In this DIY CRM tutorial for beginners, I walk you through how to build your own custom and no-code CRM using Softr and Google Sheets.
Softr is a powerful, no-code internal app and client portal platform that allows SME to build their own custom apps in minutes!
Simply connect a database and start building your intuitive tools.
This no-code app platform eliminates the need to use several standalone apps! Build all your business’s required apps with Softr.
✅ Get started with the Softr for free ➜
https://www.softr.io/templates/sales-crm/?utm_source=stewart_gauld&utm_medium=influencer&utm_campaign=stewart_sales_crm_june_2024
Use code STEWART1MONTH at the checkout and get 1 month of Softr’s Professional plan for FREE!
Thank you Softr for sponsoring this video and supporting our educational-based channel for people to enjoy our content for free!
► What do I like about Softr?
– Build unlimited no-code tools and apps.
– Visual app builder.
– No-code or experience is required.
– Connect your database in a few clicks.
– Professional internal tool templates.
– Extensive permission levels.
► Today we navigate through the below chapters for this Softr and Google Sheets CRM tutorial for beginners:
0:00 Intro
00:47 Getting started with Softr
00:58 What is Softr and how does it work?
02:29 No-code app templates
03:40 Connect Google Sheets
04:30 What is a CRM?
04:51 Customize your home page
07:25 CRM theme styles
07:40 Manage users and user groups
08:33 Google Sheets CRM database (template)
09:40 App settings
10:41 Customize CRM deals page
11:37 Customize CRM sales stages in Google Sheets
12:21 Mapping Google Sheets values (sales stages)
13:30 Add new fields
14:43 Add actions (buttons)
15:42 Block styles and visibility
16:27 Adding new blocks
17:51 Preview feature
19:52 Customising other CRM pages
20:08 Adding filters
21:08 Add new pages (form example)
23:36 Publish CRM
23:51 My final thoughts
24:52 Outro
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Let me know if you found this no-code CRM tutorial helpful. Also, if you require any help or support, make sure to get in touch with us today.
Thanks for watching and enjoy!
#softr #crm