Blog

Guides

Every article filed under Guides. We write about how a company builds its own system without needing a developer to do it.

What a CRM you can edit yourself looks like. In 20 minutes.

Three concrete edits that mean a support ticket and a wait in an off-the-shelf CRM: adding a custom field, reordering the sales stages and hiding prices from part of the team. Here's what they look like when they're settings.

Why your newsletter's open rate is lying to you

Email opens aren't actually measured - what gets measured is an invisible image loading. We explain, without unnecessary technicality, why today's open-rate number is inflated and which metric holds up in its place.

A data model that grows with the team

How to design databases, relations, formulas and views in Apexloop so the workspace can handle CRM, projects, invoices and internal processes without dead ends.

Document pages as work centres

A page in Apexloop is not just text. It can contain databases, dashboards, media, QR codes, buttons, shortcuts, print templates and email content.

Reporting via view columns and formulas

Rollups in Apexloop are built from relations, filtered view columns and formula cascades. This lets you calculate project or company status from the lowest level of data.

Email, forms and chat in the context of a record

Communication in Apexloop doesn't happen alongside work. Forms create records, emails are mapped to databases, attachments belong in file columns and chat stays with the page or record.

Print reports from live data

How to create PDF invoices, proposals, protocols, reports and newsletters from Apexloop databases, document pages, placeholders, QR codes and automations.