How to Build a Custom CRM with User Segmentation in FlutterFlow

Define a segmented CRM data model with contacts collection (name, email, phone, company, status, source, tags array, assignedTo, lifetimeValue, lastContactedAt) plus a segments collection (name, conditions array of {field, operator, value}, memberCount, lastCalculatedAt). The tags array on each contact enables flexible grouping — unlike the basic CRM which uses a single status field, segmentation adds multi-dimensional filtering using combinable conditions like 'lifetimeValue > 100 AND status == active AND tags contains premium'.

Create a ContactsPage with a TextField for search at the top. Add ChoiceChips for status filtering: All, Lead, Prospect, Customer, Churned. Add a DropDown for sorting by name, date, or last contacted. Below, add a ListView with a Backend Query on contacts filtered by the selected status and sorted by the selected field. Each row shows the contact name, company, email, status as a colored badge, and lastContactedAt. Tap a contact to navigate to ContactDetailPage showing all fields plus an activity timeline: a second ListView querying activities filtered by contactId, ordered by timestamp descending. Add a FloatingActionButton to log a new activity with type DropDown and description TextField.

Create a SegmentsPage with a Button labeled Create Segment that opens a BottomSheet. The segment builder contains: a TextField for segment name and a dynamic conditions section. Use Page State to store a list of condition maps. Each condition row is a Row with three widgets: a DropDown for field (lastContactedAt, totalSpent, status, source, tags), a DropDown for operator (equals, not_equals, greater_than, less_than, contains, before_date, after_date), and a TextField for value. Add a plus IconButton to append a new empty condition row to the Page State list. Add a minus IconButton on each row to remove it. At the bottom, add a Calculate Segment button that calls a Cloud Function with the conditions array and a Save Segment button that writes the segment document to Firestore.

Write a Cloud Function named evaluateSegment that receives the segment ID and conditions array. The function queries all contacts from Firestore, evaluates each contact against all conditions using the specified operators, and collects matching contact IDs. It then batch-writes matching contacts to the segments/{segmentId}/members subcollection, clears any previous members that no longer match, and updates the segment document with the new memberCount and lastCalculatedAt timestamp. Create a second scheduled Cloud Function that runs daily to recalculate all active segments automatically so segment membership stays current as contact data changes.

On the SegmentsPage, add a ListView of all segments showing the segment name, memberCount as a badge, conditions summary, and lastCalculatedAt. Tap a segment to navigate to SegmentDetailPage showing the member list: a ListView querying the members subcollection, joined with contact data to show name, email, and status. Add a Bulk Actions Row at the top with buttons: Send Email (opens email composer for all members), Update Status (DropDown to set a new status on all members), and Export CSV (calls a Cloud Function to export member data). Add a BarChart Custom Widget on the SegmentsPage showing segment sizes side-by-side for comparison.