📌 Platform: Bubble.io
🎯 Purpose: Build a no-code CRM with visual workflows, filtered tables, and custom form actions.
👨💼 Role: Workflow Architect + UI Logic + Client Training
📆 Date: March 2024
This CRM system was designed for a mid-sized agency that needed:
- Client intake forms
- Filterable lead pipelines
- Internal workflow approvals
- Automated task reminders
- Admin role control + email alerts
Built entirely in Bubble.io, the app enabled rapid MVP delivery and full customization without traditional code.
- 📝 Dynamic Forms – Custom forms for client data capture
- 🧠 Conditional Workflows – Auto-triggered email alerts and status changes
- 🔍 Filtered Pipelines – View clients by status, rep, or lead source
- 📅 Calendar View – Assigned task deadlines by agent
- 🔐 Role-Based Visibility – Admins, team leads, and limited agents
- 🔁 Third-Party Integrations – Gmail, Zapier, and Google Sheets
Screenshots from production environment (blurred for privacy)
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Client Intake Form
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Lead Pipeline with Filters
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Workflow Rules Panel
| Layer | Tool |
|---|---|
| No-Code App | Bubble.io |
| Logic | Bubble Workflow Editor |
| Integrations | Zapier, Gmail, Google Sheets |
| Deployment | Bubble Hosting |
BubbleCRM-CaseStudy-CustomWorkflow/ ├── README.md ├── LICENSE └── screenshots/ ├── form-ui.png ├── pipeline-ui.png └── workflow-ui.png
This project demonstrates how you can build fully functional internal tools or CRMs in Bubble with the same level of control you'd expect from custom-coded solutions — at 5x the speed.
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