How to Build Zoho CRM Style App on Webflow, Wized, and Xano
Creating a CRM similar to Zoho CRM enables businesses to capture leads, manage customer interactions, and streamline sales efforts. Using Webflow for UI, Wized for interactive features, and Xano as the backend, you can develop a flexible CRM that helps optimize sales, marketing, and customer service.
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 Zoho CRM Style App
Sales Reps: Track leads and close deals.
Marketing Teams: Organize campaigns.
Admins: Ensure system customization and integration.
Main user flows for your Zoho CRM Style App
Lead Management: Tracks potential customers and follow-ups.
Sales Pipeline: Monitors sales stages and opportunities.
Client Portal: Enables clients to view their account status and contact details.
Campaign Analytics: Tracks marketing success metrics.
Admin Panel: Manages CRM customization, integrations, and user roles.
Reports: Tracks lead conversion rates and campaign effectiveness.
Database Structure on Xano
To build an efficient and scalable Zoho CRM 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 Zoho CRM 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.
