Softr CRM Template | No-code CRM from template in minutes
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- Опубликовано: 24 июл 2024
- Building a custom CRM from scratch has never been easier, thanks to this new template from Softr. This standard CRM template makes it easy for your team to work together on tracking relationships with customers and tracks Accounts, Deals, Interactions, and Contacts. It can also be customized for your needs without any coding! 👇
Check out Softr 👉 www.softr.io/?... 👈 🔮
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Learn more at these links: 🔗 👇
Join us for our next live training!
www.garethpronovost.com/webin...
Take our free Airtable Crash Course!
garethpronovost.com/airtable-...
Getting Stuck? See how we can help!
garethpronovost.com
Get our Airtable Field Type download!
www.gapconsulting.io/airtable...
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Table of Contents: 📖 👇
00:00 - What this video covers
02:00 - What is Softr and why do you need it?
03:36 - How to install a webapp using a Softr template
08:26 - Previewing the app as a user
11:39 - Customize your webapp for your needs
13:36 - How to Get More Help!
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Software Resources (may contain affiliate links): 💻 👇
Softr - www.softr.io/?...
Airtable - airtable.com/invite/r/v0eI3ASY
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#GAPConsulting #Softr #Airtable 
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Build no-code *webapps with Softr* - 👉 www.softr.io/?GarethPronovost 👈
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Just wish you could have users edit info from within softr, then it would be a no brianer for me
@@tommygun5035 I'm told we'll have that feature within the week! 😱
Hi, ~I am looking for a solution that would keep track of my orders, profits, price lists (with pictures), prices and profits by customers, cost lists, and customers (what they buy normally, their forecasts along with their basic information) and inventory. Would airtable be able to cover all? or would you recommend some add ons/temlplate? I am eager to use airtable, but it's a lot of work to structure and learn which hinders me from subscribing.
@@XAE_A_Xii yes, everything that you mentioned here can be tracked in Airtable. Although, as you mentioned, it's a lot of work to build this all out! Add-on products can certainly help make this more powerful, for example you might want to build a customer portal with Softr.io - there are several different add-on tools that we use to further enhance Airtable's capabilities, it really depends on your specific goals and desires.
The short answer for you: yes, this is possible! 💪
@@GarethPronovost thanks a lot, i just wish someone else could just set up all that for me :) too busy working old way so no time to move to new way
It will be superb when we can edit records. That´s what i need! Great job Gareth!
We can now!
Whoa! This maybe the solution I'm looking for. Will need to play around with it. Haven't heard of Softr before.
Hope this pointed you in a solid direction!
Superbly helpful! Thank you GAP
Glad to help, Randy! All the credit goes to Softr, this new feature is incredible!
So wish them or stacker had the ability to sort a column in a table.
Softr is great
They are taking this whole thing to the next level. 💯
Hi there, nice video - Could I use Softr to build a database of journalists and have my customers log in to access the database, download contacts, search for specific elements e.g. publication or publisher?
Absolutely 💯
Is it possible to create dashboards with airtable and softr? Thank you.
Absolutely!
What if you already have a lot of data and you just want to connect it to softr? Do we have to use templates?
Not at all! You can build your own interface from scratch!
Can you upload files in Softr that attach to the client's record in Airtable?
I don't think the native Softr forms allow for attachments yet. That said, you can embed a more advanced form in your Softr app, say using JotForm, that would allow for attachments to be captured with the form.
Does softr now allow showing linked records? That was the only reason I’m not using it honestly.
Yes indeed. In fact, in this template, you can view the linked "Contacts" that connect to an "Account" - pretty slick solution!
@@GarethPronovost I just came across Softr so very early in my discovery process but that doesn't seem to work when it's loaded up with a live Airtable. Their support page still says that they don't support linked records. Could be how I have my Airtable set up but even lookup fields are acting weird and just showing gibberish versus the text I was anticipating.
@@bradleyapeters sorry for the confusion, the roadmap is just updated to reflect that the linked records are now launched. Please send us a message on the support chat, we will have a look what's the issue you are facing with live mapping and lookup fields - both should work fine, we haven't noticed any issues so far.
I build full directory on softr can i sell it as a template?
I'd suggest reaching out to Softr - I believe they do have some folks building templates for them but I'm not certain what the payment model looks like.
How do users delete records?
Generally we don't want to delete records from a database, but instead archive them (mark them as inactive). You can't delete records from Softr, but you can create a field to move them into inactive.