How to build a Nocode CRM?

Temps de lecture :
5 MIN

What is a CRM in a business?

A CRM is a software that helps companies to manage, follow and organize their customer relationships.

All users of the CRM software have access to the information they need, at any time and in any medium. CRM stands for "customer relationship management".

You can use CRM to improve your sales, marketing and customer service operations throughout your organization. Customer data, such as user behavior, time spent by a customer with your company, purchase records and notes on sales contacts, can all be stored in a CRM.

CRM focuses on the relationship between the company and individuals, including customers, service users, employees or suppliers. CRM provides easy access and visibility into databases, which simplifies collaboration, and management and boosts productivity.

Everyone in your company can see how customers have chosen to communicate with you, the history, date, amount of their purchases, and much more. CRM helps businesses of all sizes to drive growth, especially small businesses that often have to find ways to do more with less.

Modern Nocode CRMs can cover 60% to 100% of a project's needs. Nocode allows non-technical people to quickly and easily implement applications, websites or CRMs that would previously have required technical skills.

Would you like to be accompanied in creating your CRM in Nocode? Just contact us.

Why use the No code for CRM?

The advantages and disadvantages of a No code CRM

The computer architecture of the CRM, the structure of its database, its characteristics, its parameterization and many other elements must be adapted to the functioning of the company (customer path and organization, sector of activity, size...).

Among the most popular solutions to create No code CRM, many companies choose Airtable or Notion. A No code CRM allows obtaining a tool with capacities adapted to the business and 100% personalized. Thus, the No code CRM is tailored to the user's organizational mode and not the other way around. And even with more than 400 solutions on the market, it is sometimes difficult for a company to find a model that suits all employees. No code CRMs are completely scalable, more agile, more efficient and less expensive.

Advantages :

  • 100% customisable
  • You can develop the tool according to your needs
  • Easy to create and use
  • No need for developers
  • Mixed use: project management, financial management...
  • You can connect it with your other tools
  • Easier with No code with drag and drop
  • Automation possible: invoice send directly to accounting, quick price calculation ....
  • Most tools offer templates to start with

Disadvantages :

  • Creating your CRM without a template will involve a lot of design work and reflection beforehand
  • Reports can be difficult to set up depending on the tools you use
  • Some features are less advanced on No code tools than on classic CRM

What are No code CRM tools?

No code reduces companies' dependence on technical teams and helps them move much faster in improving their business processes. Building a custom CRM can take much less time when you use No code tools like :

  • Notion
  • Airtable
  • Bubble
  • Glide

These tools are data model builders, they allow you to build databases.

Choosing the right CRM for your company depends on a number of factors: its relationships with customers, service users, employees, partners and suppliers.

How to build a CRM in No code?

To design a CRM in No code, you need to know on what basis you want to build it. That is to say, if you prefer to build a custom one or if you prefer to have a base with a basic model. In both cases, you will need some prerequisites...

Prerequisites to build a CRM

Designing a CRM in No code requires some prerequisites:

First, you need to choose a database with some information about the team members and the customers. It will contain contact information, different axes on their buying behavior and everything that can help you target your customers. This information is imported and stored in the database and will allow the analysis of the prospect's behavior and intention.

Next, you need to define important features for your business:

  • Contact info (contact details ⇒ contact)
  • Purchase history (everything the customer has purchased; how did they find out about the company?...)
  • Task integration/automation (Make, Zapier)
  • Customer-employee interaction history (experience evaluation)
  • Sales funnels (track promotional campaigns; categorize and build a new campaign)
  • Reporting and analytics dashboard

The last thing to consider before embarking on a CRM is security. Most of your staff will have access to the CRM, but not all of them are qualified to review the dashboard, for example. It is therefore a good idea to define a hierarchy of CRM users in advance, in order to define roles for each user.

Creating a CRM with templates

The Notion, Airtable, Bubble and Glide tools all have templates to allow you to create a CRM. We share with you a small selection:

Notion's CRM templates

Notion is known to be a multi-functional tool that is fully customizable. The ability of this tool to adapt perfectly to your needs is impressive. It shows it all the more with a very active community that is growing day by day. Thanks to this community, we can gather hundreds of templates adapted to your needs. Find out more about Notion

We share with you two free templates that can be a good basis for your CRM :

https://www.notion.so/templates/sales-crm

https://www.notion.so/templates/funding-os

Airtable's CRM template

Airtable is one of the No code tools that allows you to easily create a database. This tool is a classic for anyone who doesn't want to bother with Excel cross tabs anymore. The tool is easier to use and UX is very pleasant. Find out more about Airtable

Here are two CRM templates in Airtable:

https://www.airtable.com/templates/sales-crm/expvjTzYAZareV1pt

https://www.airtable.com/templates/vc-deal-flow-and-contact-manager/expzlyTzLHP0IApEh

Bubble's CRM template

Bubble is known as the most complete Nocode development tool. This tool is more than powerful and is growing with a growing community all over the world. Find out more about Bubble

Here we share two more CRM templates in Bubble:

https://bubble.io/template/crm--sales-pipelinefunnel-1524477906306x391424432326574100

https://bubble.io/template/munster---dashboard-crm-1548104179106x246759350767714300

Glide's CRM template

Glide is an easy and very convenient to use No code tool. It allows you to design an application quickly with little knowledge. And with the templates it's even easier. Find out more about Glide.

Here again we share two CRM templates on Glide:

https://www.glideapps.com/templates/company-crm-ug

https://www.glideapps.com/templates/crm-l8

Conclusion

To conclude, rather than choosing a classic CRM, often expensive and not very adaptable to the workings of small businesses, why not create your CRM with no-code tools? Even if these tools are not only intended for the CRM use case, they are capable of building super efficient and customizable CRMs!

Moreover, these are tools that you can use for many other uses. For example, you can create your CRM on Notion but also use it to manage your content creation and project management. This way, you will have a single tool on which you will be able to centralize your entire organization! This is also why it is very important to think carefully about the choice of the tool.

Don't hesitate to contact us if you have any questions 😃

Par
Emma Carvalho
Communication
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