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Bullet Launch Docs
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  • 👋Welcome from Kieran
  • 🏗️Getting started
    • ‼️READ ME FIRST
    • 🆙Changelog
    • 🏎️Quick start guide
    • 🗺️Bullet Launch walkthrough
    • 🛬Updating the landing page
    • 🔑User roles
    • 💽Designing your database
    • 🔏Privacy rules (don't skip this)
    • 🏂The onboarding page
    • 🖥️How the dashboard nav menu works
    • 💻How the main header menu works
    • 💾Create a new data type with UI
    • 🤸‍♀️Using the Kanban UIs
    • 🤖Using the Chatbot UI
    • 🚶‍♂️Using the Multi-Step Form
    • 📪Setting up Postmark (emails)
    • 📮Setting up Loops.so (emails)
    • 💳Setting up Stripe (payments)
    • 💰Setting up Lemon Squeezy (payments)
    • 🪄Example build: Content Magic
      • 1. Create a new app
      • 2. Set up the database structure
      • 3. Create a UI for prompts
      • 4. Editing the dashboard and adding the first UI
      • 5. Create a UI for inspirations
      • 6. Create a UI for content creation
      • 7. Create a calendar UI for content pipeline
    • 🍿Live build of a CRM tool
  • 📚Template contents
    • 💾Data types
    • 📒Option sets
    • 🔏Privacy rules
    • 🧩UI components
    • 📰Pages
    • 📧Emails
    • ✨AI integrations
    • 💳Payments
    • 🔌Plugins
    • 🎨Styles
  • 🧑‍🏫Resources
    • 🛟Get support
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  1. Getting started

Live build of a CRM tool

This is a 2 hour unedited video of me building an internal CRM tool for Ken Savage. Hopefully it will be interesting to Bullet Launch builders as we start from scratch and talk through each aspect.

Previous7. Create a calendar UI for content pipelineNextData types

Last updated 8 months ago

Covered in the video:

  • Creating the database structure

  • Customizing the dashboard layout for new data types (client and task management)

  • Adapting the pre-built user management system for client data

  • Modifying existing tables and forms to fit specific data requirements

  • Implementing custom filters for client and task views

  • Creating a Kanban board view from the existing UI components

  • Adapting the calendar view for task management

  • Setting up a public client view using existing components

  • Customizing privacy settings for different user types

  • Using dynamic colors in the UI based on task statuses

  • Implementing a copy-to-clipboard feature for sharing client-specific URLs

  • Tweaking the responsive design for mobile optimization

  • Utilizing custom states for enhanced user interactions (e.g., expanding task descriptions)

  • Demonstrating how to detach and modify reusable elements for specific pages

If you can't see the video above go here:

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https://youtu.be/W8b21KyF3FI?si=pSzZJEFS1_QfsXT4