Build a CRM and Project Tracker with Directus No-code App Data Studio

In 15 minutes or less, learn how to create a beautiful and intuitive no-code app for your technical and non-technical users to access essential data. Directus video contributor, Bryant Gillespie, walks you through this project from start to finish, including Collections, Fields, formatting options, relational details, and more.
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-- Timestamps --
0:38 Create Standard Cloud project
1:01 Create Company Collection
1:08 Generate UUID
1:22 Create Field
1:46 Detail Group Field
2:40 Formatting options
3:15 Create a Contact Collection
3:47 Half Width Name Fields
4:41 Add Avatar Field
4:51 Link Contacts and Companies
5:17 Display Template
5:35 Data Model
5:53 Create Company
6:20 Create Contact
6:40 Create Projects Collection
7:10 Add Project Description
8:20 Advanced Field Creation Mode
9:20 Create Tasks Collection
9:36 WSYISWG Field
10:14 Single file vs Multiple files
11:04 Assign to Field
11:17 Directus System Collection
12:16 Create Project

[@everyhandletaken]

I have looked at Directus previously & it’s really nice. What I always struggle to understand is why Directus & a lot of similar (but less comprehensive) are for creating “internal tools”.. it seems a bit crazy to build a complete ui to replicate all that Directus has in terms of input types etc, which appears to be the intention. I couldn’t see a problem with a customer using the Directus interface directly.. I must be overlooking something. I totally understand the use case as a headless CMS, but for something that is purely data entry/viewing (such as the CRM example), that’s where I am not seeing the need to build out a complete UI that replicates that of Directus (which is incredibly polished).

[@benjaminhaynes]

You can definitely use the Directus App for external users (eg: customers)... just make sure to lock down the permissions accordingly!

[@benjaminhaynes]

Haha, make all your permissions Public!! Livin on the edge... @@jerbear7952

[@mrleblanc]

Can you do a M2A (Page builder) video ? There is absolutely no information about the Dorectus 9 feature anywhere on the Internet, but it seems like a powerful new feature. I'd love to better understand it and start using it

[@DirectusVideos]

In the works, as we speak (type)!! Thanks for the suggestion. 😊

[@felixschurmeyer5896]

​@@DirectusVideos Thanks for your Work!

[@L1phful]

That would be great. Also searching for that

[@philipphager8518]

@@DirectusVideos any news on this?

[@JacquesvanWyk]

@@DirectusVideos Its been 5 months and still no tutorial on this? Will this be soon?

[@zmfwlife]

Thank you so much this helped a lot!!!! You saved my life

[@PartneredBrands]

Whaaaa? HOW did you go from having the tables to a FINAL app? Please show. Thanks.

[@deankayton]

I am confused how we went from the first 12 minutes, to the final product shown in the final minute... Were we just going over the data model, with the app pre-configured off-screen?

[@acop760]

same. please show it all.

[@ebenezereshun6974]

Same here. 😂

[@yosepmys7605]

And boom 😂

[@JigneshThummar]

what a great tool

[@michongoma7598]

Amazing! custom pages would be nice to have . . . .

[@martdi84]

When you pick a contact for a project, you select the company, then pick a contact. Is the list filtered to limit to the contacts of the selected company or do you have the full list of contacts being listed? Because if so, you could end up with a mess in terms of data integrity. What would be the solution to filter the contact list for that company?

[@philipdavis5031]

Enjoy the videos. I've been looking for a solution to uploading a video url into my collection. I thought File would be the answer but it doesn't seem to work. Is there a tutorial in the works on video uploads?

[@christerjohanzzon]

A video URL would be a string, stored in database as text. Then fetch this URL over the API and display the video accordingly. As long as the video is uploaded and you a correct URL that is accessible, it should work fine.

[@wildthreshold]

I'm still reluctant to embark on big projects like crm, erp, ... with directus despite the fact that I love using it. I'm always afraid of blocking at some point and not being able to manually customize features by code because the tool is not intended as a code framework where you can easily implement things. or maybe I'm wrong...

[@DirectusVideos]

Solid fear...Don't blame you there... But I'm curious - what features are you trying to customize? 🤔 Because Directus was built from the ground up to be super-modular and extensible. You can extend just about everything about Directus. docs.directus.io/extensions/introduction.html For the Data Studio app - you can create your own custom modules, layouts, interfaces, displays, and more. On the API side - you create your own endpoints, event hooks, or migrations.

[@emonymph6911]

@@DirectusVideos how can you integrate it with other existing CRMs like go high level or hubspot? would love to see a video on that. In my head this is how it would work... Any 'content' created by customer service in directus could be pushed to the DB so the CRM can also read it since they sync up to the same source of truth. Is something like this possible?

[@DirectusVideos]

@@emonymph6911 You could certainly do something like if you wanted to. Either by Directus Flows or via custom hooks if you prefer that route. Flows docs.directus.io/app/flows.html Custom Hooks docs.directus.io/extensions/hooks.html

[@soncontentmedia]

Hi team, a data modelling question, should I create an Employee table and use One-to-One relationship to map each user to an employee? Is this a common practice?

[@DirectusVideos]

Great question. That's definitely one approach that could work. For these types of questions, I'd recommend asking our community members inside Discord - directus.chat

[@sollanbartholomew3287]

You can add custom fields to the users collection. This should allow you to record the extra data an employee may need.

[@davidpaquetpitts5210]

Hey! Would you happen to have an export of the data model shown in the video by any chance ?

[@thebryantgillespie]

Let me see what I can do here...Are you looking for the SQL schema? or maybe the schema snapshot from the Directus CLI?

[@itsmesada]

@@thebryantgillespie Hi, thanks for this great tool. A link to the sample database snapshot(schema + sample data) would be great, would help a lot in following the video !

[@ooogabooga5111]

amaizing

[@serviciosweb9963]

They should implement fullcalendar which is spectacular, they don't have to invent the wheel, someone already did it

[@elisabethryder4719]

Of course now that I'm finally am ready to work a fairly regular schedule - I find the drag and drop calendar I had been wanting to use (and/or develop myself if I had enough motivation to see the project through) for most of my irregular schedules for the past 7 years. Thanks for sharing that resource! Finding a calendar app that makes an irregular schedule as easy as a drag and drop on to the correct day is something I imagine many people would love to have but often don't end up finding exactly what they need. Thanks again!