Back4app is the backend behind CRM apps. For .NET you get the Parse .NET SDK with Task, async/await, and typed ParseObject for Contact, Deal, Activity—no server to write or host.

.NET Template

CRM App Backend Template
.NET — Schema, API & AI Guide

Q: Why use Back4app for a .NET CRM app?

Back4app fits .NET CRM: Parse .NET SDK with Task and async/await, typed access to Deal and Contact, and Live Queries for pipeline updates.

Q: How do I assign deals to the current user in .NET?

Set assignedTo to ParseUser.CurrentUser when creating a deal. Use WhereEqualTo("assignedTo", currentUser) to list that user's deals.

A production-ready .NET CRM backend schema and Starter Kit on Back4app: Contact, Company, Deal, Activity, pipeline stages, ER diagram, data dictionary, JSON schema, API playground, and a one-click AI Agent prompt to deploy in minutes.

Build with AI Agent

Key Takeaways

On this page you get a production-ready CRM schema, a one-click AI prompt, and step-by-step .NET code — so you can ship a CRM app without building the backend.

Deploy in minutes — Paste the AI Agent prompt and get a running app with contacts, companies, deals, and pipeline.
Secure by default — ACLs and role-based access so users see only their assigned deals and data.
.NET-native SDK — Typed objects, async/await, offline pinning, and Live Queries for pipeline updates.
REST + GraphQL — Both APIs auto-generated; filter deals by stage, list activities by relatedTo.
Five classes — _User (built-in), Company, Contact, Deal (pipeline), Activity (tasks/events).

What Is the .NET CRM API Template?

Back4app's .NET CRM template provides the Parse .NET SDK with Task and async/await, nullable reference types, and typed access to Deal, Contact, and Activity. Build C# clients or backend services that query by stage, assign deals to users, and subscribe to Live Queries. Enterprise-ready without hosting your own CRM API.

Best for:

Sales teamsCRM buildersRapid prototypingField repsMVP launchesTeams choosing a BaaS for CRM

Overview

.NET clients and services can use the Parse .NET SDK to connect to Back4app's CRM backend. Typed ParseObject, async FindAsync and SaveAsync, and optional Live Queries for pipeline updates. No custom REST client required.

The schema — _User, Company, Contact, Deal, Activity — is the same as for other stacks. Use ParseObject.GetQuery("Deal").WhereEqualTo("stage", "qualified").FindAsync() and assign deals to ParseUser.CurrentUser; Back4app enforces permissions.

Core CRM Features

.NET CRM API with C# and the Parse SDK: contact management, deal pipeline, Task-based async, and built-in user and ACL support for enterprise-ready backends.

Contact management

Store and manage contacts with name, email, phone, company, and notes. Ideal for .NET apps.

Company management

Track companies with name, website, industry, and address. Links to contacts and deals.

Deal pipeline

Sales pipeline with stages, amount, expected close date, and assignment. Built for .NET backends.

Activity tracking

Log calls, emails, meetings, and notes linked to contacts and deals. Works with .NET SDK.

User & permissions

Built-in user model and pointers for ownership and assignment. ACLs out of the box for .NET.

Why Build Your .NET CRM Backend with Back4app?

Back4app fits .NET shops that need a reliable, deployable CRM backend without managing infrastructure.

•Parse .NET SDK: Use the official Parse SDK with Task and async/await; typed ParseObject and queries keep your C# code type-safe for Contact, Deal, Activity.
•Enterprise stability: Deploy your .NET app against a hosted backend; Back4app handles scaling and availability.
•Fits existing tooling: Integrate with Entity Framework patterns or use the SDK alone; REST and GraphQL available for other clients.

Fits .NET shops building CRM or sales tools with standard async patterns.

Core Benefits

A production-ready CRM backend so you can ship faster and focus on your app.

Ship Faster, No Backend Code

REST & GraphQL APIs and a ready-to-use schema — connect your app and go.

Secure by Default

ACLs and class-level permissions; restrict by assignedTo and createdBy.

Real-Time Pipeline

Live Queries over WebSockets for instant deal and activity updates.

Built-In Auth

User sign-up, login, and session handling out of the box.

Works Offline

Local pinning keeps contacts and deals available offline and syncs when you reconnect.

Deploy in Minutes

Use the AI Agent to create and deploy your CRM app from this template.

Ready to try it?

Let the Back4app AI Agent create your CRM app backend, connect the .NET frontend, and deploy — all from a single prompt.

Build with AI Agent Try the API Playground

Free to start — 50 AI Agent prompts/month, no credit card required

Technical Stack

Everything powering this CRM app template at a glance.

Frontend

.NET

Backend

Back4app

Database

MongoDB

Auth

Auth & Access Control

APIs

REST & GraphQL

Deployment

AI Agent / Dashboard

ER Diagram

Entity-Relationship diagram for the .NET CRM app data model.

ER Diagram

View diagram source

Mermaid

erDiagram
    _User {
        String objectId PK
        String username
        String email
        String password
        Date createdAt
        Date updatedAt
    }

    Company {
        String objectId PK
        String name
        String website
        String industry
        String address
        String notes
        Pointer createdBy FK
        Date createdAt
        Date updatedAt
    }

    Contact {
        String objectId PK
        String name
        String email
        String phone
        Pointer company FK
        String notes
        Pointer createdBy FK
        Date createdAt
        Date updatedAt
    }

    Deal {
        String objectId PK
        String title
        Number amount
        String stage
        Pointer contact FK
        Pointer company FK
        Date expectedCloseDate
        String notes
        Pointer assignedTo FK
        Date createdAt
        Date updatedAt
    }

    Activity {
        String objectId PK
        String type
        String subject
        String description
        Date dueDate
        Date completedAt
        Pointer relatedTo FK
        Pointer createdBy FK
        Date createdAt
        Date updatedAt
    }

    Company ||--o{ Contact : "has"
    Company ||--o{ Deal : "has"
    Contact ||--o{ Deal : "has"
    _User ||--o{ Deal : "assignedTo"
    _User ||--o{ Activity : "createdBy"
    Contact ||--o{ Activity : "relatedTo"
    Deal ||--o{ Activity : "relatedTo"
    _User ||--o{ Company : "createdBy"
    _User ||--o{ Contact : "createdBy"

Integration Flow

Auth-to-CRUD sequence: how your .NET app talks to Back4app — login, then query contacts and deals, update pipeline.

ER Diagram

View diagram source

Mermaid

sequenceDiagram
  participant User
  participant App as .NET App
  participant Back4app as Back4app Cloud

  User->>App: Login
  App->>Back4app: ParseUser.LogInAsync(username, password)
  Back4app-->>App: Session token
  App-->>User: Logged in

  User->>App: Load contacts and deals
  App->>Back4app: ParseObject.GetQuery("Deal").FindAsync() or GetQuery("Contact").FindAsync()
  Back4app-->>App: IEnumerable<ParseObject>
  App-->>User: Show pipeline

  User->>App: Create deal or contact
  App->>Back4app: deal.SaveAsync() or contact.SaveAsync()
  Back4app-->>App: Deal (ObjectId)
  App-->>User: Updated list

Data Dictionary

Complete field reference for every class in the schema.

Field	Type	Description	Required
objectId	String	Auto-generated unique identifier	auto
name	String	Full name of the contact
email	String	Email address	—
phone	String	Phone number	—
company	Pointer<Company>	Company this contact belongs to	—
notes	String	Free-form notes	—
createdBy	Pointer<_User>	User who created this contact	—
createdAt	Date	Auto-generated creation timestamp	auto
updatedAt	Date	Auto-generated last-update timestamp	auto

9 fields in Contact

Security & Permissions

How ownership, ACLs, and class-level permissions protect data in this CRM schema.

Row-Level ACLs

Use ACLs and pointers (assignedTo, createdBy) so users only see and edit their assigned deals and related data.

Class-Level Permissions

CLPs restrict which roles or users can create, read, update, or delete objects at the class level.

Pointer-Based Ownership

Deal.assignedTo and Activity.createdBy link to _User; Cloud Code can enforce visibility and edits by role.

Schema (JSON)

Raw JSON schema definition — copy and use in your Back4app app or import via the API.

JSON

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{
  "classes": [
    {
      "className": "Contact",
      "fields": {
        "objectId": {
          "type": "String",
          "required": false
        },
        "name": {
          "type": "String",
          "required": true
        },
        "email": {
          "type": "String",
          "required": false
        },
        "phone": {
          "type": "String",
          "required": false
        },
        "company": {
          "type": "Pointer",
          "targetClass": "Company",
          "required": false
        },
        "notes": {
          "type": "String",
          "required": false
        },
        "createdBy": {
          "type": "Pointer",
          "targetClass": "_User",
          "required": false
        },
        "createdAt": {
          "type": "Date",
          "required": false
        },
        "updatedAt": {
          "type": "Date",
          "required": false
        }
      }
    },
    {
      "className": "Company",
      "fields": {
        "objectId": {
          "type": "String",
          "required": false
        },
        "name": {
          "type": "String",
          "required": true
        },
        "website": {
          "type": "String",
          "required": false
        },
        "industry": {
          "type": "String",
          "required": false
        },
        "address": {
          "type": "String",
          "required": false
        },
        "notes": {
          "type": "String",
          "required": false
        },
        "createdBy": {
          "type": "Pointer",
          "targetClass": "_User",
          "required": false
        },
        "createdAt": {
          "type": "Date",
          "required": false
        },
        "updatedAt": {
          "type": "Date",
          "required": false
        }
      }
    },
    {
      "className": "Deal",
      "fields": {
        "objectId": {
          "type": "String",
          "required": false
        },
        "title": {
          "type": "String",
          "required": true
        },
        "amount": {
          "type": "Number",
          "required": false
        },
        "stage": {
          "type": "String",
          "required": false
        },
        "contact": {
          "type": "Pointer",
          "targetClass": "Contact",
          "required": false
        },
        "company": {
          "type": "Pointer",
          "targetClass": "Company",
          "required": false
        },
        "expectedCloseDate": {
          "type": "Date",
          "required": false
        },
        "notes": {
          "type": "String",
          "required": false
        },
        "assignedTo": {
          "type": "Pointer",
          "targetClass": "_User",
          "required": false
        },
        "createdAt": {
          "type": "Date",
          "required": false
        },
        "updatedAt": {
          "type": "Date",
          "required": false
        }
      }
    },
    {
      "className": "Activity",
      "fields": {
        "objectId": {
          "type": "String",
          "required": false
        },
        "type": {
          "type": "String",
          "required": false
        },
        "subject": {
          "type": "String",
          "required": false
        },
        "description": {
          "type": "String",
          "required": false
        },
        "dueDate": {
          "type": "Date",
          "required": false
        },
        "completedAt": {
          "type": "Date",
          "required": false
        },
        "relatedTo": {
          "type": "Pointer",
          "required": false
        },
        "createdBy": {
          "type": "Pointer",
          "targetClass": "_User",
          "required": false
        },
        "createdAt": {
          "type": "Date",
          "required": false
        },
        "updatedAt": {
          "type": "Date",
          "required": false
        }
      }
    },
    {
      "className": "_User",
      "fields": {
        "objectId": {
          "type": "String",
          "required": false
        },
        "username": {
          "type": "String",
          "required": true
        },
        "email": {
          "type": "String",
          "required": true
        },
        "password": {
          "type": "String",
          "required": true
        },
        "createdAt": {
          "type": "Date",
          "required": false
        },
        "updatedAt": {
          "type": "Date",
          "required": false
        }
      }
    }
  ]
}

Build with AI Agent

Use the Back4app AI Agent to build a real CRM app from this template: it will create the frontend, the backend (this schema, auth, and APIs), and deploy it — no manual setup. The prompt below describes this CRM stack so the Agent can generate a production-ready app in one go.

Back4app AI Agent

Ready to build

Create a CRM app on Back4app with this exact schema and behavior.

Schema:
1. _User (use Back4app built-in): username (String, required), email (String, required), password (String, required); objectId, createdAt, updatedAt (system).
2. Company: name (String, required), website (String), industry (String), address (String), notes (String), createdBy (Pointer to _User); objectId, createdAt, updatedAt (system).
3. Contact: name (String, required), email (String), phone (String), company (Pointer to Company), notes (String), createdBy (Pointer to _User); objectId, createdAt, updatedAt (system).
4. Deal: title (String, required), amount (Number), stage (String; e.g. lead, qualified, proposal, negotiation, won, lost), contact (Pointer to Contact), company (Pointer to Company), expectedCloseDate (Date), notes (String), assignedTo (Pointer to _User); objectId, createdAt, updatedAt (system).
5. Activity: type (String; e.g. call, email, meeting, note), subject (String), description (String), dueDate (Date), completedAt (Date), relatedTo (Pointer to Contact or Deal), createdBy (Pointer to _User); objectId, createdAt, updatedAt (system).

Security:
- Set ACLs so only authenticated users can access data; use role-based or owner-based rules where appropriate (e.g. assignedTo, createdBy).
- Use Class-Level Permissions so only authenticated users can create/read/update/delete these classes.

Auth:
- Sign-up (username, email, password) and login; support logout/session.

Behavior:
- Full CRUD for Company, Contact, Deal, and Activity.
- List deals with filter by stage and order by expectedCloseDate or updatedAt (pipeline view).
- List activities by relatedTo (Contact or Deal).
- Optional: real-time Live Queries for Deal and Activity for dashboard/pipeline updates.
- Optional: offline pinning for mobile (Contacts, Deals, Activities).

Deliver:
- Create the Back4app app with the schema above, ACLs, and any Cloud Code needed.
- Generate the frontend and connect it to this backend; deploy so the app is runnable end-to-end.

Press the button below to open the Agent with this template's prompt pre-filled.

Deploy in minutes50 free prompts / monthNo credit card required

API Playground

Try the REST and GraphQL endpoints for the CRM schema. Responses from the example data above — no Back4app account needed.

Loading playground…

Uses the same CRM schema (Contact, Company, Deal, Activity) as this template.

Step-by-Step .NET Integration

Connect to your Back4app backend from a .NET app using the Back4app .NET SDK.

Step 1: Install Back4app .NET SDK
Add the Back4app SDK for your stack (e.g. npm, pubspec, or package manager).
C#
1
```
dotnet add package Parse
```

Step 2: Initialize Back4app in your app

Initialize the Back4app SDK at app startup with your App ID and server URL.

// Startup or Program.cs
ParseClient.Initialize(new ParseClient.Configuration
{
    ApplicationId = "YOUR_APP_ID",
    Server = "https://parseapi.back4app.com/",
    WindowsKey = "YOUR_WINDOWS_KEY" // or use Key for REST
});

Step 3: Query contacts and deals

Use the SDK to fetch Contact and Deal objects; filter deals by stage for the pipeline.

public static async Task<IEnumerable<ParseObject>> GetDealsAsync(string stage = "qualified")
{
    var query = ParseObject.GetQuery("Deal")
        .WhereEqualTo("stage", stage)
        .OrderBy("expectedCloseDate");
    return await query.FindAsync();
}
public static async Task<IEnumerable<ParseObject>> GetContactsAsync()
{
    return await ParseObject.GetQuery("Contact").FindAsync();
}

Step 4: Create a contact or deal

Create a new Contact or Deal with the required fields and pointers (company, contact, assignedTo), then save.

public static async Task<ParseObject> CreateDealAsync(string title, string stage = "lead", double? amount = null)
{
    var deal = new ParseObject("Deal");
    deal["title"] = title;
    deal["stage"] = stage;
    if (amount.HasValue) deal["amount"] = amount.Value;
    await deal.SaveAsync();
    return deal;
}
public static async Task<ParseObject> CreateContactAsync(string name, string email = null, string phone = null)
{
    var contact = new ParseObject("Contact");
    contact["name"] = name;
    if (!string.IsNullOrEmpty(email)) contact["email"] = email;
    if (!string.IsNullOrEmpty(phone)) contact["phone"] = phone;
    await contact.SaveAsync();
    return contact;
}

Step 5: Update deal stage and activities

Update Deal.stage when moving in the pipeline; create and list Activity by relatedTo.

public static async Task UpdateDealStageAsync(string objectId, string stage)
{
    var deal = await ParseObject.GetQuery("Deal").GetAsync(objectId);
    deal["stage"] = stage;
    await deal.SaveAsync();
}

public static async Task DeleteDealAsync(string objectId)
{
    var deal = await ParseObject.GetQuery("Deal").GetAsync(objectId);
    await deal.DeleteAsync();
}

Full Data Model

Copy a complete CRM model for type-safe serialization (e.g. class, interface, or type definition).

// Deal.cs — matches Back4app schema
public class Deal
{
    public string? ObjectId { get; set; }
    public string Title { get; set; } = "";
    public double? Amount { get; set; }
    public string Stage { get; set; } = "lead";
    public DateTime? ExpectedCloseDate { get; set; }
    public ParseObject? Contact { get; set; }
    public ParseObject? Company { get; set; }
    public ParseUser? AssignedTo { get; set; }
    public DateTime? CreatedAt { get; set; }
    public DateTime? UpdatedAt { get; set; }

    public static Deal From(ParseObject obj) => new Deal
    {
        ObjectId = obj.ObjectId,
        Title = obj.Get<string>("title") ?? "",
        Amount = obj.Get<double?>("amount"),
        Stage = obj.Get<string>("stage") ?? "lead",
        ExpectedCloseDate = obj.Get<DateTime?>("expectedCloseDate"),
        Contact = obj.Get<ParseObject>("contact"),
        Company = obj.Get<ParseObject>("company"),
        AssignedTo = obj.Get<ParseUser>("assignedTo"),
        CreatedAt = obj.CreatedAt,
        UpdatedAt = obj.UpdatedAt
    };
}

Frequently Asked Questions

Common questions about the CRM app backend template.

What is Back4app?

Why use Back4app for a .NET CRM app?

How do I query deals by stage in C#?

How do I assign deals to the current user in .NET?

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Join the community building the future of apps

Ready to Build Your CRM App?

Start your .NET project in minutes. No credit card required.

Build with AI Agent

CRM App Backend Template.NET — Schema, API & AI Guide

Key Takeaways

What Is the .NET CRM API Template?

Overview

Core CRM Features

Contact management

Company management

Deal pipeline

Activity tracking

User & permissions

Why Build Your .NET CRM Backend with Back4app?

Core Benefits

Ship Faster, No Backend Code

Secure by Default

Real-Time Pipeline

Built-In Auth

Works Offline

Deploy in Minutes

Ready to try it?

Technical Stack

ER Diagram

Integration Flow

Data Dictionary

Security & Permissions

Row-Level ACLs

Class-Level Permissions

Pointer-Based Ownership

Schema (JSON)

Build with AI Agent

API Playground

Step-by-Step .NET Integration

Step 1: Install Back4app .NET SDK

Step 2: Initialize Back4app in your app

Step 3: Query contacts and deals

Step 4: Create a contact or deal

Step 5: Update deal stage and activities

Full Data Model

Frequently Asked Questions

Trusted by developers worldwide

Ready to Build Your CRM App?

CRM App Backend Template
.NET — Schema, API & AI Guide