Learn the step-by-step process to building a custom CRM like Salesforce without touching a single line of code.
Learn how to build your own Salesforce clone without touching a single line of code. This course covers the step-by-step process of creating a custom CRM that’s ready to launch. Utilizing Bubble’s no-code platform, it explains the exact workflows you’ll need to replicate Salesforce’s product.
What you’ll learn
- How to build your own custom CRM like Salesforce without writing a single line of code.
- An overview of Bubble’s no-code toolset.
- How to set up your own custom database.
- How to register new team member accounts.
- How to add new customers and prospects into your CRM.
- How to display a list of customers in your CRM and create search filters.
- How to create a customer profile page to view and update their account details.
- How to create and display an activity log on a customers account page.
- How to building a dashboard to visualize CRM data.
- Additional tips & insights to help on your Bubble journey.
Course Content
- Getting started with Bubble –> 1 lecture • 2min.
- Configuring your database –> 1 lecture • 20min.
- EXTRA: Bubble responsive design –> 1 lecture • 4min.
- Registering team member accounts –> 1 lecture • 14min.
- Adding new customer entries within your CRM –> 1 lecture • 16min.
- Creating a CRM home page –> 1 lecture • 31min.
- Creating dynamic customer account pages –> 1 lecture • 25min.
- Creating an internal activity log on customer accounts –> 1 lecture • 21min.
- Visualizing CRM data –> 1 lecture • 25min.
- Wrapping up –> 1 lecture • 4min.
Requirements
Learn how to build your own Salesforce clone without touching a single line of code. This course covers the step-by-step process of creating a custom CRM that’s ready to launch. Utilizing Bubble’s no-code platform, it explains the exact workflows you’ll need to replicate Salesforce’s product.
Throughout 9 course modules, I’ll cover the process of building the following core features:
- Getting started with Bubble
- Configuring your database
- Registering user accounts
- Adding new customer entries within your CRM
- Displaying a list of customers and adding search filters
- Creating a customer profile page to view and update their account details
- Adding and displaying an activity log on a customers account page
- Building a dashboard to visualize CRM data
- Additional tips & insights to help on your Bubble journey
By the end of this course, you’ll have a working product that can be used to build your own startup, knowledge on how to build a Salesforce clone for freelance clients, and new skills to expand your Bubble experience.
2022 update: This course now comes with free access to a flexbox responsive design masterclass. Learn how to master the new responsive engine before bringing your app to life.
Learn from an experienced Bubble developer & coach who has helped multiple founders build successful apps without code.
In 2020, I worked directly with the Bubble team to write their ‘How-to build’ blog series. Each instalment 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.