Learning map
BUILD · Design

Build Your Own CRM

Generic CRM software comes with someone else’s workflow baked in. Its fields and screens force your process into its shape. Your work is probably simpler than that. A custom CRM is one of the flagship builds because it shows AI fitting your actual workflow.

By the end of this lesson

  • You can scope a CRM to the fields you use and drop the ones you ignore.
  • You can ask connected records which deals went quiet and draft a nudge.
  • You know which customer details stay out of a plain chat window.
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