AI 101 Series: Build Your AI CRM
A live 60-minute training where you build a CRM that fits how you actually work — contacts, context, next step — and load your real people into it before you leave the room.
You did not avoid a CRM because you are disorganized. You avoided it because every CRM on the market asks you to reorganize your business around its opinion of how a pipeline works, and then charges you monthly for the privilege. So your pipeline lives in your head, three spreadsheets, and a starred inbox, and you lose people in the gaps between them.
In this session, Arjita Sethi, founder of Build with AI Club, builds a CRM live, from nothing, shaped around a real pipeline rather than a template. You will build yours alongside her and put your actual contacts in it before the session ends.
What you will learn:
Why generic CRMs get abandoned in week three, and what a system has to know about you to survive
Designing the fields around your real pipeline instead of somebody else's sales process
Building it live, with no code written by hand
Getting your existing contacts in, from wherever they currently live
The maintenance loop: how it stays current without turning into a second job
What you will walk away with:
A working CRM holding your real contacts, not sample data
The build itself, yours to change whenever your process changes
A pipeline that exists somewhere other than your memory
Who this is for: Anyone tracking people. Clients, candidates, collaborators, investors, members, students. If you have ever lost someone because you forgot to follow up, this is your session. No technical background required.
Your host: Arjita Sethi is the founder of Build with AI Club, creator of the vibe-coded wellness platform Find Shaanti, a Lecturer of Entrepreneurship at San Francisco State University, Advisory Board member at the Nasdaq Entrepreneurial Center, and a Claude Community Ambassador for San Francisco for the non-technical and moms vertical. She has abandoned four commercial CRMs and now runs on the one she built herself.