Ditch the Spreadsheets: Build Your Own CRM with AI
If your customer info is scattered across spreadsheets, sticky notes, and your email inbox, you're not alone, and you don't need expensive software or a developer to fix it, you need Softr.
This hands-on workshop shows you how to build your own CRM using AI, on Softr, no technical background required.
You'll learn how to:
Decide what your CRM actually needs to do
Map your contacts and business processes
Explore Softr's platform and AI capabilities
Start building an affordable system for your business
Who should attend?
Small business owners managing customers without a real system
Solo founders and freelancers juggling leads in spreadsheets or email
Anyone curious about building their own tools without hiring a developer
No technical background required.
Bonus: Free Softr credits for every attendee.
What to bring: Just your laptop, we'll have food and drinks.
Hosted by Juliana Olarte, founder and CEO of Coconut Breeze Media, a digital agency helping businesses automate their operations. Presented with Coconut Breeze Media, Groundswell Startups, and AAF Space Coast.
Space is limited. RSVP to save your spot.
About Softr: Softr is the leading AI platform for building business apps without coding. Thousands of teams use Softr to create internal tools, customer portals, CRMs, dashboards, and operational workflows in a fraction of the time required by traditional software development. Learn more at softr.io.
About Coconut Breeze Media: Coconut Breeze Media is a Softr Premium and Enterprise Partner, an award-winning digital operations and automation agency that builds custom platforms using Softr as the foundation for client-facing apps. Learn more at softr.io/partners/coconut-breeze-media.
About Groundswell Startups: Groundswell Startups is a nonprofit startup community in Melbourne, FL, offering coworking space, mentorship, and resources for founders on the Space Coast. Learn more at swellstartups.com.
About AAF Space Coast: AAF Space Coast is the local Brevard County chapter of the American Advertising Federation, a nonprofit trade association serving the advertising and marketing community, known locally for the annual Addy Awards. Learn more at aafspacecoast.org.