How to Build CRM Using Lovable Part 1

0:00 hello welcome back to my channel and in 0:05 this video I'm going to creating a CRM 0:09 for my fractional CMO company so I'm 0:13 trying to build my own CRM to use it 0:17 more EV vision and to put all of the 0:21 necessary data that we needed so it's 0:24 not based on any other CRM out there 0:28 that already has a pattern or template 0:30 that could be used and we built it using 0:35 lavable uh in this case so we will dive 0:39 into it and see how this platform or AI 0:45 coding that would make the CRM for us 0:49 and just disclaimer this one is just for 0:52 the study 0:54 purposes and we use it just to see the 0:58 visual how it work would 1:01 like the layout and design for the CRM 1:05 that we trying to build so it's not 1:08 completely the CRM that we will use but 1:11 there's a possibility that you could use 1:13 that as well if you want to create a 1:14 simple CRM for your business or your 1:18 company that that you want to put your 1:22 own features your own layout without any 1:28 limitation or 1:31 uh yeah like any pattern that you should 1:35 follow for example if you're using a cam 1:37 that already exist and then you need to 1:40 follow the rules and you need to follow 1:42 the layout and there's not so much 1:45 creativity I would say here uh if you 1:48 use the serum uh pre-build but if you 1:52 built it by yourself you know what's the 1:54 feature that you need what the processes 1:58 and the stages for example like the 2:00 leads or the contact the project all you 2:03 can see here so this thing that what I 2:05 mean about the custom design your own cm 2:09 and we will use lavable to build that 2:13 and visualize what we try to achieve 2:15 using the CM so without further Ado 2:20 let's dive into it so I use this prom 2:24 here so if you want to use it for free I 2:27 could put it into the description and 2:30 just change whatever you want to change 2:33 uh based on your preferences and in this 2:36 case we are a fractional CMO and the 2:40 company name is CMO experience and our 2:42 target market is a cyber cyber security 2:46 firm is our ICP so if you try to build 2:50 your CRM don't forget what feature that 2:52 you want to put for example here the the 2:55 contact managements sales Pipeline and 2:57 deal flow the the dashboard which is 3:00 really important to see the visual of 3:03 the CRM and all of the data that you 3:06 need to see in order to make a better 3:10 decision for your company or your 3:12 business so there's also leads lead and 3:15 stages the feedback collection we would 3:18 love to have like the feedback to our 3:20 CRM that's why we add it here which is 3:23 really important and create contacts and 3:26 manage lead agreement account project 3:30 management invoice management time 3:32 tracking so this is all of that and then 3:35 here's like the data 3:37 structure based on its detail for 3:40 example the name email phone number 3:42 company link to the company roles notes 3:45 so all of this thing that is necessary 3:49 for our company to know so that's why we 3:52 put it here so for you feel free to 3:55 customize it and put your own 3:58 preferences into the CRM before sending 4:02 it to the lavable so in this case we 4:05 will use this so as you could see here 4:07 there's a CMO experience here's the name 4:09 the dashboard so the color here is blue 4:12 so you could use that uh depends on what 4:15 you want for example just put your 4:18 reference for the color or the color 4:20 code that would be really useful and 4:22 let's let's see what is the c CRM look 4:27 like and how it function and it this 4:30 time not all of 4:34 this feature or section that function 4:39 yet because it's just the beginning just 4:42 building it from the dashboard and one 4:44 important thing to notice that it's 4:47 better to prompt it one at a time to not 4:50 confuse it for example that you 4:55 want to send here like the comment and 4:59 it has three tasks to do and it's the 5:02 probability to achieve all of those 5:05 three tasks it's going to be less 5:08 accurate then you just put one task and 5:10 put a detail on it and what you try to 5:12 achieve and it's going to be way more 5:17 uh close to what you want comparing that 5:20 you're putting multiple commands and 5:23 eventually it's going to be confusing 5:25 the agent the AI agent to create what 5:28 you want so if we go here if we click 5:32 here it's not function yet about the 5:35 notification and here it's a a already 5:39 function about a profile so we could see 5:41 here John do Johns example.com here's 5:45 the profile setting and log out so if we 5:48 click here it's not working yet if click 5:50 the setting it's not working yet as well 5:53 like the 5:56 search lead 6:01 okay it's not working yet so it's giving 6:04 back to the dashboard so as you could 6:06 see here welcome back here's an overview 6:08 of your CRM here's we have like the 6:10 total lead for the last 30 days and 6:13 active deals uh pending task client 6:16 feedback all of this is really important 6:19 and necessarily for the data that we 6:21 need in order to make better decision 6:24 over time and improve the company and 6:27 eventually it's growing it there's a 6:29 revenue overview here you could see here 6:32 from January February throughout all of 6:34 the Year till December January to 6:36 December and you could have this nice 6:39 graphic here and you could see the 6:43 detail what is going on here and about 6:46 the month about quarterly you could 6:48 adjust it's q1 Q2 Q3 or Q4 and 6:54 mine I like to use the monthly so 6:59 so we could see all of the month each 7:03 month's revenue of view so there's also 7:06 here's the sales po the number of deal 7:08 in each B stage here's the lead you can 7:12 see all of it the total is uh 7:15 32 and here's the stage it's in proposal 7:19 uh no qualified it's 24 7:23 24 and in proposal there's a 7:27 18 and in the next negotiation there's 7:30 12 and close there's eight so you could 7:35 see this nice data and as well here like 7:39 the recent deals the security in P in 7:43 which is 55,000 is the proval stage as 7:46 you can see here cyber W solution 78,000 7:51 in the negotiation stage data safe 7:54 Network in the 32,000 it's qualified and 8:00 firewalls firewall systems in May 8:04 2023 it's 8:06 $105,000 it's close it's Clos is meaning 8:09 that we working together or collaborate 8:13 so this is really good right so if we go 8:18 here before it's all of this is empty 8:21 now it's already created because I 8:23 prompted out before it's going to be 8:25 look like this 8:28 404 so it's the page is not found 8:30 because it's there's no data exists yet 8:34 so we'll dive into the next prom that I 8:38 was giving 8:39 it that I gave the Lael to create the 8:43 next 8:44 pages 8:46 so this is the next commment that I put 8:50 as I mentioned it before to put one 8:53 command at a time and make it really 8:56 simple and make it clear 8:59 that what the agent need to do what the 9:02 agent need to achieve in order 9:05 to visualize or realize the idea that 9:08 you want to put so in this case I put 9:11 create analytics page till finish and 9:14 Link and sync it to the dashboard and 9:19 then after that I got this nice little 9:22 analytic here so track a performance 9:24 metric and marketing AI for your cyber 9:27 cyber security client so here's like the 9:30 total lead the marketing AI which is 2 9:35 84% client retention we 9:38 have 9:39 92.3% there's a revenue gr here and the 9:43 conversion rate 12% 12.4 and average 9:47 deal size we have 9:50 21 9:51 500,000 the sales Cycles L is the 42 9:55 days oh this is really important because 9:58 you will have 9:59 really 10:01 good understanding in the term of the 10:05 client cycle and the sales cycle that's 10:10 going to be giving it uh s so for your 10:15 team you could create a that following 10:18 based on the data and this data will be 10:22 C up based on 10:24 the average deal that you have for each 10:28 client and that it's going to be open up 10:32 the door how you could 10:35 creatively increase this let's say to 10:38 progress here let's say from right now 10:40 you have this 42 days that's the goal is 10:44 let's say right now is quarter one 10:47 throughout the year and we have 42 days 10:49 of the sales cycle and the next quarter 10:52 we want to reduce the day under 40 Days 10:56 for example like 37 or 35 and that's the 11:00 goal to to having the data so the lead 11:03 sources there's a we could see here 11:06 quarterly or 11:08 monthly so if it's quarterly it's going 11:11 to be look like this 38 all of this nice 11:17 different color that could decideed 11:21 which data belongs to which who which 11:24 which one so that is really good it's 11:28 really good one 11:30 so accordly to here's like conversion 11:32 funnel that also has the monthly 11:37 or quietly and 11:40 here nice little report leads con 145 11:45 contact 11:48 mqls 98 11:51 contacts 11:53 sqls 64 contact opportunity 38 contacts 11:58 and Clos deal so all of this is also 12:01 like sales performance you could track 12:03 it for the quar or throughout the year 12:08 this is also nice little data here you 12:10 could put as well as the difference the 12:14 r 12:15 and the 12:17 blue we see this 12:20 graph come up and down so here's the 12:26 marketing AI by Channel or by campaign 12:31 so yes all of this has all of its data 12:36 the good thing about this is really easy 12:40 to make using the prompt that I gave you 12:43 for so let's move into the CRM which is 12:46 the contact and this actually is really 12:51 function because the prompt was create 12:53 analytics page before let's say the the 12:55 previous one and then I create another 12:58 one here create contact bits pretty 13:00 similar the goal is just to finish and 13:03 Link it and sync it to the dashboard so 13:07 it gave me this contact Section here and 13:12 this one is not working yet so it's need 13:15 another prom to link all of the contact 13:19 with the filter contact as well as the 13:22 search let's say 13:25 Mikel the search is already working 13:29 the only the only one is not working is 13:32 here the filter if we click the filter 13:36 it's not adjust let's say here active 13:38 and here still inactive here 13:42 so the add contact is already working so 13:46 we want to put here let's say 13:51 Mike 13:55 D mik 13:57 di m 14:04 M Mike 23 2 2 34 14:15 at 14:22 gmail.com okay the 14:24 [Music] 14:25 phone let's say 14:30 P okay that's the phone what is the 14:33 company let's 14:38 say 14:41 set 14:45 forget 14:49 dot he's uh CTO of the 14:53 company sa technology officer so the 14:57 industry is a cyber security security 14:59 cloud services network security data 15:02 protection or others let's say cloud 15:05 services here's a 15:07 note uh whatever you want to put for 15:09 example here's the 15:11 first 15:17 first first 15:21 initial 15:23 contact add contact 15:34 that is not working yet as you could see 15:39 there's nothing here I add it 15:44 before but still it's not working so 15:49 this thing even though the feature that 15:53 it's giving me the form but when 15:56 I click the add contact it's not working 15:59 yet so meaning that still not working so 16:03 we will do it 16:04 later but for now we will do like each 16:07 of these one by one and after that we we 16:12 prompt it again which one the feature 16:14 that working which one is not and it's 16:16 going to be more easier to create the 16:19 CRM compelling comparing as I said 16:22 before for example if I say okay create 16:24 the company's Pages all of it to finish 16:27 and Link it to dashboard plus the leads 16:30 plus the deal all of it in one command 16:33 it's going to be confused and it's not 16:35 giving all it bass to create it so bear 16:40 in mind using the tools like loveable to 16:45 create you apps or software that you 16:49 want to create just make sure about the 16:53 security behind it because you don't 16:57 really have 16:59 the access and who 17:03 knows where's the data is going to go so 17:06 don't share the 17:08 sensitive data or any Keys API keys that 17:14 you want to put here to connect because 17:16 it's possible if you connect it to super 17:19 base or GitHub that other integration 17:23 that you're going to need the API key to 17:26 connect it with the 17:29 apps or software that you try to build 17:31 here so absolutely take care and 17:36 consider about the security behind 17:38 whatever you want to build because it's 17:41 either it will expose to the public or 17:43 not you never know and if it's sensitive 17:47 it's better to keep it private if it's 17:49 okay like now it's demonstrated like 17:52 what I do at this moment is absolutely 17:55 fine 17:56 so there's another thing that before we 17:59 continue to create the companies that we 18:01 need to make sure about so first if we 18:04 go here into this section that we're 18:07 going to see that go to dashboard 18:09 project setting account setting and help 18:13 so I want to go into the project setting 18:16 and in the project setting as you could 18:17 see here configure your product project 18:21 and project name here a CMO connective 18:24 experience which is that is not true and 18:28 I want to change it how to change it 18:30 actually from here rename this 18:34 project and I want to name it as the CRM 18:39 name which is CMO 18:43 experience okay con lowercase 18:48 letter 18:51 okay that is successful CMO experience 18:55 can't be use 18:56 any uh space just do whatever like 19:03 that so here's already changing as you 19:06 can see project name to CM 19:09 experience uh there's a domain if you 19:12 want to link it to your domain here by a 19:16 domain or link it to your GitHub or your 19:19 super base here to store all of the data 19:23 and connect it to have all of the back 19:27 end function and you could connect it to 19:29 that and here's the interesting thing to 19:32 put here in the lav which is the 19:35 knowledge add a custom context and 19:37 instruction for your project L will use 19:40 it in every edit so if you put it here 19:43 the knowledge base for the project that 19:46 you want to create it's going to be edit 19:50 base it's using adjustment based on the 19:53 knowledge base that you give it that you 19:56 give here and it will wouldn't go 19:59 randomly to creating the thing that you 20:02 don't need then what actually the 20:06 feature or the benefit that you want to 20:10 have in the apps or the software so I 20:13 always put the knowledge base and if you 20:16 want I could put this knowledge base as 20:18 well in the description you just copy 20:21 and paste and 20:23 could use it whatever you 20:26 want so remember just to save here let's 20:30 go back to the project and I want to 20:34 create the companies 20:39 here now create the 20:44 compan 20:46 page 20:48 from start to 20:53 finish with all of the 21:07 accessory okay with all of the 21:11 elements that 21:16 needed 21:18 and sing to the dashboard so we always 21:24 want to put here to sync it to the 21:26 dashboard because all of the thata is 21:29 going to be feed with the dashboard 21:32 first s analytic so we just click that 21:37 it's going to be waiting couple of 21:40 minutes one or two minute it's going to 21:43 be finished 21:45 so while doing that we just going to 21:49 explore other feature here we're going 21:53 to have like the leads going to have the 21:55 deals we're going to have the project in 21:58 voices agreements time tracking and 22:02 feedback here's you want to have the 22:05 setting as well and now it's not working 22:07 yet you want to have the logout as 22:12 well U which is is really 22:14 nice in this few to build a CR I'm using 22:19 a AI 22:21 agent that before we need to 22:25 spend weeks or even months to has our 22:29 ideas and nowadays it's really just take 22:32 minutes you could build whatever you 22:35 want to have and realize that to make 22:40 the idea into the reality you know it's 22:43 really fast and you could adjust it as 22:47 well that's why people say 22:50 nowadays the execution is cheap but the 22:54 idea is going to be 22:56 Priceless so if you have the idea 22:59 you could test it really quickly quickly 23:01 right now which is the execution that we 23:03 use right now to build the serum is 23:07 really false but the idea behind the CRM 23:10 feature and benefit that how could it 23:14 use for each 23:16 business that specific benefit and 23:19 feature that needed for the company 23:22 itself that is the most important thing 23:27 because now you just could prompt it 23:30 using this command here and then within 23:33 a couple of minutes you're going to get 23:35 it ready for you as you could see it's 23:39 finished here I've created a compet 23:42 company's page with an with all 23:45 necessary components to manage cyber 23:47 security clients companies the page 23:50 include company listing filtering search 23:54 functionality company details view and 23:57 add company form 23:59 it's fully integrated with existing 24:01 dashboard and navigate structure let's 24:05 go into it boom 24:10 exactly this is should be working if we 24:14 if we see here this should be working 24:16 let's go into the app secure 24:22 solution exactly it's working it's 24:25 working already see how quick it is just 24:28 to create it's really 24:31 quick and if we go here few detail it's 24:36 already there the website San Francisco 24:40 the address the phone number the 24:43 email the 24:45 employee just disclaimer all of this 24:48 data is not real guys don't copy don't 24:50 contact it is not real I just got it 24:54 through the AI I didn't give any data so 24:57 that's why I mentioned it before about 24:58 the sensitive that are never ever too 25:02 easy to sh so just bear in mind just be 25:07 careful it has a resent activity 25:10 proposal send the key metric CES active 25:13 project open deals to average response 25:16 is 4 hours the total revenue is 25:24 $254,000 sorry 125 and 400 25:29 $125,400 25:31 so here's we have the here's the 25:33 overview here's the contact the project 25:37 the deals the 25:39 enoes it's not it's not ready yet so 25:43 that's why it's not 25:47 here let's go back let's say network 25:50 security ah this filter now it's 25:53 working as you can see every time I 25:56 change it it's change crazy isn't it if 26:01 I put here 26:03 all it's crazy the filter is 26:10 working it's working it's working 26:14 so now let's try to 26:18 add okay company name let's say 26:23 some 26:24 [Music] 26:26 some and the Focus data protection 26:30 company size so a medium employees 26:35 number it has 26:39 100 110 26:41 120 26:43 website uh 26:46 Sam sorry 26:50 s s 26:54 tag okay city state California let 27:00 say 27:02 Lo and let's say Florida 27:06 Florida 27:08 fla let's 27:11 say 27:13 some at 27:18 sag.com the phone number is 27:24 800 this is not real one primary contact 27:29 person 27:31 some 27:34 some Jo company 27:39 descriptions H we could put the company 27:42 description 27:43 here 27:48 uh 27:49 data protection 27:59 company Bas 28:04 inlow 28:09 Florida there you go and if we add it we 28:12 will see if this going to work before it 28:16 didn't work in 28:19 contact it's still not working it say 28:23 here company created new company has 28:26 been successfully added 28:29 but 28:31 but here if we refresh 28:37 it it's not here yet still six companies 28:42 here's the six company that we have 28:45 before still the same meaning 28:49 that doing the same thing like the 28:52 contact could add it but it's not 28:56 connected because we don't have the 28:58 database yet so if we want to have the 29:00 database we could connect it to super 29:02 base here to create all of the 29:06 necessary data storage that we needed to 29:09 create all of the new data that we input 29:14 here's let's create the the lead page 29:18 now step by step so the companies is 29:22 finished all we got to do is just 29:26 copy change here to 29:30 the 29:33 lead boom it's going to waiting couple 29:38 of minutes until it's 29:44 ready so another thing that's actually I 29:48 just realized it now how you could use 29:51 it you just after it's finished how to 29:55 streamline the operation to make it even 29:59 faster I will do it for later I will 30:02 just paste here I'm going to build the 30:05 deal so while building the deal I can 30:08 review the leads it's going to be safe 30:12 time so we are not waiting like right 30:14 now we waiting 30:17 finishing the lead section which is we 30:20 not doing we are not doing anything so 30:22 it's better for the next one for the 30:25 deals 30:28 we're going to run it we're going to run 30:31 it and then we're going to review the 30:34 new lead section or new lead page that 30:38 we just built so this tutorial is going 30:41 to be take to I don't know an hour but 30:46 yes so in the end of it if you want I'll 30:48 give this for free for for you that 30:51 comment and share this video and I will 30:55 just pick randomly whoever 30:58 that win and I could send it here to you 31:03 about all of the prom and if you're in 31:06 the same industry and just change the 31:08 names or whatever if you want to use 31:09 this I could show it to you completely 31:13 for free just comment below in this 31:16 video and if you're the one lucky I 31:21 could send it to for 31:23 free so it's finishing I've created 31:27 complete leads page with all necessary 31:29 components including lead management 31:32 filtering in details uh detail views the 31:36 page is now integrated with your 31:37 dashboard absolutely the same if we go 31:40 here here we go so okay I want to run it 31:45 as I said before to the 31:47 deal okay it's not possible because I'm 31:52 currently in the free plan and we will 31:55 continue it tomorrow for the part to but 31:59 for now let's review the 32:01 lead let's try the 32:05 filter new 32:07 created qualified 32:11 unqualified 32:13 website R and then other it's not 32:17 working but wait wait it has a filter 32:21 over 32:22 there so it's 32:25 apply apply F oh it's 32:28 working it's working guys it's 32:31 working this is 32:34 cool this is 32:37 awesome but there's some mistake over 32:40 there you we click qualified here's one 32:45 unqualified see even though we try 32:49 one one prom at a time it's still making 32:53 a mistake meaning that these technology 32:59 feature is not capable yet building it 33:04 just to understand it quickly it's need 33:07 more iteration we are not there 33:10 yet so 33:13 qualified Source the 33:16 website referal let's say new the 33:21 LinkedIn and the 33:23 other and this one is not working yet 33:28 delete 33:29 Source how about 33:33 we 33:35 reset okay what I want to do is to feel 33:39 it oh it's look 33:42 nice lead 33:45 detail all of this oh even this one 33:48 could send email directly from here if 33:51 you click it I think it already has a 33:53 link just really could click it if you 33:56 want to email or just call it yeah 34:00 exactly you just could call it right 34:03 away from here isn't it crazy same I 34:07 believe this if we click this here it's 34:10 going to be sent us to sending an email 34:12 to this particular email address but 34:14 it's doesn't exist the email this 34:16 doesn't 34:18 exist so yeah this is the Ser for right 34:22 now for let's said today it's going to 34:24 be the part one we we're going to 34:26 continue tomorrow well we're going to 34:29 have like five credit again for tomorrow 34:31 and for today's credit is finished so I 34:34 just want to create this video to show 34:38 you guys what is the capability but also 34:41 bear in mind about the security in place 34:44 for the data that you here or the keys 34:47 or the APA keys that you want to 34:49 integrate here just be 34:51 careful and as you could see before just 34:55 remember to put the knowledge base so I 34:57 hope this video helping your journey to 35:00 creating or to make your ideas into the 35:04 reality so this is the part one and 35:06 we're going to see tomorrow for the part 35:09 two thank you for watching