Salesforce business CRM logo

How to Build a CRM Like Salesforce With No-Code using Bubble

Video Course

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

Get access to both the full course, as well as the template created within this tutorial.

Just $189

Note: Template will be sent within 24hrs of purchase.

Get Access To All Courses

Get access to all the clone courses, as well as all the available templates created in each tutorial.
(All 21 templates available)

Just $499

Note: Templates will be sent within 24hrs of purchase.

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

Get access to both the full course, as well as the template created within this tutorial.

Just $189

Note: Template will be sent within 24hrs of purchase.

Get Access To All Courses

Get access to all the clone courses, as well as all the available templates created in each tutorial.
(All 21 templates available)

Just $499

Note: Templates will be sent within 24hrs of purchase.

What past students are saying

"I thought building a ride-hailing app like Uber was very complex and intimidating, but Lachlan can explain the building process using Bubble very clearly, which is easy to follow. Now I feel empowered because I know how to build MVP apps using Bubble."
Self-portrait of app developer, Hadi Rasyid
Hadi Rasyid Sono
Corporate Strategy Analyst
"Great overview that takes you from a blank page to complete MVP. Perfect length and amount of detail to set you up well and put you on the right path. Highly recommended!"
Tech founder, Harry Brown, self-portrait photo
Harry Brown
Founder - Dream Day
"If you wanted to learn more about Bubble, you should take these courses. Lachlan is a very effective instructor that clearly communicates each step of the way. Each video is focused on specific topics and the course is easy to follow."
Self-portrait of Design Lead, Michael Lee
Michael Lee
Senior Product Designer

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