHub allows you to configure how your information is displayed. For a CRM, you can use:

  • tables for viewing all customers;
  • cards for quickly viewing customer information;
  • filters for finding specific customers;
  • sorting by creation date;
  • grouping by status.

For example, customers can be grouped like this:

New
  └── John Smith

In Progress
  ├── Anna Johnson
  └── Michael Brown

Successfully Completed
  └── Sarah Wilson

Step 5. Add a Filter #

Create a filter that displays only customers with the In Progress status. The condition can be represented as:

Status = "In Progress"

This allows managers to quickly see the customers they currently need to work with.

Tip: Use filters to create dedicated views for different roles and business processes.

Step 6. Assign a Manager #

For each customer, you can assign a responsible team member. For example:

Customer: John Smith
Status: In Progress
Manager: Olivia

This helps distribute responsibility and prevents customers from being left without an assigned manager.

Recommended CRM Structure #

For a larger system, you can use the following structure:

CRM
├── Customers
│   ├── Contact Information
│   ├── Company
│   └── Assigned Manager
│
├── Deals
│   ├── Name
│   ├── Customer
│   ├── Amount
│   └── Status
│
├── Tasks
│   ├── Name
│   ├── Assignee
│   ├── Due Date
│   └── Status
│
└── Managers
    ├── Name
    ├── Email
    └── Role

Example Automation #

When a customer changes their status to Successfully Completed, you can trigger an additional process. For example:

if (customer.status === 'Successfully Completed') {
    console.log('Deal successfully completed');
}

This logic can be extended to automatically create tasks, send notifications, or update other data.

What Can You Do Next? #

After creating the basic CRM, you can add:

  1. Automatic task creation.
  2. Manager notifications.
  3. A sales pipeline.
  4. Dashboards and analytics.
  5. Automated email notifications.
  6. User access management.
  7. Integrations with external services.

Summary #

In this tutorial, we:

  • created a CRM application;
  • added a customer structure;
  • created fields for contact information;
  • added customer statuses;
  • assigned responsible managers;
  • configured filtering;
  • explored a basic automation example.

GudHub allows you to adapt this structure to your real business process without building a CRM from scratch.