Step 1 — Set up the CRM project

This tutorial builds a small customer relationship management app on Liberty Next, in six steps: screens, lists of values, a dashboard, roles, the AI assistant and a scheduled job. Everything is done from Settings.

This first step prepares the database and creates the crm connector.

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At a glance

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What we're building

Step	We add	What it teaches
1 — Setup (this page)	Tables, sample data, the crm connector.	Pools and connectors.
2 — Customers	The Customers screen and the app's menu.	Queries generated from a table, screens, menus.
3 — Deals	Deals linked to customers, with their activities in a tab.	Dictionary, lists of values, nested tabs.
4 — Dashboard	A pipeline dashboard.	KPIs, charts, the period.
5 — Roles	Roles, users, a data scope, company sign-in.	Who sees what.
6 — AI and jobs	The AI assistant and a daily job.	Assistant, Nomaflow, notifications.

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Prerequisites

Need	Why
Liberty Next installed	See Installation.
A superuser account	Settings is reserved to superusers.
A SQL client	To create the tables — psql, DBeaver, or any client connected to the database of the default pool.

The default pool points at the bundled PostgreSQL database on a Docker install, or at a local SQLite file on a Python install without PostgreSQL. The SQL below is written for PostgreSQL; on SQLite, replace SERIAL with INTEGER.

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Create the tables

CREATE TABLE customers (
  id            SERIAL PRIMARY KEY,
  name          VARCHAR(255) NOT NULL,
  industry      VARCHAR(64),
  country       VARCHAR(2),
  status        VARCHAR(16) NOT NULL DEFAULT 'ACTIVE',
  primary_email VARCHAR(255),
  created_by    VARCHAR(64),
  created_at    TIMESTAMP,
  updated_by    VARCHAR(64),
  updated_at    TIMESTAMP
);

CREATE TABLE deal_stages (
  code  VARCHAR(16) PRIMARY KEY,
  label VARCHAR(64) NOT NULL,
  ord   INTEGER NOT NULL
);

CREATE TABLE deals (
  id          SERIAL PRIMARY KEY,
  customer_id INTEGER NOT NULL REFERENCES customers(id),
  name        VARCHAR(255) NOT NULL,
  stage       VARCHAR(16) NOT NULL DEFAULT 'QUALIFIED' REFERENCES deal_stages(code),
  amount      DECIMAL(12,2) NOT NULL DEFAULT 0,
  close_date  DATE,
  owner       VARCHAR(64),
  updated_at  TIMESTAMP
);

CREATE TABLE activities (
  id          SERIAL PRIMARY KEY,
  deal_id     INTEGER NOT NULL REFERENCES deals(id),
  kind        VARCHAR(16) NOT NULL,
  notes       VARCHAR(2000),
  happened_at TIMESTAMP NOT NULL,
  recorded_by VARCHAR(64)
);

INSERT INTO deal_stages (code, label, ord) VALUES
  ('QUALIFIED', 'Qualified', 10), ('PROPOSAL', 'Proposal', 20),
  ('NEGOTIATION', 'Negotiation', 30), ('WON', 'Won', 40), ('LOST', 'Lost', 50);

INSERT INTO customers (name, industry, country, primary_email) VALUES
  ('ACME Industries', 'Manufacturing', 'FR', 'contact@acme.example'),
  ('Beta SARL',       'Logistics',     'FR', 'sales@beta.example'),
  ('Gamma SA',        'Services',      'BE', 'hello@gamma.example');

INSERT INTO deals (customer_id, name, stage, amount, close_date) VALUES
  (1, 'Annual contract renewal', 'PROPOSAL',     45000, '2026-11-15'),
  (1, 'Training package',        'QUALIFIED',     8500, '2026-12-10'),
  (2, 'Logistics platform',      'NEGOTIATION', 120000, '2026-11-30'),
  (3, 'Support contract',        'WON',          18000, '2026-10-05');

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Create the crm connector

A connector groups the queries of one database under a name. Once it has a menu, it becomes the crm app.

1. Open Liberty Next → Build → Connectors, click ＋ Connector.
2. Name crm, type SQL, pool default. Save.

The connector appears under Data sources in the left list: it has no menu yet. It moves to Apps in Step 2.

To work on another database than the framework's, first add a pool in Liberty Next → Administer → Pools with its URL, then pick it here — see Connectors.

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Check

Check	How
Tables created	SELECT count(*) FROM customers; returns 3.
Connector created	Liberty Next → Build → Connectors lists crm under Data sources.

→ Step 2 — Customers: the queries, the first screen and the menu.