Building a Custom CRM with Bubble

Overview

• Goal: Create a custom CRM similar to Salesforce without coding using Bubble.
• Demo: Preview of the CRM functionalities to be built:
  • Account settings management.
  • Inviting team members.
  • Customer management (add, filter and view).
  • Dashboard with visual sales summaries.

Key Features of the CRM

• Account Management

  • Admin can manage personal and company details.
  • Ability to invite team members to the sales organization.

• Customer Management

  • Dashboard to view all customers under the user's company.
  • Add new customers through a simple form.
  • Filter customers by name or status.
  • View detailed activity on each customer.

• Sales Dashboard

  • Visual representation of leads, closed customers, and lost customers.
  • Real-time total sales values and filters by date range.

Introduction to Bubble

• No Code Tool: Bubble allows building applications without writing code.
• **Feature Set:
  • Create a custom database
  • Design interface
  • Visual workflows
  • Third-party service integration**
• Advantages of using Bubble over other no-code tools that require multiple integrations.

Database Setup

• Core Concepts:
  • Data Types: Represent entities (e.g., User, Company, Customer, Activity).
  • Data Fields: Attributes of each data type.
• Privacy Rules: By default, users can only see their own data; adjust when needed.

Custom Database Structure:

• Data Types:
  • Users, Company, Customer, Customer Activity.
• Data Fields: Each data type includes necessary fields (e.g., user name, company logo, customer contact details).
• Option Sets: Predefined lists for fields like account type and customer status to ensure data consistency.

Building the CRM Interface

• Creating the CRM Page: Use container layouts to structure the page vertically.
• Adding Functionalities: Include group elements, repeating groups to display customer information.

Navigation Menu:

• Build a navigation bar with filtering capabilities.

Creating Customer Management Features

• Add New Customer Pop-Up
  • Input fields to gather customer data and add into the database.
  • Create a button to trigger the workflow that adds the customer.
• Filter Functionality
  • Allows users to filter displayed customers by account name, status, or deal stage.

Individual Customer Page

• Create a dedicated page to display full details about each customer, with the ability to edit or delete customer data in upcoming modules.

Wrap-Up

• Future Steps: Continue building features, including editing customer details, navigation menu, and sales dashboard visualization.
• Resources: Link to further detailed learning on building with Bubble is available in the description.

Concluding Thoughts

• Emphasize the ease of building with Bubble and the advantages of the no-code approach.