O curso ensina a construir um CRM do zero usando Airtable para os dados e Softr para a parte visual, e o encaixe entre os dois fica muito claro. Gostei bastante da parte de automações, que elimina boa parte do trabalho manual de acompanhar clientes. Já implementei o sistema no meu negócio e está funcionando muito bem.
Build a Custom CRM with Airtable, Softr, and Automations
Create a powerful, automated customer management system tailored to your specific business niche using modern no-code platforms.
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About this course
Are you struggling to manage client relationships with generic spreadsheets or bloated, expensive software? Building a custom Customer Relationship Management (CRM) system tailored to your exact business needs is now possible without hiring a developer.
This course guides you through creating a fully functional, automated CRM using modern no-code platforms. You will start by understanding foundational database concepts and progress to designing a user-friendly frontend portal, connecting workflows, and integrating modern automation practices to save hours of manual work.
What you'll learn:
- Understand foundational relational database concepts and set up your core data structure in Airtable.
- Design a responsive, mobile-friendly frontend interface using Softr for your team and clients.
- Configure secure user authentication and role-based access controls for your custom portal.
- Build automated workflows using webhooks and modern integration patterns to eliminate repetitive tasks.
- Implement basic AI-assisted data processing to summarize client interactions and categorize leads.
- Deploy your custom micro-SaaS application and prepare it for real-world business use.
The curriculum is structured to take you from foundational terminology to practical application. You will read through step-by-step written tutorials, starting with database design and ending with a fully deployed, automated application.
Designed specifically for beginners, agency owners, and entrepreneurs, this course requires no prior programming experience or technical background. Start building your custom business tools today and take control of your client management process.
What you'll get
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Certificate of completion
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Personal AI tutor
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Lifetime access
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14-day refund
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Short & focused
2h 42m of practical content
Reviews (15)
CRM yang dibuat benar-benar bisa langsung dipakai, hanya saja bagian automasi lanjutan butuh waktu lebih untuk dipahami.
J'avais besoin d'un CRM adapté à mon activité et là tout colle parfaitement. Relier Airtable comme base, afficher les fiches clients dans Softr et automatiser les relances, c'est expliqué de façon très concrète. Depuis, mon suivi des prospects est enfin organisé.
Penjelasan tentang automasi di Airtable sangat membantu, meski bagian integrasi Softr agak terburu-buru.
I've tried building CRMs in Airtable before but always ended up with a messy spreadsheet, so the structured approach here helped a lot. The instructor explains how to set up linked records for contacts, deals, and tasks in a way that actually makes sense long term. It would have been nice to see a bit more on customizing the Softr portal for different user roles, but overall it's a solid practical build.
Ten kurs pokazuje krok po kroku, jak zbudować własny CRM w Airtable i połączyć go z Softr, żeby mieć ładny interfejs bez pisania kodu. Najbardziej podobała mi się część o automatyzacjach, dzięki której powiadomienia i statusy klientów aktualizują się same. Po ukończeniu kursu mam działający system, który realnie używam w swojej małej firmie.
Curso muito completo, mostra como montar um CRM funcional no Airtable com automações que realmente economizam tempo.
شرح ممتاز للأتمتة، لكن جزء Softr سريع قليلاً.
This course does a good job walking through building a CRM from scratch in Airtable and then layering Softr on top for a client-facing interface. The automations section was the most valuable part for me, showing how to trigger follow-up reminders without touching any code. My only gripe is that the Softr styling options move pretty fast and I had to rewatch that part twice.
Practical CRM build, though the pricing tiers section on Softr could use a bit more detail.
আমি অনেকদিন ধরে নিজের ব্যবসার জন্য একটা সহজ CRM খুঁজছিলাম যা কোড না লিখেও বানানো যায়। এই কোর্সে Airtable দিয়ে ডেটা স্ট্রাকচার তৈরি করা থেকে শুরু করে Softr দিয়ে ইউজার-ফ্রেন্ডলি ইন্টারফেস বানানো পর্যন্ত সবকিছু বিস্তারিতভাবে দেখানো হয়েছে। অটোমেশন অংশটা বিশেষভাবে ভালো লেগেছে, কারণ এখন গ্রাহকদের ফলো-আপ রিমাইন্ডার আপনাআপনি চলে যায়। তবে কিছু জায়গায় Softr এর অ্যাডভান্সড কাস্টমাইজেশন অংশ আরেকটু ধীরে ব্যাখ্যা করলে ভালো হতো। সব মিলিয়ে কোর্স শেষে আমার কাছে একটা কার্যকরী CRM সিস্টেম আছে যা আমি প্রতিদিন ব্যবহার করছি।
Clear, methodical build of a real CRM that I'm already using to track my own clients.
Airtable ve Softr ile kendi CRM'imi kurdum; otomasyon kısmı biraz daha derin olabilirdi ama yine de çok işime yaradı.
Sempre tive dificuldade em organizar meus clientes de forma profissional, e esse curso resolveu isso mostrando como estruturar tudo direito no Airtable antes de partir para o Softr. As automações para lembrar follow-ups e atualizar status foram o que mais me impressionou. Hoje uso esse CRM todos os dias com meus clientes reais.
Really thorough breakdown of setting up a CRM from the ground up, starting with how to structure contacts and deals in Airtable before ever touching Softr. The automation lessons alone saved me hours of manual follow-up work I used to do by hand. By the end I had a genuinely usable system running for my small consulting business.
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Frequently asked
What do I need to take this course? +
Just a phone or computer with internet. No installs, no special hardware.
How do I pay? +
By card via Stripe. We don’t store card details — Stripe handles them securely.
Can I get a refund? +
Yes — full refund within 14 days, no questions asked.
How long will I have access? +
Forever. Once you purchase, the course is yours to revisit anytime.
Will I get a certificate? +
Yes. On completion you'll receive a certificate you can add to your LinkedIn profile.
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