Anyone can help?
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Hi there,
If you haven’t already checked out our sample/template apps, you may find our Custom CRM app helpful in getting started: Custom CRM Template - Build a CRM | Knack
Happy Knack building 
CRM’s and database management has been my field of expertise with over 6 years of experience. I am currently the director of technology for Elegran Real Estate based in NYC and have integrated our tech stack into a custom built knack application that manages various aspects of the business and integrates into our CRM as well as a transaction management tool I built in knack that services over 200 users. My specialities are working around current knack limitations utilizing complex CSS design, Javascript functions within the knack builder and custom zapier automations to perform more complex integrations.
Feel free to send me an email at brandonmbabel@gmail.com to schedule a call to discuss more.
The first and most important step is to thoroughly understand what a CRM is, its functionality, types, and the specific needs it addresses. CRM systems can vary widely depending on the industry and the goals you want to achieve, so investing time in research will save you from unnecessary mistakes later.
I’d recommend starting with some in-depth articles about CRM systems, such as this one: https://www.cleveroad.com/blog/how-to-build-your-own-custom-crm-system/ It provides a clear overview of the essential features and steps involved in creating a CRM.
Additionally, explore several existing CRM platforms to understand their interfaces, features, and workflows. Look at systems like Salesforce, HubSpot, Zoho CRM, or Pipedrive to see how they solve common problems and what might inspire you in building your own solution.