How to Build a CRM Like Salesforce With No-Code using Bubble
Ready to save 3-5 months learning how to build your app from scratch?
This course teaches you how to build your own Salesforce clone without touching a single line of code. It 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.
Note: This complete course was created using the Flexbox responsive engine.
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Get The Full Course
- On-demand access to course
- 17 full modules
- Step-by-step instructions to complete your build
Get Access To All Courses
- Unlimited access to ALL current & future clone courses
- Immediate access to 32 courses (222+ hours of content)
- 32 courses x $89 each = $2,848
Throughout 17 course modules, I’ll cover the process of building the following core features:
- Getting started with Bubble
- Configuring your Salesforce database
- Registering new user accounts
- Building a login page
- Building a user settings page
- Inviting users to a sales team
- Managing team members
- Building the main CRM page
- Creating a new customer
- Filtering CRM data
- Building the customer profile page
- Editing customer details
- Deleting a customer
- Building a navigation menu
- Building a customer activity log
- Building a custom sales dashboard
- Additional tips & insights
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.
Learn from an experienced Bubble developer & coach who has helped multiple founders build successful apps without code using Bubble.
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.
This course is built for:
- Anyone who wants to quickly build their own custom CRM like Salesforce with minimal cost and time input
- Anyone interested in learning about Bubble’s no-code development tool
- Anyone looking to extend their skills as a freelance Bubble developer
- Makers who want to extend their knowledge into Bubble’s no-code toolset
Requirements:
- A free Bubble account
- A basic understanding of Bubble, although I’ll walk you through everything is thorough detail.
Course content:
Section 1 – Getting started with Bubble
- Getting started with Bubble’s no-code tool
Section 2 – Configuring your database
- Creating your custom Salesforce clone database
Section 3 – Registering user accounts
- Creating a workflow to register a new Salesforce account
Section 4 – Building a login page
- Creating a page for existing users to log in to their accounts
Section 5 – User settings page
- Creating a page where users can update their account information
Section 6 – Inviting users to a team
- Allowing team admins to invite additional sales members
Section 7 – Managing team members
- Allowing an admin to edit or delete sales team members
Section 8 – Building the CRM page
- Building the CRM to display customer details
Section 9 – Creating a new customer
- Adding a new customer to a sales team CRM
Section 10 – Filtering CRM data
- Allow sales members to filter CRM data by relevant tags
Section 11 – Building the customer page
- Creating a dynamic page to display the details of a customers account
Section 12 – Editing customer details
- Allowing team members to edit the details of a customers account
Section 13 – Deleting a customer
- Creating a feature to delete a customer entry from the CRM
Section 14 – Building a navigation menu
- Creating a menu that allows users to navigate between pages
Section 15 – Building a customer activity log
- Creating a way for team members to add notes on a customer account
Section 16 – Building a sales dashboard
- Displaying & visualising a teams sales data
Section 17 – Finishing up
- Additional tips & insights
Get The Full Course
- On-demand access to course
- 17 full modules
- Step-by-step instructions to complete your build
Get Access To All Courses
- Unlimited access to ALL current & future clone courses
- Immediate access to 32 courses (222+ hours of content)
- 32 courses x $89 each = $2,848