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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

► Are you interested in joining our small business community?
Join us to receive actionable tips, tutorials and tools to grow your small business online (Subscribe to our email list) or join our exclusive community here: https://mailchi.mp/71ac3fcdbfdf/stewart-gauld

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

Build Your Own No-Code CRM with Google Sheets and Softr (Beginners Guide)

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