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CRM with AnyDB

Overview​

This guide shows how to use AnyDB as a flexible, end-to-end CRM (Customer Relationship Management) system. You'll learn how to manage companies, contacts, deals, interactions, and invoices using structured templates that connect seamlessly—providing your team with a real-time, customizable view of your entire sales pipeline.

Business Problem​

Traditional CRM systems are often rigid, expensive, and hard to customize for different workflows. Sales, marketing, and support teams struggle with scattered data, lack of visibility, and disconnected tools that don’t reflect how they actually work.

Solution Summary​

With AnyDB, you can:

  • Track companies, contacts, deals, communications, and invoices in one unified system
  • Customize templates to match your exact sales process and terminology
  • Link data across clients, team members, and pipeline stages
  • Assign ownership, set follow-up reminders, and track progress
  • Build dashboards to monitor performance, revenue, and pipeline health

Step-by-Step Instructions​

1. Add a New Company​

  • Navigate to the CRM Companies database
  • Click + New Item
  • Fill out fields like name, industry, company size, website, and revenue
  • Link contacts, deals, and invoices to the company as you grow the relationship

2. Create a Contact​

  • Go to the CRM Contacts database
  • Click + New Item
  • Add contact details: full name, title, department, email, phone, and LinkedIn
  • Link the contact to their associated company

3. Track a Deal​

  • In the CRM Deals database, click + New Item
  • Define the opportunity: deal name, potential value, type (new/expansion), expected close date
  • Choose the sales stage (e.g., Prospect, Proposal, Negotiation, Closed Won/Lost)
  • Automatically calculate weighted value based on probability
  • Assign ownership and link it to a company and contact

4. Log an Interaction​

  • In the CRM Logs database, record emails, calls, meetings, or texts
  • Add date, duration, direction, subject, notes, and file attachments
  • Link the log to a company and/or contact for full communication history

5. Create and Send an Invoice​

  • Use the CRM Invoice template to bill the customer
  • Auto-fill details from deals or contacts
  • Add line items, tax, discounts, and due dates
  • Track payment status and link it back to the company or deal

Data Model & Structure​

FieldDescription
Company NameClient or organization name
Contact NameFull name of associated individual
Deal StageSales pipeline stage (e.g., Demo, Negotiation)
Deal ValueExpected or closed deal amount
ProbabilityStage-based close likelihood
Invoice StatusPaid / Unpaid / Overdue
Follow-Up DateNext scheduled action or reminder
Interaction TypeEmail, Call, Meeting, Text
Assigned ToSales rep or account manager

Reporting & Views​

Use filters and saved views to track:

  • Active deals by owner or stage
  • Deals by close date, value, or probability
  • Contacts by company, region, or role
  • Recent communications and last contact date
  • Overdue invoices or unpaid balances

Build dashboards to monitor:

  • Total pipeline value and conversion rates
  • Forecasted revenue using weighted deal values
  • New vs. expansion revenue
  • Sales performance by rep, team, or region

Sharing & Collaboration​

  • Assign ownership to sales reps or account managers