Lovable No-Code Building CRM Part 2: Unlock Business Growth Without Coding Skills!

0:00 Hello everybody, welcome back to my 0:04 channel and in this video we're going to 0:07 discover part two of building a 0:11 CRM software for our one of our company 0:16 which is CMO experience fractional CMO 0:19 company that we run. So the last episode 0:22 that we have the part one that we 0:24 explaining how to build the CRM using 0:28 lovable and how to use the agent to 0:32 build the entire CRM from the structure 0:37 that you already built and the prom and 0:40 all of this thing that we just discussed 0:42 before. So in this case we're going to 0:44 just continue building it since we have 0:48 five credits each day. So, we're going 0:50 to use that five credits. And now, let's 0:54 grab into it. So, I already have one 0:58 prom here. Before we already built the 1:01 last one, we built for the leads section 1:04 here. And now, we're going to build for 1:06 the deal. So, as you could see, it's 1:08 still 1:10 404 page not found. So, now we're going 1:13 to build it together. Let's run it. 1:17 and it's going to be waiting a couple of 1:20 minutes usually one two three minute 1:23 depends on how big the data is and how 1:26 fast the agent going to run it. So yeah 1:29 any yeah anyway thank you for watching 1:33 my videos the previous one if you 1:36 continue watching this one too I really 1:39 appreciate it and if you like this type 1:41 of video don't forget to like and if you 1:43 have any idea what should I create and 1:46 any feedback feel free to comment and if 1:49 you think this video that valuable for 1:52 yourself and other people that you could 1:55 share it too so Yeah, I'm really excited 1:59 about how this CRM is going to look like 2:02 after we refine all of the aspect of the 2:07 CRM and all of the part the structure 2:10 and how it's going to work 2:13 and it it's really interesting because 2:16 this is my first time building a CRM. I 2:18 used a CRM before which is quite a lot 2:22 of CRM that I use as you might know it. 2:25 One of them is goal level. So what 2:28 allin-one platform that you could use 2:30 for marketing and now we use custom 2:35 solution that we built ourselves. So 2:39 that lead me into the into that lead me 2:42 into the direction to create our own CRM 2:47 and just try to build it from there 2:50 slowly step by step what is needed. So 2:55 that would 2:57 be serve the need of the company. So if 3:00 I need 3:02 some developer in the future to finish 3:05 the CRM, I might do that as well to make 3:09 the CRM fully working. And in this case, 3:15 we just try to build it to see the 3:19 visual and the capab the capability of 3:23 the agent how it code and what is the 3:27 result from the agent and the prompt 3:30 that we created. So last time we really 3:35 build it quite good as you could see 3:37 it's really impressive here. If you 3:39 could see the dashboards, it has even 3:41 like the effect when you 3:43 hover the yeah the cursor into it. It it 3:48 has this effect just popping up. So, 3:51 it's really good. And these two as well. 3:54 If you look at the graph, it's really 3:57 giving you the the way it has like it 4:02 just 4:03 dynamic just following the actual data 4:07 and based on the coordinate that we put 4:10 and yeah before that as always we want 4:13 to okay it's a error here. Let's dismiss 4:16 it. 4:19 Okay, I've created blah blah blah blah 4:21 about the deals. Still not found 4:29 yet. We're still waiting. Still 4:33 waiting. Yeah, spinning up send 4:38 block. We'll see how it goes. But yeah, 4:42 we got here's the deal. And I would like 4:45 to 4:47 see how it's look like over there. Let's 4:51 refresh 4:56 it. So before that let's let's prepare 4:59 for the management for the project and I 5:03 would love 5:05 to continue 5:07 here. Oh the deal is already there. So 5:11 oh sorry. So let's go for the 5:17 project before we exploring the deal. We 5:20 just run 5:21 this 5:24 for yeah for the project. Let's get 5:29 it. Let's refresh 5:35 now how this would 5:38 affecting 5:40 our deal. 5:44 And we'll see here. Okay, I've created 5:48 complete deals. Let's run it for the 5:51 project. And now let's Wow, it's 5:54 gone. It's gone. It's gone. It's gone, 5:59 guys. As you can see, before it's 6:02 appear, it's really appear before the 6:05 deals appear and now it is gone. I don't 6:09 know what is happening. 6:14 But yeah, the deal is 6:20 gone. The deal is 6:25 gone. Damn. So that must be some 6:32 error that going on for for the for the 6:36 code here. 6:38 And now we just skip the 6:43 deal. And now we just need to wait 6:47 again to to to waiting the agent to 6:51 finish the project section because we 6:54 already put the project here for the new 6:57 prompt because the previous one it's 7:00 literally here. 7:02 deals page from the start to finish with 7:05 all of the element that needed and sync 7:08 to the dashboard it's also respondents 7:11 I'll create a complete blah blah blah 7:13 and then after that I've created the 7:15 complete deals page but 7:18 now 7:21 nothing absolutely 7:25 nothing it was visible for a 7:29 bit now it's gone 7:35 There's there's a lot of there's a lot 7:38 of things that need to be done 7:39 especially the profile the notification 7:42 the setting and my favorite one is going 7:45 to be the feedback because feedback it 7:47 will be the one of the important thing 7:49 to to measure where is the bottleneck 7:52 where is 7:54 the the operation stuck and usually it's 7:58 the way how 8:00 to grow and outage the 8:04 business. This will be one of the 8:07 favorite. We're still waiting. It's 8:10 taking 8:11 ages. 8:13 Ages. But yeah. Anyway anyway anyway for 8:17 eight minutes we've been talking and 8:20 nothing have done yet because of the 8:22 data is error and I really impressed how 8:26 the technology moving so fast right now 8:30 when AI agent could code could building 8:34 a software could build all of 8:37 this that necessary before for people to 8:43 get to get into attack or building some 8:47 software or app or platform that might 8:50 take months to build. And now it just 8:54 take a couple of minutes. As you could 8:56 see, it's back. I don't know what is 8:58 going on, but anyway, we got the deals 9:01 here. Let's check the deal 9:04 section. All stages here's and there's 9:08 the deal, the name of it. 9:11 Uh, yep. And this the 9:14 company the value and the stages is it 9:19 qualification negotiation close 9:22 warn expected close oh this is good the 9:26 expected close it's it's using the 9:29 expected close using the where is where 9:34 is the analytic here probably using this 9:37 cycle leng of the sales and that 9:41 probably how It's how it's calculate 9:44 here which is really cool. If is this 9:46 really work that sync and connected to 9:51 all of the data is really powerful. And 9:54 here's the 9:55 owner. Yeah. Here's this table. Here's 9:57 the card. Whoa. This is cool, bro. This 10:00 is cool. Super cool. Yeah. In my 10:04 opinion, this is cool because you can 10:06 filter it. 10:08 could see which one that's working 10:12 and which one is not. Oh, it's 10:17 working. Okay. Okay. This filter is 10:21 working but this one is 10:24 not. Not working yet. Okay. Seven 10:29 days. I don't think this working 10:33 yet. Anyway, 10:37 it's Yeah, it's not working. Reset 10:40 filter. Let's go to the second one. It's 10:43 not working, 10:45 too. Second is not working. Third is not 10:48 working. So, yeah, it's pretty simple. 10:50 Let's check the 10:52 search. Okay, the search is working. 10:55 This filter is working. This This isn't 10:59 working. So, okay, that's fine. Let's go 11:02 to the project. How we going to see the 11:05 project? Oh, five project phone in 11:10 progress. This is 11:12 cool. Okay. Want to see? Okay, this is 11:18 working 11:19 completed. All all clients I record. 11:24 Okay, this working too. This week this 11:28 is not working. 11:30 And let's go into 11:32 it. Website security audit cyber guard 11:37 solution. Okay, this is the date. It's 11:41 completed 11:43 65% 13 to 11:45 20 task in total. Two teams member few 11:49 detail. Oh, this is good. Has all of 11:53 this. 11:55 The description is comprehensive 11:57 security audit and 11:59 vulnerability vulnerability assessment 12:02 of the client's website and web 12:05 applications. John do Jen Smith 12:09 and yeah it's not working the ad member. 12:12 Here's the overview. Project summary, 12:15 statues in progress, timeline, client 12:18 comprehensive security audit, 12:19 vulnerability assets, blah blah blah. 12:22 Timeline. The client's recent activity. 12:26 Initial plan meeting went well. Client 12:28 is focused on improving security posture 12:31 while maintaining good user experience. 12:35 Jen Smith content strategy draft 12:37 completed. Need client feedback on 12:39 messaging approach. 12:42 View all activity it's not available yet 12:46 or the 12:46 task available note available as well. 12:55 File. Okay. File is not working 12:58 yet. 13:01 Edit. Here's the table. So you can 13:06 see. 13:08 Edit. Okay. Here's working. Add new 13:11 project but it's going to be same like 13:13 before it will be not working. Let's say 13:18 uh some tag 13:20 client cyber security 13:23 guard. 13:30 Okay. It's not working. It's not 13:33 working. So yeah absolutely absolutely 13:36 absolutely fine about the project 13:39 one let's create now create the 13:50 complete 13:52 invoices 13:53 page 13:55 from 14:01 oh elements commands 14:06 that essential and needed. Okay, let's 14:11 run 14:14 it. Uh notification is not working. So 14:18 we have already one, two, three, four, 14:20 five, six, seven, 14:25 seven section that work. 14:30 We're still waiting for one, two, three, 14:32 four, four more so we could have a 14:37 better understanding and better view of 14:41 the CRM 14:44 and from there we could modify slowly 14:49 what do we like what we don't like. So 14:52 it's better to build it slowly because 14:55 now you could feel it, you could 14:59 visualize when you could see you know 15:02 what to change, what you like to remove, 15:06 what you like to add. So all of these 15:09 thing you could think about about the 15:12 new area about new 15:15 modification usually came after you see 15:18 and experience it. That's why I'm a big 15:21 fan 15:23 of creating it slowly. Just do it first 15:26 and from there then refine it. Comparing 15:30 you just perfect perfection is since the 15:34 beginning and it's 15:36 eventually that you don't take any 15:39 action to to build the software or yeah 15:45 the CRM. So 15:48 anyway, we'll see how it's going to look 15:52 like about the invoices because from 15:56 here as you could see from the contact 15:59 companies 16:00 lead and project it has like a same 16:05 pattern it has the filter here and the 16:08 data here and then after that the 16:10 project there. So the idea is it's not 16:15 to make it the same all of 16:18 this. So after seeing it and 16:22 now I have idea to modify it actually to 16:27 not really same to each other and put 16:32 some creative and add more data 16:36 function and eventually could help the 16:41 the team and the company analyze the 16:45 data better and make a better decision 16:48 for the future. 16:49 or to the next campaign or to the new 16:52 client. So all of this thing that 16:54 necessary for the 16:57 update. We're still waiting for the 16:59 invoices how it will look like. Okay, 17:03 it's it's ready. It's 17:06 ready. Let's go have a look. Okay, it 17:10 show an error. Let's fix it. 17:22 Okay, it's fixing 17:24 itself. Still 17:28 waiting. Yeah, to be honest, I really 17:30 like the view of the dashboard here from 17:34 the visualiz visualization and the data 17:40 presenting using this graph. 17:46 And this one 17:49 too. That's really 17:55 dynamic. We could see here as well. Fuel 17:58 all the deal. It's connected. Isn't it 18:02 crazy? Fuel. Now we got here. That's the 18:07 deal. That's the 18:10 deal. That is so cool. So okay let's go 18:15 to the invoices exactly it's copy the 18:18 same it's copy the same pattern like the 18:22 other from the contact and the invoices 18:25 is completely look the same there's a 18:30 filter over here and there's a invoices 18:34 here that we could see here is 18:39 paid send clients edit print 18:44 download. It's not working 18:48 yet. It's not working 18:51 yet. 18:53 So, all is good. Action. Let's say if we 18:57 want to delete, is it possible to delete 18:59 it? Not 19:02 possible. I guess 19:05 paid. All of this 19:09 option is not working yet. 19:14 bad that we could create a invoice but 19:17 it's not 19:19 possible. It's not possible 19:23 yet. Yeah. 19:26 Anyway, let's go 19:29 here. Okay. The filter is working. 19:36 The good thing is not all of even like 19:38 we put it as I mentioned it before step 19:42 by 19:43 step about 19:45 putting 19:47 the comment or prompt one by one it's 19:51 still it didn't get it all and we just 19:55 need 19:56 to to put it 19:59 [Music] 20:00 first 20:02 and want to create the agreement 20:07 here 20:09 agreement 20:11 page eventually it's going we will run 20:14 out of the credit from here one two 20:17 three four it will be one 20:20 one more 20:23 uh page that we could build after this 20:25 which is time tracking and the feedback 20:27 will be later on but I'm I'm not going 20:30 to make the third part because as you 20:33 could see the pattern is pretty much the 20:35 same just uploading the prom and then 20:40 you're going to get the result through 20:42 that. It's better that I create another 20:46 video letter for the result or the end 20:52 CRM visualization how it look like after 20:56 modify and new ideas and new improvement 21:03 and connected to the data and for now I 21:07 think this type 21:10 of CRM design will do the 21:14 visualization. So we're not that close 21:18 yet in term of 21:21 the idea that we have in mind and make 21:25 it to the 21:26 reality 21:29 time 21:33 tracking that's good. So after this we 21:37 will have some breakdown in term of this 21:42 CRM. So yeah, I don't know. Recently I 21:46 was really go into AI and system and 21:53 just try to figure it out thing and 21:56 solve the reality problem and solve the 22:00 actual struggling or other necessary 22:04 stuff in the market that I could solve 22:07 using AI for sure. 22:11 Now AI can't do tasks autonomously or 22:17 automatically without any command or 22:20 without any pattern or structure that 22:22 you built on top of this AI capability. 22:26 And if you're expecting AI to do the 22:29 most of the work with a little amount of 22:33 framework and structure that you give to 22:36 AI agent or any type of automation, any 22:40 type 22:42 of workflow, it wouldn't do that much. 22:45 It's always came down into the process. 22:48 If you have the process clear and then 22:52 now you could automate it before you 22:54 knowing how the step by-step process and 22:57 how the repetitive task going on that 23:00 you wouldn't know what to automate. So 23:03 as you could see here even it's giving 23:05 an error now. So I need to submit the 23:09 fix bug and it 23:13 will do it by themsel and still 23:17 replaying as I could say 23:19 before it's always came down into 23:25 the end goal of 23:27 [Music] 23:29 the automation or workflow. How could we 23:34 benefit from using AI? How could we put 23:39 a lot 23:41 of time and 23:44 still getting the most 23:47 research result that we could get and 23:51 that's I think eventually it's going to 23:56 be better and better for the future 23:59 about this technology but now it still 24:01 needed a guidance it still needed a 24:04 framework 24:06 work as you could see here is again it's 24:10 doing the same 24:13 filter it's the left 24:15 side fortunately it's working so it's 24:20 good but still I need to put all type 24:25 and all statues there's the ID here 24:30 there's a title content marketing 24:32 campaign marketing services, retainer, 24:34 marketing strategy development, social 24:37 media management, website maintenance, 24:40 web, website project design. So all of 24:42 these it has the 24:44 client. So project 24:47 base, it has sent to client or content 24:51 marketing campaign have been sent to 24:53 Umbrella 24:56 Corporation can be download 24:59 started. Okay, download started. I don't 25:03 really know if that really downloading 25:05 but anyway it's uh it's working there. 25:10 It's called 25:12 expired and okay it's working. Let's 25:15 create a new agreement project base 25:17 consultancy maintenance 25:22 retainer. Okay. Agreement 25:26 value. Okay. Cool. Cool. 25:30 [Music] 25:35 Creamman project 25:39 base 30 grand started 25:46 today. Come on and finish 25:50 it me. 26:08 Okay, it's still the same. It's not 26:10 adding the new one. It's giving me the 26:12 notification here. It's successful 26:16 uh implemented into the CRM, but 26:20 visually we can't really see it. meaning 26:23 that there's still some system that is 26:26 not working if we would to create new 26:31 agreements. So many thing that's still 26:35 not available at the 26:37 moment about the CRM that how we're 26:41 going to utilize and fix it for the 26:44 future. But as I could see here, we're 26:48 slowly building it one by one, page by 26:51 page. And now it's 26:55 finishing the time tracking 26:59 page and giving me an error here. As you 27:04 can see, I can't really fix it here. I 27:06 need to wait it tomorrow for that. 27:11 Yeah, 27:12 [Music] 27:15 for yeah it's not possible 27:19 yet. So yeah, so that is about today 27:24 video of the part two of building a CRM 27:29 and next one I will 27:32 build the CRM close to the finish and 27:36 then after that I could create another 27:39 video to see the progress and the 27:42 comparison from this video of part one 27:46 and two and eventually go into the final 27:50 product how it's going to look like it's 27:53 going to take some time especially using 27:56 the AI agent the prompting engineering 27:59 the structure of the prompt how could we 28:02 make the AI agent understand what we 28:05 want in term of the creating the CRM and 28:08 the command and the output that we want 28:11 for the agent that generates the code 28:15 and eventually use the software and the 28:19 function of the software as well. And 28:22 for now that is what we could build 28:25 using a lovable building a CRM and we 28:29 will 28:30 see the final product later on. And 28:34 thank you for watching and see you in 28:37 the next video and don't forget to like 28:40 and subscribe. Thank you so much. Have a 28:44 good day.