Ditch the Spreadsheets, Part 2: Build Your CRM Database in Softr
You've mapped out what your CRM needs to do. Now it's time to build the foundation.
In Part 2 of this hands-on workshop series, we'll turn your CRM plan into a database using Softr, giving your contacts, opportunities, and customer interactions one connected home.
You'll learn how to:
Create tables to organize your business information
Choose the right fields for the details you need to track
Connect contacts, opportunities, and activities so information stays linked
Add sample records and check that your database supports your workflow
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, Protowork Studio, and AAF Space Coast.
Space is limited. RSVP to save your spot.
Missed Part 1? Bring a simple idea of who your customers are, what you need to track, and how you follow up with them. Here is a quick recap: Watch on YouTube
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 Protowork Studio Protowork Studio provides a friendly and welcoming coworking space in West Melbourne, FL that's ideal for entrepreneurs, creatives, and remote workers looking for a flexible space to cowork, network and develop professionally. Learn more at protowork.studio.
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.