Standards Docs
Tutorial — Build a CRM

Tutorial — build a CRM

Step-by-step guide to building a small CRM with contacts, companies, views, and role gating.

This tutorial builds a minimal CRM from scratch using standards. You define a contact and a company object, relate them, add record views, and gate fields behind roles.

By the end you have:

  • Two typed objects (contact, company) wired through a relation
  • A working REST API backed by NestJS and Supabase
  • A list view and a detail view with inline editing
  • Role-based field visibility
  • A running example you can clone and extend

Example repository

The finished code lives at apps/docs/examples/crm-tutorial/ inside the monorepo. Clone the repo and follow each chapter to build it step by step, or read the example directly.

Prerequisites

  • Node 22+
  • pnpm 9+
  • A Supabase project (database URL + service role key)
  • Meilisearch is optional — full-text search is wired in chapter 3 but the app runs without it

Chapters

  1. Schema — define objects and register them
  2. Backend — wire NestJS with the runtime adapter
  3. Views — build list and detail views
  4. Permissions — add roles and field-level guards

First component

Mount the SchemaClientProvider and render a records view for a registered object.

Chapter 1 — schema

Define contact and company objects with attributes, a relation, and register them.

On this page

Example repositoryPrerequisitesChapters