Configure the CRM data model

Members with Manage CRM schema can open Workspace settings → CRM. Start with a template or build the model directly. A template preview shows every proposed Record Type, field, layout, and view before it writes anything.

On wider screens, use the section list beside the settings content to move between Getting started, Data model, Fields and layouts, Views, and Processes. On compact screens, choose the same sections from the selector above the content.

  1. Set the terminology your team uses for People, Organizations, and Records.
  2. Create Record Types and their ordered status pipelines.
  3. Add only the custom fields needed for decisions or automation.
  4. Arrange create, edit, detail, and quick-create field layouts.
  5. Create shared saved views for the team's daily work.
  6. Add lifecycle definitions, forms, segments, and automations after the core model is stable.

When you save a Record Type, field, relationship, layout, or view, the editor stays open until Bnder confirms the change. If saving fails, your entered values remain available so you can retry.

Bnder warns before Cancel, Escape, Back, or a CRM settings-section change would discard edited values. On desktop, press Cmd+S on macOS or Ctrl+S on Windows and Linux to save the active CRM form.

After a CRM change, Bnder confirms success or shows a clear error without hiding the form's existing guidance. Archiving a recoverable entry shows Undo for a short time so you can restore it immediately.

Formula, lookup, and rollup fields are calculated by Bnder and remain read-only. Connected-source ownership can also prevent manual edits to provider-managed values.

Access and plans

Permissions and plan entitlement are separate. View CRM, Manage CRM, Manage CRM schema, Manage connectors, Export CRM, and Merge CRM records control what a member may do. Paid seats add capacity or unlock paid actions but never grant permission automatically.

Free provides a small complete trial. Starter and Pro seats add shared records, schema, views, forms, segments, lifecycles, automations, and monthly automation runs.