Build a Custom CRM

Summarized Video Transcript

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:

• The employee’s sales funnel
• Their entire pipeline broken down in four stages
• A report that groups all their potential leads in each stage
• The ability to input new leads, set the stage and input lead size via a form
• The ability to search leads based on some criteria
• A report that has a stacked bar chart broken down based on stage

Now, let’s look at what the manager can see once they sign into their dashboard:

• The company’s sales funnel also broken down in four stages
• An aggregate of all the employees inputting their sales leads and revenue
• A report that lists all the employees supervised by the manager
• The ability to expand and collapse the stages of any employee
• The ability to select leads and quickly reassign them to other employees
• The ability to drill into details of each lead and make changes
• The ability to add a new sales rep to the team
• The ability to manage reps by drilling into details and making changes to their information