Building a modern CRM in Ruby on Rails — Part 1

· Making Sense of Rails ·

2 min read Original article ↗

This is the first of a series of tutorials on building a Customer Relationship Management application using Ruby on Rails.

Catalin Ionescu

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Motivation

Building a Customer Relationship Management system is an extremely hot topic among software engineers nowadays. With the current health environment pushing more and more businesses to consider going online, the demand for CRMs is higher than ever.

While there are some prominent champions in this field (yes, of course, I’m talking about Salesforce), some businesses don’t want something as complex and expensive as that.

I’ve also noticed a trend recently, where people prefer using niche CRMs rather than generic solutions. The owner of a beauty clinic would rather use a CRM where the customer is called a client, where they can create a list of services and track their current product stocks. Any feature on top of it (like Referral tracking or Lead funnels) would be extraneous and likely require the owner to pay much more than she needs to.

This environment creates a lot of opportunities for engineers to build side hustles for very niche audiences. What is more, if you are a Ruby on Rails engineer (or if you are just willing to learn), there is a…