A simple, but functional CRM would be terrific—streamlining daily operations and keeping the tech stack lean is a win.

Type for CRM

Lead (Customer) Field

I thought Upbase could be adapted to work with it like a CRM.

But I would need a "Contact/Lead/Customer" field.

Currently, when I create a new field, there's a "👤People" field, which refers to existing users.

If only it were possible to create a similar Lead (Customer) field that wasn't linked to users but existed as a completely separate database, this would allow Upbase to be adapted for CRM.

What information should a CRM collect❓

◾Name, Surname

◾Phone

◾Email

◾Company (Linked to company profile)

◾URL, www, blog, socialmedia

◾Address

◾Additional Fields

(Time-varying)

◾Engagement

◾Activities

◾Notes

◾Tasks

◾Meetings

◾Files

◾Emails

◾Social Media (possibly in the future)

Inspiration:

Do you have any plans to implement this? It would be super helpful.

I wish this existed on upbase

CRM is a most have for sure! It would be easier to keep track of clients and all their projects inside upbase. It could be something simple but I can see a real value on that.

Pleaseee

Hi Jack S.,

Going by your many feature requests, it seems that you really like Productive. Is there a reason why you're not using it? What benefit do you see by turning Upbase into Productive?