How to Build Pipedrive Style App on Webflow, Wized, and Xano
Developing a CRM similar to Pipedrive focuses on helping businesses organize and track sales pipelines. With Webflow for a clean interface, Wized for functionality, and Xano as the backend, you can build an efficient CRM for tracking deals, managing follow-ups, and improving sales performance.
User Flow and Project Scope
To kick things off, we need to set a clear scope and requirements. I recommend creating a user flow that maps out the main app functions and core business logic. This way, we’re clear on the size and complexity of the project from the start.
After defining the flow, we’ll compile everything into a Product Requirements Document (PRD). This document will outline what’s included in the first version and what isn’t, so we stay aligned and keep things moving smoothly.
Typical users for your Pipedrive Style App
Sales Teams: Track deals and follow-ups.
Managers: Monitor pipeline progress.
Admins: Configure user permissions and settings.
Main user flows for your Pipedrive Style App
Deal Tracking: Monitors sales opportunities through pipeline stages.
Task Scheduling: Schedules follow-up actions and reminders.
Client Access: View deal history and communication records.
Sales Reports: Shows metrics on deal progress and performance.
Admin Dashboard: Manages pipeline stages, sales metrics, and system settings.
Performance Reports: Tracks sales trends and pipeline efficiency.
Database Structure on Xano
To build an efficient and scalable Pipedrive Style App, we’ll design a flexible database structure on Xano. Even if not all features are in the initial version, this structure will make it easier to expand and adapt as the app grows.
UX & UI Design
Frontend Development in Webflow
Webflow gives us a powerful platform for frontend development, allowing us to achieve pixel-perfect design and faster results compared to traditional development methods. Using Webflow’s visual editor for HTML and CSS, we’ll speed up the build process while maintaining flexibility.
API and Logic Creation in Xano
Once the planning is complete, or even alongside frontend development, we’ll build the app’s core logic in Xano. Here, we’ll create the APIs to connect the backend with the frontend securely. Xano’s visual interface supports everything from database management to API creation and server-side logic, so we can handle complex workflows as needed.
Connect Frontend and Backend with Wized
Wized allows us to bring all the business logic, workflows, and APIs created in Xano into the Webflow frontend. Wized supports both visual JavaScript development and custom code if needed, giving us flexibility to include standard JavaScript libraries and meet specific requirements.
Quality Assurance Process
Quality assurance is essential to make sure everything works perfectly before launch. Our team will do thorough testing, and I encourage you to participate in the review as well. This way, we can ensure the app meets your expectations and provides a smooth experience for your users.
Conclusion
Creating Pipedrive Style App involves more than just putting features together—it’s about building something scalable, efficient, and secure. By following this structured development process and using tools like Webflow, Wized, and Xano, we’ll have a strong foundation. Working with experienced professionals and prioritizing QA will ensure the app’s success. Check out our case studies to see similar projects we’ve brought to life and what’s possible for your vision.
