Build Your Own No-Code CRM with Google Sheets and Softr (Beginners Guide)

Video Description

In this DIY CRM tutorial for beginners, I walk you through how to build your own custom and no-code CRM using Softr and Google Sheets. Softr is a powerful, no-code internal app and client portal platform that allows SME to build their own custom apps in minutes! Simply connect a database and start building your intuitive tools. This no-code app platform eliminates the need to use several standalone apps! Build all your business's required apps with Softr. ✅ Get started with the Softr for free ➜ https://www.softr.io/templates/sales-crm/?utm_source=stewart_gauld&utm_medium=influencer&utm_campaign=stewart_sales_crm_june_2024 Use code STEWART1MONTH at the checkout and get 1 month of Softr's Professional plan for FREE! Thank you Softr for sponsoring this video and supporting our educational-based channel for people to enjoy our content for free! ► What do I like about Softr? - Build unlimited no-code tools and apps. - Visual app builder. - No-code or experience is required. - Connect your database in a few clicks. - Professional internal tool templates. - Extensive permission levels. ► Today we navigate through the below chapters for this Softr and Google Sheets CRM tutorial for beginners: 0:00 Intro 00:47 Getting started with Softr 00:58 What is Softr and how does it work? 02:29 No-code app templates 03:40 Connect Google Sheets 04:30 What is a CRM? 04:51 Customize your home page 07:25 CRM theme styles 07:40 Manage users and user groups 08:33 Google Sheets CRM database (template) 09:40 App settings 10:41 Customize CRM deals page 11:37 Customize CRM sales stages in Google Sheets 12:21 Mapping Google Sheets values (sales stages) 13:30 Add new fields 14:43 Add actions (buttons) 15:42 Block styles and visibility 16:27 Adding new blocks 17:51 Preview feature 19:52 Customising other CRM pages 20:08 Adding filters 21:08 Add new pages (form example) 23:36 Publish CRM 23:51 My final thoughts 24:52 Outro ► Are you interested in joining our small business community? Join us to receive actionable tips, tutorials and tools to grow your small business online (Subscribe to our email list) or join our exclusive community here: https://mailchi.mp/71ac3fcdbfdf/stewart-gauld Let me know if you found this no-code CRM tutorial helpful. Also, if you require any help or support, make sure to get in touch with us today. Thanks for watching and enjoy! #softr #crm