2023 UPDATE - INCLUDING FLEXBOX RESPONSIVE DESIGN
In this video, you’ll learn how to build a custom CRM like Salesforce, all without having to write a single line of code 🤯
Utilizing Bubble.io’s no-code platform, it explains the exact design and workflows you’ll need to replicate to bring your app to life.
✍️ You can access the working Notion doc and create a duplicate from this template: https://lachlan-kirkwood.notion.site/Salesforce-clone-Flexbox-4cdbbdfc7d5f422982f006e9c1f1e937
---
🚀 Interested in the full course? 🚀
Ready to save months having to build your app from scratch? If you'd like to uncover the full tutorial, you can purchase the complete course here: https://buildingwithbubble.com/how-to-build-crm-salesforce-no-code-bubble/
🔥 The full course covers: 🔥
1. Getting started with Bubble
2. Configuring your Salesforce database
3. Registering new user accounts
4. Building a login page
5. Building a user settings page
6. Inviting users to a sales team
7. Managing team members
8. Building the main CRM page
9. Creating a new customer
10. Filtering CRM data
11. Building the customer profile page
12. Editing customer details
13. Deleting a customer
14. Building a navigation menu
15. Building a customer activity log
16. Building a custom sales dashboard
17. Finishing up
---
👨💻 About me 👨💻
In 2020, I worked directly with the Bubble team to write their 'How-to build' blog series. Each installment shared written instructions on how to recreate popular products using their no-code tool. To simplify the building process, I've created my own video series to help guide you in a more engaging way.
Note: This video series has no direct affiliation with Bubble themselves. This is something I've created on my own.
---
⏱ Timeline ⏱
00:00 - Salesforce clone product demo
03:31 - Course overview
04:56 - Setting up your database
39:14 - Building the CRM page
1:13:48 - Creating new customers
1:35:16 - Creating a CRM filter
1:54:19 - Building a customer profile page
2:19:35 - Additional insights