Sales CRM

  • Build a simple opportunity list and detail view
  • Deploy your app to production with just one click
  • Later, integrate directly with your company’s data and systems
  • Go on to build a production order management tool for your organization
offgrid image

In this template

Building the CRM your organization needs can sometimes feel like you’re working with a moving target.

With OutSystems, you can develop the exact functionality that’s right for your company, whether you’re integrating with an existing CRM or starting from scratch.

Built using these accelerators:

Opportunities List

Opportunities Detail

Sales KPIs Dashboard

Map with Office Locations

Using this template

1

Once Service Studio loads, enter the username and password you chose at registration. Use these to log into your OutSystems personal development environment.

2

The Sales CRM template will open, starting with a video overview of what you’re about to do.

3

Once the intro video is complete, an interactive tutorial will guide you through the first steps of creating your insurance portal.

4

The tutorial is just the beginning, giving you a glimpse of how OutSystems enables developers like you to build scalable, enterprise grade software fast. Now that you’ve tried OutSystems, it’s time to dive deeper into what OutSystems has to offer.

What you’ll do:

Build simple opportunity list and detail views

How long you need:

Around 5 minutes

What you’ll need:
  • A free OutSystems account
  • The OutSystems IDE, Service Studio (requires Windows).

How to Get Started

First, register for a free OutSystems account. After registration:

  • You’ll download the OutSystems IDE, Service Studio.
  • Your browser will redirect you to your Platform Home page, which is the dashboard for your OutSystems account.

NOTE: It can take a few minutes to set up your OutSystems cloud environment. Once ready, Platform Home will let you know and you can open Service Studio.