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CRM Lite

Lightweight CRM with contacts, deals, and activities demonstrating multi-level linked records.

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Rolled out to every employee at AutoZone (125,000), PetSmart (50,000+), A.S. Watson and Raley's (20,000) — and at larger retailers we are not permitted to name.

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CRM Lite runs on a platform app included with every MangoApps plan — pick a suite and it comes along.

Start free — included with every suite

Rolled out to every employee at AutoZone (125,000), PetSmart (50,000+), A.S. Watson and Raley's (20,000) — and at larger retailers we are not permitted to name.

Prompt

Build a lightweight CRM plugin with multi-level linked records. Slug: crm-lite. THREE RECORD TYPES with reference relationships (contacts -> deals -> activities): Record schema for contacts: name (string, required), email (email), phone (phone), company (string), title (string), source (select: Referral, Website, Cold Call, LinkedIn, Event, Other), notes (text). Record schema for deals: name (string, required), contact_id (reference, target: 'contacts', display_field: 'name'), value (currency), stage (select: Lead, Qualified, Proposal, Negotiation, Won, Lost), expected_close (date), priority (select: Low, Medium, High). Declare views for deals: table (default), board (column_field: stage, card_title: name, card_subtitle: expected_close, card_badge: value). Record schema for activities: subject (string, required), deal_id (reference, target: 'deals', display_field: 'name'), activity_type (select: Call, Email, Meeting, Note, Demo), scheduled_at (date, required), completed (boolean, default: false), notes (text). Declare views for activities: table (default), calendar (date_field: scheduled_at, title_field: subject, color_field: activity_type). NAVIGATION — Four tabs: Dashboard, Contacts, Deals, Activities. Include view switcher on deals and activities. Contact show page displays deal count and recent deals. Deal show page displays activity count and recent activities. Use breadcrumb navigation for nested views (Contacts > John Doe > Deals). Use find_children and count_children for parent-child queries. Dashboard shows: total contacts, total pipeline value, deals by stage chart, upcoming activities this week, and recent contacts. Seed 5 contacts, 8 deals across contacts, and 12 activities across deals. Include data_version 1.