Making my own CRM

Hi, 

Late to this thread but adding a perspective in case you're still working through this—or if someone else lands here with the same question.

The SharePoint + Power Apps route others mentioned is technically valid, but account hierarchy is one of the trickier things to model cleanly in SharePoint Lists. You can do it using a lookup column that references the same list (for example, a parent account linked to another row), then build cascading galleries in Power Apps to show subordinate accounts.

That said, getting to report and search to properly respect the hierarchy takes real effort. Maintaining it as the business grows can also become cumbersome.

If cost was the main reason for moving away from Dynamics 365, it may be worth considering HubSpot’s free CRM. It supports company parent/child relationships natively, lets you view associated contacts and deals under a parent account, and reporting works with the hierarchy out of the box without needing a custom build.

It’s not Dynamics, but for a small business it can cover a lot of similar ground without the licensing cost or implementation time.

Depending on where you landed since December 2023, happy to share how it compares with a SharePoint-based setup.

Happy to support and guide if that helpful.