How to Build your Own CRM in Yoroflow?

Nowadays, more and more people rely on digital platforms to get things done. Why? Because they make stuff easier. Letting go of paper invoices, communicating with your customers directly via social media, and using sales CRM tools make businesses more successful.   

However, what about all those cycles that are so difficult to track? You could always try establishing your own CRM system!  

What is a CRM?

A CRM, or customer relationship management system, is a software application designed to manage customer relations. It helps companies manage customer data and interactions, ensuring that customers receive the best service possible.

There are a lot of CRM applications available on the market, but not all of them are created equal. We’ve put together a step-by-step guide to help you choose the best CRM for your business 

If you want to learn more about building your own CRM in Yoroflow, or if you have any questions, don’t hesitate to contact our support team at 

Why do you need a CRM?

CRMs can help businesses manage customer relationships more effectively.  

They can help you track what customers want and how you can best serve them to make more money.

Plus, CRMs come in all shapes and sizes, so there’s sure to be one perfect for your business.  

How to build your own CRM in Yoroflow?

Creating a CRM system can be very rewarding, and you can do it on your own with the right tools. In this guide, we’ll take you through the process of building your own CRM system in Yoroflow, step by step. We’ll explain the different components that make up a CRM system and provide tips on creating a functional system from scratch using a board.
Yoroflow’s taskboard is an intelligent way for you to visually manage work by sorting tasks into columns as per their work status. It enables you to take in data stored on board in a new way, allowing teams to focus on their essential tasks continuously
If you want to set up your own CRM in Yoroflow, we’ve got the perfect guide! In this article, we’ll walk you through setting up a CRM on Yoroflow, from creating a new account to importing contacts.
First things first: create an account on Yoroflow! To do this, click on the “Sign In” button at the top of any page on Yoroflow, and enter your email address and password. Once you’ve logged in, click on the “Settings” tab in the header bar at the top of your screen. Here, you’ll find all the settings for your account, including your username and password. Ensure everything is correct before clicking on the “Save Changes” button at the bottom of the Settings tab.  

Now that you’ve created an account, it’s time to create a new CRM! 

Switch Product

Step 1: Switch to the Yoro account.

Step 2: In the dashboard, tap the template centre to see all the marketing and sales templates

Popular Sales and Marketing Templates in Yoroflow:

  • Lead management  
  • CRM  
  • Sales Pipeline  
  • Blog Management  
  • SMS Marketing  
  • Event Planning  
  • Client Invoice Tracker  
  • Campaigns Budget Tracker  
  • Keyword Research  
  • Social Media Post Scheduler Form  
Choose Template
Step 3: Taskboard owners can create a new CRM template from scratch, or else they can use the existing CRM template.
Board Configuration

Step 4: If the taskboard owner wants to create their own CRM, they must configure the taskboard using the taskboard name and key along with the description

Example of CRM Taskboard’s Column Name:

  • Enquires  
  • Lead  
  • Deal  
  • Prospects  
  • Lost  
  • Sales  

Step 5: A preview of the created task board with chosen color is displayed. You will get the Form Identifier unless you can create or select the form. After that, Task ID has generated. Now, Taskboard owner can confirm their board creation.

Board Properties

Step 6: Using the ‘Rename the Column’ option in Yoroflow, the board owner can rename it using the New Column Name. The existing name will get replaced by a new column name.

There is a ‘Column Security’ option available. Using this, you can permit users who will access the specific column.

The ‘Color‘ of the column from the Color Slider to choose a custom color

Use the ‘Manage Sub Status’ option to add, rename, and delete the sub status whenever required.   

Automate CRM

Step 7: Yoroflow’s sales automation allows you to earn the trust of your prospects and deliver a better customer experience in the process, such as Auto Assign, Notification, SLA escalation, and Event-based Automation. 


Step 8: Connect Yoroflow with 100+ third-party apps to automate your business workflows and stay efficient at work. Ex: Twilio, Outlook, Gmail, Zoom, MS Teams, Aircall, etc.,


Step 9: Turn your data into insightful reports and analytics. Deliver insight and drive efficiency with Yoroflow’s automated reports and deep analysis system. Taskboard owners can filer the report based on user, status, priority, and task-based widgets. 

Build Reports

Step 10: Creating custom reports offers access to the exact information while enabling the users to connect with data through functionalities. Also, Yoroflow allows you to export the reports.

This is how Taskboard owner can create their own CRM in Yoroflow.

Tips for building your own CRM in Yoroflow

  1. Set up a system for collecting data from your customers. This means collecting information such as names, addresses, and contact information. You’ll also need to track what products and services they’ve purchased from you and when. 
  2. Create profiles for your customers so you can better understand their needs. For instance, develop a profile for a happy customer who has always been satisfied with your products and services and one for a dissatisfied customer who has had multiple interactions with you about problems with your product or service.
  3. Keep track of how much money each customer spends with you. This data can help you determine which products and services are selling well and which need improvement. 
  4. Analyze the data collected in Step 2 to see how you can improve your services or products based on your customers’ needs. 

Choosing which version of Yoroflow you should use

Choosing which version of Yoroflow’s CRM automation tool you should use can be overwhelming but don’t worry; we’re here to help! This article will break down the different versions and tell you which one is right for you.
Yoroflow Business

The Yoroflow Business plan is perfect for you if you’re starting out! This plan lets you access our features and tools, including our CRM platform. This plan comes with a free trial, so you can try it out before deciding.

Yoroflow Standard

If you’re looking for more features and flexibility, the Yoroflow Standard plan is for you! With this plan, you’ll gain access to our messaging features, custom domains and 50 GB storage, and our CRM platform. This plan also comes with a free trial, so you can try it out before deciding.

Yoroflow Pro
If you’re looking for the ultimate in CRM functionality, then the Yoroflow Pro plan is what you’re looking for! With this plan, you’ll gain access to our proprietary sales CRM tools with unlimited storage and CRM platform.

Building your own CRM in Yoroflow made easy!

If you want to start your own CRM company, this guide is for you! In this article, we will walk you through how to set up your very own CRM with Yoroflow. Whether you’re looking to start a small business or want to improve your existing customer relationships, our CRM is the perfect solution for you