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Posted on • Originally published at marmelab.com

Building a Complete React CRM App with Atomic CRM ๐Ÿ› ๏ธ

Every company has unique CRM needs, but not many can afford a custom solution.

To solve this problem we built Atomic CRM โ€” an open-source CRM framework made for developers and designed to be user-friendly for everyone.

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Every Company Needs A Custom CRM

For small and medium-sized businesses, finding the right CRM solution can be difficult, and building an in-house system is often the best option.

Off-the-shelf solutions like SuiteCRM, Odoo, OroCRM, or Vtiger frequently fall short of addressing specific business needs, forcing teams to use workarounds or make compromises. These platforms tend to be complex, require expensive integrations, or come with high costs that donโ€™t match the value they provide.

For companies with straightforward but unique CRM requirements, developing an in-house solution is often more cost-effective. We've experienced this ourselves. Seeing these challenges, we created a simple CRM tailored to our own needs, named Atomic CRM. But why should every company reinvent the wheel?

We believe that Atomic CRM offers a powerful foundation that can save businesses time and resources. Thatโ€™s why weโ€™re open-sourcing it today under the permissive MIT license, empowering companies to build a custom CRM solution at a fraction of the cost: marmelab/atomic-crm.

The Features Everybody Needs

Atomic CRM covers all the essential CRM features and can be used straight out of the box to:

  • ๐Ÿ“‡ Organize Contacts: Keep all your contacts in one accessible place, making it convenient to find and manage your contacts. The intuitive interface ensures that you have the right information at your fingertips whenever you need it.
  • ๐Ÿ“ Take Notes: Capture important insights effortlessly with the note-taking feature.
  • โฐ Create Tasks & Set Reminders: Stay on top of your to-do list with Atomic CRMโ€™s task management feature. Create tasks, set reminders, and never miss a follow-up again.
  • ๐Ÿ“Š Manage Deals: Visualize your sales pipeline effectively in a Kanban board. This feature helps you track deal progress, prioritize tasks and close deals faster, ultimately boosting your team's productivity.

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However, CRMs donโ€™t operate in isolation โ€” they need to integrate with other enterprise tools. Atomic CRM enables you to:

  • ๐Ÿ”„ Import & Export Data: Easily transfer contacts and other important information in and out of the system, ensuring smooth integration with your existing workflows.
  • โœ‰๏ธ Capture Emails: Integrate your email communications seamlessly. By including Atomic CRM in your email's CC, the system automatically saves the correspondence as a note.
  • ๐Ÿ› ๏ธ API Integration: Connect Atomic CRM with other systems effortlessly through its robust API. This integration provides a cohesive and unified data environment, making Atomic CRM a central hub for all your customer relationship management needs.

In summary, Atomic CRM is packed with all the required features to streamline customer relationship management, allowing developers to focus on implementing custom business logic. By handling the basics, it frees up time for your team to create solutions that deliver real value.

Ready For Customization

With a simple relational data model, developers can easily modify the system to store additional data. Its component-based architecture allows for replacing or customizing any part of the application, giving developers full control over the user experience. Built using React and react-admin, two widely supported frameworks, it comes with a rich library of pre-built components ready for use.

Atomic CRM supports adding custom pages, enabling scalability as your business evolves. Developers can integrate custom logos and themes to match the company's brand identity.

Designed to be customized directly through code, the framework avoids the need for a complex customization UI. This makes the codebase clean and simple, allowing developers to modify and extend it easily to meet specific requirements.

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Deploy Anywhere

Atomic CRM leverages Supabase for data storage and backend APIs, combined with a static single-page application for the UI. This simple architecture allows you to host it for free almost anywhere. The default deployment, using Supabase.com and GitHub Pages, can be set up in just 5 minutes with a single command.

Since customer data is often sensitive, many companies require strict control over their CRM hosting. With Atomic CRM, you can store customer data on your own infrastructure, behind your firewall, and integrate your own authentication system. It supports single sign-on with popular providers like Google, Azure, and Auth0, ensuring secure login using existing enterprise accounts-with no additional charge.

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Conclusion

Whether you're a startup or a large business looking to improve customer management, Atomic CRM is a great starting point. It offers all the key features you need and is easy to customize, letting developers build a CRM that fits their exact needs. Best of all, it's free.

Check out the Atomic CRM website or dive straight into the code.

We're curious to hear about your experience! What challenges have you faced in developing CRM solutions? What functionalities are you looking for in a framework to overcome those challenges?

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