How to Build an AI-Powered CRM (No-code Tutorial + Free Template) скачать в хорошем качестве

How to Build an AI-Powered CRM (No-code Tutorial + Free Template)

Join Guillaume Duvernay (Growth Marketer at Softr) for a complete, hands-on masterclass on how to build a fully functional, AI CRM from scratch using Softr, no code required. In this video, we challenge the idea that you need expensive, rigid software to manage your sales process. Instead, we’ll show you how to use Softr as a full-stack builder—combining the database, the interface, and the automation logic to create a custom tool that fits your workflow perfectly. You’ll see exactly how to structure your data to be "AI-ready," enabling features like automatic lead enrichment, intelligent deal summaries, and instant Q&A with your data. Throughout this deep dive, we’ll walk through: Database Architecture: Designing a relational database for Users, Companies, and Deals using Softr Data. AI Enrichment: Setting up database agents to automatically fetch company industries and employee counts from the web. Advanced Permissions: configuring secure "Admin" and "Sales Rep" roles to control data visibility. Interface Design: Building public lead capture forms, interactive Kanban pipelines, and internal dashboards. "Ask AI" Integration: Enabling sales reps to chat directly with their interaction history to uncover insights. Custom Workflows: Automating the entire lifecycle, from processing new demo requests to sending emails directly from the app and generating one-click deal summaries. By the end of this tutorial, you won't just have a series of pages; you'll have a sophisticated, automated business application ready for your team to use. Copy this Softr app template in one click: https://www.softr.io/templates/ai-crm This comes with the app interface and the database. You'll be able to find the 3 workflow templates in the Softr studio before adapting them to your app. ⏰ TIMESTAMPS: 0:00 - Intro & Final App Demo 01:58 - App Architecture & Database Planning 07:34 - Database Setup: Users & Contacts 11:00 - Creating Database Relations 16:00 - AI Data Enrichment (Companies) 21:27 - Structuring Deals, Interactions & Tasks 30:30 - User Permissions & Admin Roles 35:00 - Building the Public Demo Request Form 39:00 - Creating Internal Dashboards & Charts 42:00 - Building the Contacts Directory 47:30 - Companies View & Grid Layouts 49:48 - Advanced Logic: Conditional Filtering 52:30 - Creating the Deal Pipeline (Kanban) 55:10 - Designing Tabbed Detail Pages 1:00:24 - Integrating "Ask AI" Chat on Records 1:05:20 - Navigation Bar & UI Polish 1:10:11 - Adding Tasks & Global Dashboards 1:11:40 - Automation 1: Triggering Emails 1:16:40 - Automation 2: Incoming Lead Logic 1:20:42 - Using AI & Code for Data Extraction 1:24:50 - Automation 3: One-Click Deal Summaries 1:29:00 - Final Review & Template Access Learn more: Website: https://bit.ly/49d0I41 Help Docs: https://docs.softr.io/ Softr Community: https://bit.ly/3HC7uUN Softr blog: https://bit.ly/3ugAONV About Softr: Softr is the easiest, fastest no-code platform for building business apps, like portals and internal tools— without coding. Used by over 500,000 teams, and Fortune 500 brands like Google and Universal.