How to Set Up Your Custom CRM in Atwork in Under 15 Minutes

CRM, Templates
4 min read
atwork custom crm

Get started fast with a plug-and-play CRM or build your own—no code required.

Managing your customers shouldn’t feel like managing software. With Atwork custom CRM, you can go from “we need a CRM” to “we’re closing deals” in under 15 minutes.

Whether you want a plug-and-play solution or prefer building from scratch, Atwork gives you both options—with full flexibility and zero coding.

⚡ Option 1: Install the Ready-Made CRM Module (Fastest Start)

Don’t want to build your CRM structure from the ground up?
You don’t have to.

Atwork offers a pre-built CRM module that includes:

  • Lead and customer tracking sheets
  • Sales pipelines with visual stages
  • Key fields like status, value, source, contact info
  • Basic automations and views
  • Fully customizable structure

You can install it in a single click from the Atwork template library. Once added to your workspace, you’re free to customize it however you like—rename fields, change statuses, update automations, or add AI agents to make it smarter.

✅ Perfect for:

  • Teams that need a CRM today
  • Founders who want speed with flexibility
  • Users looking for a shortcut without sacrificing customization

🛠 Option 2: Build Your custom CRM from Scratch (DIY in 15 Minutes)

Want to design your CRM exactly how you imagine it?
Here’s how to build it step by step inside Atwork—no devs, no code, just logic.

Step 1: Create a New CRM Sheet (2 Minutes)

Start by creating a new sheet in your workspace. Click “+ New Sheet”, give it a name like “Sales CRM” or “Client Tracker,” and select the table view as your default.

This will act as your core CRM database.

You’ll be able to add custom fields, views, filters, automations, and AI agents to this sheet later.

Step 2: Add Your CRM Fields (5 Minutes)

Now it’s time to define what data your CRM will track. Think about your workflow and what details matter most.

Start adding columns like:

  • Full Name or Company Name
  • Email / Phone
  • Deal Stage – Use a dropdown: New, Contacted, Qualified, Won, Lost
  • Deal Value – Use number format
  • Lead Source – e.g. LinkedIn, Website, Referral
  • Assigned To – Internal owner or rep
  • Next Follow-up Date
  • Notes or Summary

Everything is drag-and-drop and fully editable later. You can even use formulas, tags, and conditional colors to make your CRM easier to navigate.

Step 3: Switch to a Pipeline View (2 Minutes)

Now that you’ve created your sheet and fields, let’s visualize it.

Add a new view and choose “Kanban” or “Board.”
Set the grouping to Deal Stage or whatever status field you added.

Boom—now you have a clean pipeline that shows deals moving across your stages. You can drag cards between stages, and everything stays synced with your sheet.

You can create multiple views for:

  • Sales reps
  • Customer success
  • Priority deals
  • Recently contacted leads

Views can be filtered, shared, or locked by role.

Step 4: Add Automations to Save Time (3 Minutes)

Next, let’s automate repetitive tasks. Head over to the “Automation” tab in your sheet.

Here are a few quick automations to start with:

  • New deal added → Assign to a rep
  • Stage = Won → Send Slack notification
  • Follow-up date = Today → Create task reminder
  • High-value deal → Notify manager or trigger email sequence

All of this is done visually—no code, no integrations required.

And if you want more powerful cross-platform automations, Atwork integrates with Make, Zapier, and custom webhooks.

Step 5: Supercharge It With AI Agents (Optional but Powerful – 3 Minutes)

Want your CRM to think with you?

Assign an AI Agent to your sheet to take things to the next level.

  • Brian (AI Analyst) → Analyzes pipeline data, identifies trends, and surfaces insights
  • Noto (AI Content Creator) → Writes follow-up emails, notes, summaries, and outreach drafts
  • Formia (AI Form Architect) → Recommends a better structure and fields for your CRM

Agents act like digital teammates—they work 24/7, never miss a follow-up, and help you move faster with less guesswork.

You can trigger them with automations, interact via chat, or assign them specific responsibilities inside your workspace.

Bonus Tips 💡

  • Import Your Existing Spreadsheet: Got your lead list in Excel or Google Sheets? Just import it and map your columns.
  • Create a Public Lead Capture Form: Use Atwork’s Form Builder to collect leads directly into your CRM.
  • Collaborate with Your Team: Assign tasks, leave comments on deals, mention teammates, and keep everything centralized.

🚀 Start Now, Scale Later

Atwork CRM isn’t just about building something once—it’s about creating a system that can grow and evolve with you.

Start small, get your core structure running in 15 minutes, and build on it as you go:

  • Add new automations
  • Expand to customer success
  • Bring in marketing workflows
  • Customize views for each role
  • Introduce advanced dashboards and reporting

With full no-code flexibility and smart AI assistants, your CRM becomes a living system, not a static tool.

Ready to Start?

Whether you install the instant CRM module or build your own from scratch, Atwork gives you the power to move fast and stay organized.

👉 Try Atwork CRM today and build your perfect workflow—your way.
Start now at Atwork.io

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