Lovable No-Code Building CRM Part 2: Unlock Business Growth Without Coding Skills!
Description
In this game-changing tutorial part 2, we're diving deep into building a powerful, lovable CRM system WITHOUT writing a single line of code. Whether you're an entrepreneur, small business owner, or startup founder, this video is your ultimate blueprint to streamline operations and skyrocket the operation and make your idea comes to the reality.
Summary
Building a No-Code CRM System with Lovable: Part 2
In this informative tutorial, the creator continues building a custom CRM system for their fractional CMO company using Lovable's no-code platform. Following up on part one, where they established the basic structure and leads section, this video demonstrates how to expand the system by adding deals, projects, invoices, agreements, and time tracking modules—all without writing a single line of code.
The video walks viewers through the step-by-step process of using AI agents to generate each section of the CRM. While showcasing the impressive capabilities of the technology, the creator highlights both successes and limitations of the no-code approach. The deals section successfully displays various stages of the sales pipeline with filtering options, while the projects module effectively organizes client work with progress tracking and team assignment features.
Throughout the demonstration, viewers can see practical CRM elements like invoice management, agreement templates, and client tracking tools taking shape. The creator provides valuable insights into the importance of building systems incrementally rather than seeking perfection from the start—emphasizing how this approach allows for better visualization, testing, and refinement.
The video also candidly addresses some limitations of the current AI-powered development process, including occasional errors and functionality gaps that would need further refinement. Despite these challenges, the creator remains enthusiastic about how rapidly AI technology is advancing and how it enables non-technical entrepreneurs to build sophisticated business tools in minutes rather than months.
This tutorial is particularly valuable for small business owners, entrepreneurs, and startup founders looking to streamline their operations without investing in expensive off-the-shelf CRM solutions or hiring developers. By showing the real-time development process—complete with successes and challenges—the video provides a realistic look at what's possible with today's no-code tools and AI-assisted development platforms for creating custom business management systems.
Transcript
0:00
Hello everybody, welcome back to my
0:04
channel and in this video we're going to
0:07
discover part two of building a
0:11
CRM software for our one of our company
0:16
which is CMO experience fractional CMO
0:19
company that we run. So the last episode
0:22
that we have the part one that we
0:24
explaining how to build the CRM using
0:28
lovable and how to use the agent to
0:32
build the entire CRM from the structure
0:37
that you already built and the prom and
0:40
all of this thing that we just discussed
0:42
before. So in this case we're going to
0:44
just continue building it since we have
0:48
five credits each day. So, we're going
0:50
to use that five credits. And now, let's
0:54
grab into it. So, I already have one
0:58
prom here. Before we already built the
1:01
last one, we built for the leads section
1:04
here. And now, we're going to build for
1:06
the deal. So, as you could see, it's
1:08
still
1:10
404 page not found. So, now we're going
1:13
to build it together. Let's run it.
1:17
and it's going to be waiting a couple of
1:20
minutes usually one two three minute
1:23
depends on how big the data is and how
1:26
fast the agent going to run it. So yeah
1:29
any yeah anyway thank you for watching
1:33
my videos the previous one if you
1:36
continue watching this one too I really
1:39
appreciate it and if you like this type
1:41
of video don't forget to like and if you
1:43
have any idea what should I create and
1:46
any feedback feel free to comment and if
1:49
you think this video that valuable for
1:52
yourself and other people that you could
1:55
share it too so Yeah, I'm really excited
1:59
about how this CRM is going to look like
2:02
after we refine all of the aspect of the
2:07
CRM and all of the part the structure
2:10
and how it's going to work
2:13
and it it's really interesting because
2:16
this is my first time building a CRM. I
2:18
used a CRM before which is quite a lot
2:22
of CRM that I use as you might know it.
2:25
One of them is goal level. So what
2:28
allin-one platform that you could use
2:30
for marketing and now we use custom
2:35
solution that we built ourselves. So
2:39
that lead me into the into that lead me
2:42
into the direction to create our own CRM
2:47
and just try to build it from there
2:50
slowly step by step what is needed. So
2:55
that would
2:57
be serve the need of the company. So if
3:00
I need
3:02
some developer in the future to finish
3:05
the CRM, I might do that as well to make
3:09
the CRM fully working. And in this case,
3:15
we just try to build it to see the
3:19
visual and the capab the capability of
3:23
the agent how it code and what is the
3:27
result from the agent and the prompt
3:30
that we created. So last time we really
3:35
build it quite good as you could see
3:37
it's really impressive here. If you
3:39
could see the dashboards, it has even
3:41
like the effect when you
3:43
hover the yeah the cursor into it. It it
3:48
has this effect just popping up. So,
3:51
it's really good. And these two as well.
3:54
If you look at the graph, it's really
3:57
giving you the the way it has like it
4:02
just
4:03
dynamic just following the actual data
4:07
and based on the coordinate that we put
4:10
and yeah before that as always we want
4:13
to okay it's a error here. Let's dismiss
4:16
it.
4:19
Okay, I've created blah blah blah blah
4:21
about the deals. Still not found
4:29
yet. We're still waiting. Still
4:33
waiting. Yeah, spinning up send
4:38
block. We'll see how it goes. But yeah,
4:42
we got here's the deal. And I would like
4:45
to
4:47
see how it's look like over there. Let's
4:51
refresh
4:56
it. So before that let's let's prepare
4:59
for the management for the project and I
5:03
would love
5:05
to continue
5:07
here. Oh the deal is already there. So
5:11
oh sorry. So let's go for the
5:17
project before we exploring the deal. We
5:20
just run
5:21
this
5:24
for yeah for the project. Let's get
5:29
it. Let's refresh
5:35
now how this would
5:38
affecting
5:40
our deal.
5:44
And we'll see here. Okay, I've created
5:48
complete deals. Let's run it for the
5:51
project. And now let's Wow, it's
5:54
gone. It's gone. It's gone. It's gone,
5:59
guys. As you can see, before it's
6:02
appear, it's really appear before the
6:05
deals appear and now it is gone. I don't
6:09
know what is happening.
6:14
But yeah, the deal is
6:20
gone. The deal is
6:25
gone. Damn. So that must be some
6:32
error that going on for for the for the
6:36
code here.
6:38
And now we just skip the
6:43
deal. And now we just need to wait
6:47
again to to to waiting the agent to
6:51
finish the project section because we
6:54
already put the project here for the new
6:57
prompt because the previous one it's
7:00
literally here.
7:02
deals page from the start to finish with
7:05
all of the element that needed and sync
7:08
to the dashboard it's also respondents
7:11
I'll create a complete blah blah blah
7:13
and then after that I've created the
7:15
complete deals page but
7:18
now
7:21
nothing absolutely
7:25
nothing it was visible for a
7:29
bit now it's gone
7:35
There's there's a lot of there's a lot
7:38
of things that need to be done
7:39
especially the profile the notification
7:42
the setting and my favorite one is going
7:45
to be the feedback because feedback it
7:47
will be the one of the important thing
7:49
to to measure where is the bottleneck
7:52
where is
7:54
the the operation stuck and usually it's
7:58
the way how
8:00
to grow and outage the
8:04
business. This will be one of the
8:07
favorite. We're still waiting. It's
8:10
taking
8:11
ages.
8:13
Ages. But yeah. Anyway anyway anyway for
8:17
eight minutes we've been talking and
8:20
nothing have done yet because of the
8:22
data is error and I really impressed how
8:26
the technology moving so fast right now
8:30
when AI agent could code could building
8:34
a software could build all of
8:37
this that necessary before for people to
8:43
get to get into attack or building some
8:47
software or app or platform that might
8:50
take months to build. And now it just
8:54
take a couple of minutes. As you could
8:56
see, it's back. I don't know what is
8:58
going on, but anyway, we got the deals
9:01
here. Let's check the deal
9:04
section. All stages here's and there's
9:08
the deal, the name of it.
9:11
Uh, yep. And this the
9:14
company the value and the stages is it
9:19
qualification negotiation close
9:22
warn expected close oh this is good the
9:26
expected close it's it's using the
9:29
expected close using the where is where
9:34
is the analytic here probably using this
9:37
cycle leng of the sales and that
9:41
probably how It's how it's calculate
9:44
here which is really cool. If is this
9:46
really work that sync and connected to
9:51
all of the data is really powerful. And
9:54
here's the
9:55
owner. Yeah. Here's this table. Here's
9:57
the card. Whoa. This is cool, bro. This
10:00
is cool. Super cool. Yeah. In my
10:04
opinion, this is cool because you can
10:06
filter it.
10:08
could see which one that's working
10:12
and which one is not. Oh, it's
10:17
working. Okay. Okay. This filter is
10:21
working but this one is
10:24
not. Not working yet. Okay. Seven
10:29
days. I don't think this working
10:33
yet. Anyway,
10:37
it's Yeah, it's not working. Reset
10:40
filter. Let's go to the second one. It's
10:43
not working,
10:45
too. Second is not working. Third is not
10:48
working. So, yeah, it's pretty simple.
10:50
Let's check the
10:52
search. Okay, the search is working.
10:55
This filter is working. This This isn't
10:59
working. So, okay, that's fine. Let's go
11:02
to the project. How we going to see the
11:05
project? Oh, five project phone in
11:10
progress. This is
11:12
cool. Okay. Want to see? Okay, this is
11:18
working
11:19
completed. All all clients I record.
11:24
Okay, this working too. This week this
11:28
is not working.
11:30
And let's go into
11:32
it. Website security audit cyber guard
11:37
solution. Okay, this is the date. It's
11:41
completed
11:43
65% 13 to
11:45
20 task in total. Two teams member few
11:49
detail. Oh, this is good. Has all of
11:53
this.
11:55
The description is comprehensive
11:57
security audit and
11:59
vulnerability vulnerability assessment
12:02
of the client's website and web
12:05
applications. John do Jen Smith
12:09
and yeah it's not working the ad member.
12:12
Here's the overview. Project summary,
12:15
statues in progress, timeline, client
12:18
comprehensive security audit,
12:19
vulnerability assets, blah blah blah.
12:22
Timeline. The client's recent activity.
12:26
Initial plan meeting went well. Client
12:28
is focused on improving security posture
12:31
while maintaining good user experience.
12:35
Jen Smith content strategy draft
12:37
completed. Need client feedback on
12:39
messaging approach.
12:42
View all activity it's not available yet
12:46
or the
12:46
task available note available as well.
12:55
File. Okay. File is not working
12:58
yet.
13:01
Edit. Here's the table. So you can
13:06
see.
13:08
Edit. Okay. Here's working. Add new
13:11
project but it's going to be same like
13:13
before it will be not working. Let's say
13:18
uh some tag
13:20
client cyber security
13:23
guard.
13:30
Okay. It's not working. It's not
13:33
working. So yeah absolutely absolutely
13:36
absolutely fine about the project
13:39
one let's create now create the
13:50
complete
13:52
invoices
13:53
page
13:55
from
14:01
oh elements commands
14:06
that essential and needed. Okay, let's
14:11
run
14:14
it. Uh notification is not working. So
14:18
we have already one, two, three, four,
14:20
five, six, seven,
14:25
seven section that work.
14:30
We're still waiting for one, two, three,
14:32
four, four more so we could have a
14:37
better understanding and better view of
14:41
the CRM
14:44
and from there we could modify slowly
14:49
what do we like what we don't like. So
14:52
it's better to build it slowly because
14:55
now you could feel it, you could
14:59
visualize when you could see you know
15:02
what to change, what you like to remove,
15:06
what you like to add. So all of these
15:09
thing you could think about about the
15:12
new area about new
15:15
modification usually came after you see
15:18
and experience it. That's why I'm a big
15:21
fan
15:23
of creating it slowly. Just do it first
15:26
and from there then refine it. Comparing
15:30
you just perfect perfection is since the
15:34
beginning and it's
15:36
eventually that you don't take any
15:39
action to to build the software or yeah
15:45
the CRM. So
15:48
anyway, we'll see how it's going to look
15:52
like about the invoices because from
15:56
here as you could see from the contact
15:59
companies
16:00
lead and project it has like a same
16:05
pattern it has the filter here and the
16:08
data here and then after that the
16:10
project there. So the idea is it's not
16:15
to make it the same all of
16:18
this. So after seeing it and
16:22
now I have idea to modify it actually to
16:27
not really same to each other and put
16:32
some creative and add more data
16:36
function and eventually could help the
16:41
the team and the company analyze the
16:45
data better and make a better decision
16:48
for the future.
16:49
or to the next campaign or to the new
16:52
client. So all of this thing that
16:54
necessary for the
16:57
update. We're still waiting for the
16:59
invoices how it will look like. Okay,
17:03
it's it's ready. It's
17:06
ready. Let's go have a look. Okay, it
17:10
show an error. Let's fix it.
17:22
Okay, it's fixing
17:24
itself. Still
17:28
waiting. Yeah, to be honest, I really
17:30
like the view of the dashboard here from
17:34
the visualiz visualization and the data
17:40
presenting using this graph.
17:46
And this one
17:49
too. That's really
17:55
dynamic. We could see here as well. Fuel
17:58
all the deal. It's connected. Isn't it
18:02
crazy? Fuel. Now we got here. That's the
18:07
deal. That's the
18:10
deal. That is so cool. So okay let's go
18:15
to the invoices exactly it's copy the
18:18
same it's copy the same pattern like the
18:22
other from the contact and the invoices
18:25
is completely look the same there's a
18:30
filter over here and there's a invoices
18:34
here that we could see here is
18:39
paid send clients edit print
18:44
download. It's not working
18:48
yet. It's not working
18:51
yet.
18:53
So, all is good. Action. Let's say if we
18:57
want to delete, is it possible to delete
18:59
it? Not
19:02
possible. I guess
19:05
paid. All of this
19:09
option is not working yet.
19:14
bad that we could create a invoice but
19:17
it's not
19:19
possible. It's not possible
19:23
yet. Yeah.
19:26
Anyway, let's go
19:29
here. Okay. The filter is working.
19:36
The good thing is not all of even like
19:38
we put it as I mentioned it before step
19:42
by
19:43
step about
19:45
putting
19:47
the comment or prompt one by one it's
19:51
still it didn't get it all and we just
19:55
need
19:56
to to put it
19:59
[Music]
20:00
first
20:02
and want to create the agreement
20:07
here
20:09
agreement
20:11
page eventually it's going we will run
20:14
out of the credit from here one two
20:17
three four it will be one
20:20
one more
20:23
uh page that we could build after this
20:25
which is time tracking and the feedback
20:27
will be later on but I'm I'm not going
20:30
to make the third part because as you
20:33
could see the pattern is pretty much the
20:35
same just uploading the prom and then
20:40
you're going to get the result through
20:42
that. It's better that I create another
20:46
video letter for the result or the end
20:52
CRM visualization how it look like after
20:56
modify and new ideas and new improvement
21:03
and connected to the data and for now I
21:07
think this type
21:10
of CRM design will do the
21:14
visualization. So we're not that close
21:18
yet in term of
21:21
the idea that we have in mind and make
21:25
it to the
21:26
reality
21:29
time
21:33
tracking that's good. So after this we
21:37
will have some breakdown in term of this
21:42
CRM. So yeah, I don't know. Recently I
21:46
was really go into AI and system and
21:53
just try to figure it out thing and
21:56
solve the reality problem and solve the
22:00
actual struggling or other necessary
22:04
stuff in the market that I could solve
22:07
using AI for sure.
22:11
Now AI can't do tasks autonomously or
22:17
automatically without any command or
22:20
without any pattern or structure that
22:22
you built on top of this AI capability.
22:26
And if you're expecting AI to do the
22:29
most of the work with a little amount of
22:33
framework and structure that you give to
22:36
AI agent or any type of automation, any
22:40
type
22:42
of workflow, it wouldn't do that much.
22:45
It's always came down into the process.
22:48
If you have the process clear and then
22:52
now you could automate it before you
22:54
knowing how the step by-step process and
22:57
how the repetitive task going on that
23:00
you wouldn't know what to automate. So
23:03
as you could see here even it's giving
23:05
an error now. So I need to submit the
23:09
fix bug and it
23:13
will do it by themsel and still
23:17
replaying as I could say
23:19
before it's always came down into
23:25
the end goal of
23:27
[Music]
23:29
the automation or workflow. How could we
23:34
benefit from using AI? How could we put
23:39
a lot
23:41
of time and
23:44
still getting the most
23:47
research result that we could get and
23:51
that's I think eventually it's going to
23:56
be better and better for the future
23:59
about this technology but now it still
24:01
needed a guidance it still needed a
24:04
framework
24:06
work as you could see here is again it's
24:10
doing the same
24:13
filter it's the left
24:15
side fortunately it's working so it's
24:20
good but still I need to put all type
24:25
and all statues there's the ID here
24:30
there's a title content marketing
24:32
campaign marketing services, retainer,
24:34
marketing strategy development, social
24:37
media management, website maintenance,
24:40
web, website project design. So all of
24:42
these it has the
24:44
client. So project
24:47
base, it has sent to client or content
24:51
marketing campaign have been sent to
24:53
Umbrella
24:56
Corporation can be download
24:59
started. Okay, download started. I don't
25:03
really know if that really downloading
25:05
but anyway it's uh it's working there.
25:10
It's called
25:12
expired and okay it's working. Let's
25:15
create a new agreement project base
25:17
consultancy maintenance
25:22
retainer. Okay. Agreement
25:26
value. Okay. Cool. Cool.
25:30
[Music]
25:35
Creamman project
25:39
base 30 grand started
25:46
today. Come on and finish
25:50
it me.
26:08
Okay, it's still the same. It's not
26:10
adding the new one. It's giving me the
26:12
notification here. It's successful
26:16
uh implemented into the CRM, but
26:20
visually we can't really see it. meaning
26:23
that there's still some system that is
26:26
not working if we would to create new
26:31
agreements. So many thing that's still
26:35
not available at the
26:37
moment about the CRM that how we're
26:41
going to utilize and fix it for the
26:44
future. But as I could see here, we're
26:48
slowly building it one by one, page by
26:51
page. And now it's
26:55
finishing the time tracking
26:59
page and giving me an error here. As you
27:04
can see, I can't really fix it here. I
27:06
need to wait it tomorrow for that.
27:11
Yeah,
27:12
[Music]
27:15
for yeah it's not possible
27:19
yet. So yeah, so that is about today
27:24
video of the part two of building a CRM
27:29
and next one I will
27:32
build the CRM close to the finish and
27:36
then after that I could create another
27:39
video to see the progress and the
27:42
comparison from this video of part one
27:46
and two and eventually go into the final
27:50
product how it's going to look like it's
27:53
going to take some time especially using
27:56
the AI agent the prompting engineering
27:59
the structure of the prompt how could we
28:02
make the AI agent understand what we
28:05
want in term of the creating the CRM and
28:08
the command and the output that we want
28:11
for the agent that generates the code
28:15
and eventually use the software and the
28:19
function of the software as well. And
28:22
for now that is what we could build
28:25
using a lovable building a CRM and we
28:29
will
28:30
see the final product later on. And
28:34
thank you for watching and see you in
28:37
the next video and don't forget to like
28:40
and subscribe. Thank you so much. Have a
28:44
good day.