What would be the best strategy to develop a plugin for a very basic CRM with CRM's customers connected to some Grav Web Pages, thanks

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1

Hello to all,
Searching for CRM in Grav CMS I got this:

I guess this basic CRM could be done with Flex Directory, but I am unsure. I appreciate it if anyone has a suggestion for links to tutorials or recipes to create a database of customers, with their basic data (CRUD and Search functionality) and fields that link these customers to certain Grav web pages with their related properties.

I was able to make the property’s web pages. Now I would like to have the customers’ database, that can be managed via Grav’s Admin module, linked with their respective properties web pages inside Grav CMS.
Thanks a lot in advance, regards.
joejac

2

@joejac, You haven’t shared any requirements and metrices, which makes it difficult to say anything…

Having said that…

I have worked with a CMS myself and in my view it is way too complex to build with Grav. There are too many datatypes (companies, contact persons, employees, meetings, calls, emails, reminders, documents etc.) and they are all interconnected which requires a relational database system.

I think your customer is better of researching for a free in-house open source CRM: Best Open Source CRM 2025.
The demo of SuiteCRM gives you an idea of the complexity of these applications.

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3

Thanks, @pamtbaau and sorry for not being more specific.

The customer did not request me anything, I know he uses a very simple way to record his customers’ information and agenda, and I am thinking of providing him a similar way inside Grav, if possible, and not very complex. So probably I should use SQLite with only 3 tables:

  1. customer-seller-buyer-info,
  2. customers-appointments,
  3. customer-seller-grav-properties-webpages,
    All tables with their corresponding fields with the basic information, something very simple, I see I should not use the term CRM.
    Regards
4

So we need 3 fields (can be added more even later).
And we need to see those fields on a page.
Idk what is CRM so i hope i understood what you meant.

As you guessed we can do that with using flex easly.
i suggest you to first build a test page which has test customers and their informations as you described before doing anything for flex.
Later you can get real customer informations from flex you built to replace with test texts on that page, it will be like automated.
There are many kind of fields we can use. I use these 2 pages to check them.

Also i could do many more things after learning more from Grav Learn :slight_smile:
I hope that helps, cya!