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Build Your Own CRM Without Coding or IT Skills
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Welcome to our ultimate video guide on building a custom CRM app. This video series will cover some of the basic and intermediate functionalities within the Caspio platform.
Here you will learn how to build an entry level application that’s really meant for first time users. For more advanced concepts and features, you can browse our library of articles and videos inside our Resource Center and Knowledge Base.
Part 1 will give you a quick overview of the app, so you know exactly what we plan on developing.
Inside this simple CRM application, we chose to develop an app that has two user levels: We can log in as an employee or a sales rep, or as a manager.
Keep in mind that the Caspio platform allows you to build more sophisticated user-level management workflows. But for the sake of this training, we opted to keep things simple. Here’s an overview of what you’ll see in the employee dashboard:
Now, let’s look at what the manager can see once they sign into their dashboard:
Join us in the next video where we’ll teach you how to develop the necessary database tables that will serve as the foundation of your simple CRM app.
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