Build your own CRM tool, with zero coding skills
Managing leads, campaigns, and follow-ups across multiple tools slows teams down.
In this live session, you’ll learn how to build a fully functional CRM for your sales and marketing workflows, without writing a single line of code.
You’ll walk away knowing how to:
Design a unified CRM dashboard that fits your sales and marketing process.
Capture leads from forms, campaigns, and websites automatically.
Track outreach, deal stages, and conversions in real time.
Automate reminders, follow-ups, and handoffs between marketing and sales.
Deploy your own internal CRM system on Greta, instantly.
By the end of the session, you’ll have your own working CRM prototype and know how to extend it for your team’s specific use case - faster, cheaper, and more flexible than any off-the-shelf solution.
The session will feature Vinita Ananth, CEO of HelpViber, who will share how AI-native builder tools are transforming the way teams create, experiment, and measure impact. She’ll be joined by Shubham Nigam, Founder of Questera and Greta AI, who works at the intersection of marketing, automation, and AI to help teams move faster and smarter.
Who should attend:
Marketers, solopreneurs, and sales teams who want to create custom workflow tools without engineering dependencies.