A high-value CRM and pipeline stages

0:00 what's going on everybody welcome to another video in our course make.com but for people who want to make real money today what I'm going to be teaching you is how to build an automated highquality CRM or customer relationship management platform using make.com as our driver I routinely sell these systems for between 5 to $10,000 to other clients I've built out more or less the exact same system that I'm going to show you for my own businesses which now do well over $ 70ish th000 a month and really this is just one of those high value fundamental operation skills that I think anybody that's doing automation as a service should know so if you're an experience Mak of you're just some newbie getting started this video is for you stay tuned and let's get into it okay so what is it that we are doing in practice today well it's quite simple we're going to set up a CRM in a project management software called clickup that's number one you don't have to be familiar with with clickup to understand what we're going to do in this video clickup can be subbed out for literally any project management software out there you could even hypothetically use Google Sheets and achieve the same result although I personally like using a dedicated platform because it's just

1:12 sexier um after we've set up the sort of foundation in our customer relationship management system so we're going to set up fields and columns and all that sort of stuff we're going to automate a couple of key aspects of the process if you've watched previous videos uh one of them included like a proposal generator where we did basically something similar in Monday so I'm not going to build out that aspect of it but you can imagine how you can integrate any sort of function like that like a oneclick proposal or some automatic status field thing um in make.com and just have that added to the step and basically what I'm going to build out for you today is is it's going to be like a a nub that you can then build anything else out for your own system or your own CRM or your own business the reason why is because crms in and of themselves are aren't

2:00 very powerful they're simply places to put data where you can read through them later like your customer's birthday or their first name their last name the place they went to school and that's not really the high Roi part here the high Roi part is taking that data and then using it to template out sales activities do things like track uh revenue or cash collected or dashboards that sort of thing and just make sure that your sales team always just knows what's going on at every point in time those are those are the higher activities and so um this the CRM that I'm going to build it's just going to be like a a very standard template with only a few columns um what I want you guys to do is if you're building this out for your own business or if you're building this out for your clients make sure to add another like five or 10 times the fields here make sure that all the information you're getting about