CRM for Small Business Owners
The Only CRM you Will Need for Your Business
Introduction
Template Name
CRM for Small Business Owners
Purpose
To help business owners with a working CRM software that helps them manage their sales, contacts and tasks
Target Audience
Small Business Owners
Startups in Early Stage
Entrepreneurs in Validation Stage
About
CRM for Small Business Owners is a customer relationship management tool for small business owners, startups in early stage, and entrepreneurs in validation stage.
This CRM can be useful to effectively conduct business, manage clients, and increase sales, without significant costs for IT resources and personnel.
You can integrate this template into your lead generation platforms and customize it to fit its functionality.
We have collected all the necessary tools and functions for an application of this type. For example, collecting statistical data on the number of orders, income, and visits, which are displayed in graphs. Lists of clients and orders will help you structure your business. Also, thanks to the notification system, you will always be sure that you haven’t missed anything.
This template is fully responsive for all types of devices. Our team has developed this template according to all modern UX/UI design standards with an intuitive interface and pleasant colors.
The template is entirely free! For a limited time, you can customize it with any three feature modifications or additions for just $350. We're here to help you tailor this template to your needs—simply reach out with your ideas at http://snaptechproject.com
Key Features
3 User Type (Admin, Manager, Sales Rep)
Kanban Board for Deal Management
Contacts & Tasks Management
Role Based Access Control
Stages & Tags
User Report
Demo
Brief demo to experience the CRM and its features
Links
Getting Started
Requirements to Run this Template
Bubble Account
No Paid Plugins
No Paid Integrations
Installing this Template
Step-1: Download this template from marketplace
On the templates page Link to Bubble Template Page click on the purchase button as shown in the image below.
Step-2: Create an app
On your bubble dashboard, click on apps button on the left navigation and click on create an app as shown in the image below.
Step-3: Clone the template
When the popup for create an app opens, select the CRM for Small Business Owners option as shown in image below
Removing Ad Banner
Once the template is installed, you can remove the ad banner by following below steps.
Step-1: Open the app, and go to home page as shown in image below
Step-2: Search for term 'Ad Banner' in the elements section as shown in image below
Step-3: Right click on 'FloatingGroup Ad Banner' and select 'Delete'
In case of any challenges, reach out to us at mohit.vanvari@snaptechproject.com
Page Structure
Index
This page is sign in/sign up page used to authorize the user.
Home
Home page is the application page which has multiple modules. This application has been designed as Single Page Application (SPA) architecture to enhance performance. The modules in this page are as follows:
Dashboard: This tab shows the analytics on sales, tasks, follow ups and more
Contact: This tab shows the contacts/leads for the business
Deal: This tab shows the intuitive kanban board for deal management
Tasks: This tab shows the tasks assigned to user, their timeline, etc.
Reports: This tab shows the report on performance of your sales reps with multiple KPIs
Settings: This tab has the settings on adding user, profile edits, stages & tags
Workflows & Logics
Workflows are the actions taken by Bubble.io based on the user actions. For example: When user clicks on login button, then the series of actions that need to be taken like log the user in, redirect to home page, are called workflows.
The workflows on CRM for Small Business Owners is categorized by color and folders. The workflows are categorized by folder based on their modules like Dashboard, Contacts, Deal, etc. Further, they are categorized by color as follows:
Orange Workflow: These workflows represent the redirect operations like redirect to home page, etc.
Blue Workflows: These workflows represent the positive actions like show popup, set state which do not take any resources from bubble.io to run.
Cyan Workflows: These workflows represent the negative actions like hide popup, reset data which do not take any resources from bubble.io to run.
Green Workflows: These workflows represent the positive database operations like create a new user, make changes to user, etc.
Red Workflows: These workflows represent the negative database operations like delete the user. These workflows must be dealt with carefully.
Grey Workflows: These workflows are the other workflows that don't fall under any of the above categories.
Data Type
The data type is the category of the data which has been set in the database.
Contact
deal
list of deals
list of deals ongoing with a contact
text
email id of contact
name
text
Name of contact
organisation
Organisation
Organisation of contact
phone
number
Phone number of contact
Deal
assigned_user
User
Assigned user on the deal
contact
contact
Contact for the deal
deal_amount
number
Deal amount
deal_id
number
Incremental deal id
follow_up
date
Follow up with the deal contact
organisation
Organisation
Organisation with the deal
stage
Stage
Stage the deal is in
tags
List of Tags
Tags assigned to the deal
Organisation
contact
Contact
Contacts within organisation
org_name
text
Organisation name
org_section
text
Organisation Sector
Deal_Dispose_History
deal
Deal
Deal on which the changes history is being marked
follow_up
date
Follow up date marked on the Deal
notes
text
Notes mentioned on the deal
Comments
comment
text
Comment added on a task
sent_by
User
User who added comment
task
Task
Task on which the comments are added
Task
assigned_user
User
Assigned user on the task
completion_status
yes/no
Completion status of the task
contact
Contact
Contact assigned with the task
deadline
date
Deadline to complete the task
deal
deal
Deal on which the task is associated
priority
Priority
Priority of the task
task_name
text
Task Name
Notification
notification_text
text
Notification text
read
yes/no
Read status
sent_to
user
Sent to user
User
assigned_contact
Contact
Assigned contacts to the user
avatar
image
Avatar of the user
name
text
Name of the user
phone
number
Phone of the user
role
roles
Role of the user
task
List of tasks
Task assigned to the user
Option Sets
Option sets are fixed options that can be assigned to any field in database. Option sets enhance the performance of the app and reduce database operations. This can lead to scalability of application, and reduced cost.
Roles
Display
text
Admin , Manager , Sales User
Priority
Display
text
High , Medium , Low
Stage
Display
text
Open , First Contact , In Progress , Lost , Won
Order
number
Open: 1 First Contact: 2 In Progress: 3 Won: 4 Lost: 5
Stage Tags
List of tags
Open: Hot, Warm, Cold
First Contact: Unreachable, Demo Taken, Demo Denied In Progress: Demo done, Demo rescheduled, Demo no-show Won: Right Price, Good product Lost: Chose competitor
Tags
Display
text
Hot Warm Cold Unreachable Demo Taken Demo Denied Demo done Demo rescheduled Demo no-show Right Price Good Product Chode competitor
How to Edit Option Sets
Step-1: To edit any option sets, go to your app editor and click on database as shown in the image below
Step-2: There are various option sets available for the edit. Click on the option that you want to edit.
Step-3: To edit associated Tags with a stage, go to the stage option and click on Modify attributes as shown in image below
Step-4: Add any tags on the popup that has opened and click save as shown in the image below
The template is entirely free! For a limited time, you can customize it with any three feature modifications or additions for just $350. We're here to help you tailor this template to your needs—simply reach out with your ideas at http://snaptechproject.com
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