If you're using Go High Level, HubSpot,

Salesforce, Zoho, you're at least 100

times less productive than everyone else

using custom CRMs built by Claude.

>> You probably recall over the course of

last 10 years, 15 years, almost

everybody who sits on a stage like this

would tell you it is vital that your

children learn computer science. And in

fact, it's almost exactly the opposite.

>> that business applications exist, that's

probably where they'll all collapse,

right? In the agent era.

>> AI is moving fast. By prompting Claude

with words, we can have a CRM web app

without any technical or coding

experience at all. Even my grandma could

easily do this in her sleep, so I'm sure

you can as well. I've literally built

four CRMs that I use every day across my

own businesses, and all four cost me

less than $20 per month to run in total.

By the end of this video, you're going

to become an expert at using Claude

code. You're going to have a fully

functional CRM web app with your

existing data imported, 24/7 automation

workflows, secure authentication, data

storage, and a complete mobile app for

your CRM as well. So, whether you're

replacing your existing CRM, building a

new one from scratch, or you just want

to learn application building with AI,

this is going to be the perfect video

for you. And make sure to watch all the

way through as I'm going to share with

you a secret Claude skill that makes the

design of your CRM 10 times better. Now,

before we get started in building out

the CRM, I am just going to go through a

couple of previous CRMs that I have

built just so you can get a very clear

idea as to what to expect with a Claude

built CRM. So, this right here is a

content CRM that I use literally every

single day to plan out all of my content

across social media. So, this page in

particular is a content pipeline, and

once again, everything that you're

looking at is fully AI-generated. I've

got an entire pipeline from editing,

reviewing, publishing. I'm able to fully

see which video is at which stage at

which point, make updates to the video,

and just continuously move it down the

stage until it's live on YouTube or

whatever. So, for example, I could click

into this video right here, which I'm

currently working on. I can click into

this, and if I just quickly scroll

through, you can see all of the features

and functionality that I have built out

into this content CRM system. So, it is

pretty extensive. I've got a lot of

features here related to, obviously,

creating thumbnails, creating titles,

brainstorming the video concept itself,

all of these thumbnails that uploaded

into this system. I can even click into

a thumbnail on this little YouTube

button and demonstrate how this

thumbnail actually looks as if it was

published on YouTube. I've got the

ability to set dates that I'm going to

be filming, that I'm going to be

publishing. And then when I've actually

uploaded the video as well, I can

actually add in the YouTube video URL.

This system will use an API to extract

the transcript, and then I'm going to be

able to generate a bunch of different

things like the description, the video

keywords, timestamps for the video

description as well. So, it really just

helps to speed up my entire workflow.

So, whilst you might not be making

content, hopefully that just gives you

an idea as to the power of a

custom-built application as opposed to

something that is just static that

everybody uses. And just lastly, this is

the CRM that we use inside of our AI

agency. Once again, fully created by

Claude, and we have a bunch of features

in this system. For example, I was able

to integrate the Fathom AI noting meet

taker software into our CRM all

natively. So, you can see if I scroll

down a little bit, you can see I have

692

meeting recordings associated with my

contact in the CRM specifically. And

when clicking into a meeting, I can get

all of the details related to that

meeting, entire summary. I've even got

the entire meeting recording up here as

well. Underneath this, an AI chatbot, so

I can ask it any questions about the

project. Pretty much anything that you

can imagine off the top of your head,

you're going to be able to tell Claude

to add into your CRM. It's going to do

all the coding and build everything out

for you. And once again, you don't need

any technical or coding expertise at all

to do this. Okay, so just quickly before

we jump into building, I do just want to

run through very high level how this

even works. I'll try to break it down as

simply as I can because it really isn't

that complicated. So, I've just quickly

created this very simple diagram right

here just to walk you through the

step-by-step process that I'm about to

go through for the rest of this video.

So, on the left-hand side we have Claude

Code. This is really going to be the

main thing that we're going to be using

to build the CRM system. Ultimately,

Claude Code right now is just one of the

best applications when it comes to

writing code with AI and then turning

that code into a fully functional

application. Once again, even though

it's called Claude Code, you don't have

to know anything about code at all. It's

just the AI that's going to be doing it

for us in the background. So, in plain

English from prompting, we're going to

get Claude Code to create a folder on

our computer which is going to host

everything related to the CRM itself.

Once we've created the first version of

our CRM and it seems to work and do what

we want it to, this folder we are then

going to be pushing that over to GitHub.

So, GitHub is simply a platform that

allows us to store our code in the

cloud. The main reason that we want to

do this is for something called version

control. I will get back to this later

in the video, but ultimately it just

helps to ensure that we never lose our

code anywhere. And then finally, we're

going to connect to GitHub into a

platform called Hostinger. And Hostinger

is essentially where we're going to be

hosting the code from GitHub onto a live

website on the internet. And this is

going to be the main way that we're

going to be able to access our CRM. And

because obviously it's hosted live on

the internet, we're going to be able to

give this out to all of our team members

and other users as well. Everybody's

going to be able to log in no matter

where they are. Okay, so hopefully that

all makes sense. And if it doesn't, I am

going to keep going through step-by-step

so it should make sense as we keep

going. First thing that we are going to

need of course is going to be Claude

Code. To get to this web page, all you

need to do is just head over to Google,

Google Claude Code, just scroll down a

bit until you see Claude Code by

Anthropic. Click onto this and then

you're going to land on this page right

here. Now, if you'd like, there is a

download button that you're going to see

on this Claude Code page right here. And

this is going to be downloading the

Claude desktop app onto your computer.

So this is certainly an option for

accessing Claude Code and getting it to

build out our applications and our CRM

and doing this whole process. But the

way that I prefer to use Claude Code and

what I would recommend for you as well,

especially if you are going to be

building out applications specifically,

is to use Claude Code through Visual

Studio Code, which is this option in the

blue right here. So Visual Studio Code

is an AI code editor. Once again, you

don't have to be technical. We're not

even going to be looking at any of this

code. But the reason that I like to use

Visual Studio Code is so that we can

simply see the files and folders that

are being created by the agent itself.

And I personally think that it's a

little bit more customizable than the

Claude desktop app right now. But

honestly, you could use either. Don't

get stuck on a decision here. Just pick

one and go with it. They're going to do

pretty much exactly the same stuff. So

go ahead and just click download for

Windows on Visual Studio Code right

here. Once you've downloaded Visual

Studio Code onto your computer and

opened up the application, it's probably

going to look something very similar to

this. Once we're here, we just have to

go to the top left, click on file, and

then go down to open folder. Once we're

here, we're just going to right click,

go down to new, and do new folder. You

can name this whatever you want. I've

just named mine CRM app. I'm then going

to hit select folder. And once we've

done this, it's going to load us into

Visual Studio Code once again here. Now

that we're inside of our folder, all we

need to do is go to the left-hand side

and click on these sort of boxes right

here. And this is the extensions tab.

Once we're in the extensions tab, we

then need to go ahead and search Claude

Code in extensions. Once we do that,

take a couple of seconds, we should now

see Claude Code for VS Code. It's got

about 23 million downloads. Make sure to

download the right one. You will then

just see an install button. Mine's

already installed at the moment, so I

don't need to do it again. But you will

see a green install button. Make sure to

click that. And then Claude Code will be

installed in VS Code for you. You may

get prompted to log into your Claude

account as well through the installation

process. So just make sure you do have a

Claude account already, of course. I'll

have my Claude link in the description

down below. Now that Claude code is

installed, what we can do is just go

ahead and click on the top left and

click new file. I'm just going to call

this test just for the purpose of

creating a quick file. We're then going

to get this text pop up right here. And

then we're going to see in the top right

corner this Claude logo right here. If I

click into this, we are now going to see

Claude code is popping up inside of

Visual Studio Code for us. And so, we

are pretty much good to go in building

out our CRM or getting Claude to build

out our CRM, of course, for us. Now that

we've got this up, we can just delete

this file. We don't really need it

anymore. Now, for just building out the

CRM, we probably only need one instance

of Claude to do all of this. But once

you do start to use this more

intensively, what we can do is actually

click again on the Claude logo. It's

going to open up another session in the

tabs at the top right here. And what we

can do is take the separate session and

we can drag it across the sort of canvas

right here. I can move it all the way

over to the right-hand side. And then we

can have two different Claude's running

at the exact same time. We can literally

do this unlimited amount of times. So,

we can run like four or five different

Claude sessions all at once visually.

And this is just something that I do

like about using Visual Studio Code

specifically. Okay, so I've just jumped

back to my main folder that I build all

of my apps and really do everything

related to Claude in. Essentially, this

is one folder on my computer with all of

my business context, context about me,

and everything that I do, as well as all

of my applications, of course. So, for

me, I'm just going to build out the CRM

through this existing folder that I'm

already using. But in your case, if you

haven't got this already up and running,

I would obviously recommend just using

that folder we just created and building

the CRM out there. But for any future

builds, what I would recommend doing is

also creating this sort of central

folder on your computer where you build

all of your apps, put all of your

knowledge and files, and you can really

build what's really called an AI

operating system. But to get started,

all I'm going to do right now is go

ahead and just speak to Claude and tell

it that I'd like it to build out a CRM

for me. Now, initially, what I would

recommend is not building the entire CRM

all at once. I think that the best way

to approach this is just to build out a

couple of features first. Maybe we just

get a leads tab, a pipelines tab, and

maybe like an analytics tab or

something. Super basic just to get

started, just to get something built and

hosted so that you fully understand

exactly how it all works and what it

looks like right away. And then when you

want to add more features and change

things, we can just do that over time.

We can obviously always add features

later. So for now, I'm just going to

tell it to build out a very basic CRM

with a couple different tabs and we'll

add stuff later. Now, the way that I

like to talk to Claude is just through

my voice. I do find it is a little bit

easier. You will see there is a

microphone button here on VS Code. We

can just click into this. It's going to

enable our microphone and I can just

speak to Claude and tell it to build

exactly what I've just mentioned. Hey

Claude, can you go ahead and build a CRM

system with a couple different tabs? I

want one for a leads tab. I want a tab

for the pipeline to track the stage of

the leads as well as an analytics tab to

look at all the data across the entire

app and to see what's going on overall.

If you could please populate this with

some mock data as well just to obviously

see that the system is currently

working. I then need I then need you to

push this to GitHub as well. Eventually,

we are going to host this app, but for

now, let's just push it to GitHub

and obviously we need the CRM system to

be built properly like an actual web

application that we're going to be using

in our business later. Okay, so you can

see that just talked very naturally to

it, listed what I was looking for with

the multitude of different tabs. I

mentioned that I want to push it off to

GitHub first. I haven't mentioned

hosting it yet. And I also told it that

I wanted it to be built out as an actual

web application. I do think that's

important to add into this prompt. We do

want to make sure that it's building it

all with the right structure of an

actual web application. So now that this

is done, there is one last thing that I

would recommend doing right away. Now,

you may remember at the start of the

video that I said I was going to share

with you a secret skill that was going

to improve the design of your CRM by

about 10 times. And to do this, all we

need to do is go to Google and search

the front-end design skill Claude. If

you Google that, you will see this first

option pop up, which is on GitHub. If we

click into this, this is the front-end

design skill that I always use when it

comes to websites as well as application

building. Essentially, it's just an

overall improvement when it comes to the

design styling of your system. It's got

a bunch of prompts in here, which make

it look quite a bit better than your

traditional AI-generated applications.

So, to install and use all we need to do

is just copy the URL of GitHub that we

are on right here. And pretty much, we

can just come to Claude and paste this

front-end design skill right beneath

this prompt that we have here. Now, I

have already installed this, so it

should be able to use it. I might just

mention it to use the front-end design

skill. Please make sure to also use the

front-end design skill when building out

or designing this web application. So,

because I have it installed, it's going

to be able to find it and use it in the

design of the app. But in your case,

just provide it with the link, tell it

to install it, and then use it when

building out the app. That's literally

all you need to do. There's no technical

setup required. You just paste in the

link and it will work. But at this

stage, we are good to go. We've got our

application should get built out, should

get designed quite nicely. I'm going to

hit the enter button, send it off to

Claude, and we'll see what we get back.

Okay, it's been about 15 minutes, and

you can see here Claude has gone through

a pretty big thought process on building

out exactly what we mentioned at the

start of the conversation here. You can

see it obviously went through and did a

bunch of coding in the background for

us. Once again, don't get too

overwhelmed by all of this code. You

don't need to understand anything that's

realistically going on here. It's just

doing it all for us, and it will speak

to us in plain English at the end when

it is completed. And we can see here,

that's what we have. Now, for a quick

summary as to what has happened,

essentially, it's built out the CRM,

it's hosted it locally on my computer.

We've been given this localhost link, so

hopefully you have as well. And it's

also managed to push it off to my GitHub

account already. Now, do note because I

already connected my GitHub account to

my Claude code right here, it was able

to connect into my account, create the

project, and send it into my account all

automatically without me needing to do

anything. Now, in your case, if you have

yet to connect GitHub to Claude Code,

essentially, what will happen is during

its process of building is it's very

likely going to ask you to authenticate

your account with Claude Code. All of

that means is that it's going to give

you a login link that you'll need to

click. It'll just redirect to your

browser, log into your GitHub account,

and then it'll connect itself to Claude

Code. That's literally all you need to

do. You might need to send a message to

Claude telling it that you've connected

your account. It'll then continue, and

you all should get to this stage. And

once you are at this stage, what we can

do is click on this localhost link right

here. And once we do that, it's going to

load us into the CRM system that it just

built out. So, this right here is our

CRM system. We can see at the top left

we've got our leads tab, which is this

right here. We've got our pipeline right

here, and the analytics tab as well. And

the design is looking pretty good. We've

got some cool graphs coming through. The

coloring is quite well themed. You can

see we've got gradients and different

shades of this green coming through.

Obviously, you can be as specific as you

want as to the colors that it can use.

You can prompt it a bit better to be

shaped around the branding that you

would like to use. But, in literally 15

minutes, this is a fully functional CRM.

If I go to the pipeline, we should be

able to drag these across different

stages. You can see that that person has

now been updated into the next stage. We

can go back to the leads. We should be

able to click into these leads, view

different details about this individual.

We can delete leads, update leads, do

whatever you would traditionally in a

CRM. At the top right, we've got this

new lead button we can click. We can

create a new lead here. We should be

able to go to the analytics. We can have

a look at all of the analytics. They

should all be updated and connected to

the pipeline as well. Now, obviously,

this is all mock data, and I will show

you in a minute how we can take existing

data from one of our existing CRMs and

upload this into this CRM so that we

don't have to do really any manual work

to convert, you know, your previous

CRM's data to a brand new one. But, the

possibilities are literally endless with

a CRM. Obviously, we've got these three

tabs right here. but in plain English, I

can literally tell it to add anything

else in this tab for whatever we might

want. We can change these graphs, we can

change the data, we can change

absolutely everything about what we're

looking at here to be exact to what we

want. Now, before I start adding more

features and changing and modifying

anything, I want to get this hosted on

the internet before we do that. So,

because we've already told it to push

the project off to GitHub and it's given

us this GitHub link right here. If we

click into this link, it is going to now

load us into the GitHub repository, as

they call it, which is just the storage

of all of our code on our account on

GitHub. And the main benefit of doing

this is just to ensure that we are

saving this code and we're tracking all

of the changes that we're making. Now,

the next step, of course, is going to be

pushing this from GitHub to Hostinger.

Now, once again, Hostinger is what we're

going to be using to take that code,

which is just sitting on the internet,

and turn that into a fully functioning

website with our own domain URL that

myself and anybody on my team can fully

access from anywhere. Anyways, the next

step is going to be installing the

Hostinger MCP server. Okay, so to

install Hostinger, you will have to go

to hostinger.com/connector.

I'll have my link for this down below in

the description. Once you click that

link, you're going to land on this page

right here, which says, "Bring Hostinger

into your AI coding workflow." That's

exactly what we're looking to do. Once

we're on this page, we can scroll down

all the way to the pricing options and

we'll see all the way at the bottom here

that we have the business plan on the

left-hand side here. And we can get

started for just $3.99 a month to get

started, so pretty cheap to try it out,

see if you like it. So, we'll just get

started with this plan, that's all that

we need for now. Once we are on this

page, at the moment, it is by default

set to 48 months. Obviously, you can

choose however long you'd like to keep

it for. You can just purchase a month,

of course. And as I mentioned earlier, I

do have my own coupon code. If you click

on coupon codes, you can put my name,

Brendan Jouault, click apply, and you

will see that you will get a discount by

using that code. So, obviously, I would

recommend doing that. And once your

account is created, you should land on

the main dashboard right here. But, we

don't have to really dive into this too

deep right now. What we're going to be

doing is downloading the official

Hostinger plugin, which is going to be

directly plugged into Cloud Code. This

right here is

cloudcode.com/plugins/hostinger.

You can come here to read a little bit

about exactly what this does, but it's

pretty straightforward. All that we need

to do is just come back to Cloud Code,

and then paste this in right here, which

is /plugin install hostinger. And

ultimately, this is going to be

installing the official plugin for Cloud

Code uh that Hostinger has created,

which is going to do pretty much all of

the setup for us when it comes to

connecting into our Hostinger account

and authenticating all of the

connections and MCP. Essentially,

everything required for our Cloud Code

to be able to create these servers that

we're going to be hosting our code on

later in the video. What you can also

do, especially if you are in Visual

Studio Code, which I like to do, is just

type /plugins. You can then click on

manage plugins. This will pop up right

here. And then, you've got this manage

plugins. You can search for Hostinger in

this tab right here.

And then, you'll see this skill is

popping up once again, because this is

an official plugin. We can then hit the

install button right here. Once you

click that, it's going to give you a

couple different options here to install

it for you for this project or install

it locally. I like to just install it

for myself and all the projects. That

way, I can use this plugin and Hostinger

across all of my apps, and I don't have

to install it every single time. So,

I'll just click on that. And once I've

done that, you'll see it is now in the

installed section. It's now just telling

me to restart Cloud to apply the plugin

changes. So, just click restart, and it

should be officially done. And then, the

last thing we do need to do, of course,

is authenticate our account with this

now connection with Cloud Code. All I

did to prompt the authentication is I

just asked my Cloud Code if the

Hostinger plugin was good to go. Uh of

course, because I'm not logged in yet,

it essentially went and looked through

the connections, and then it opened up

this browser tab right here, which it

says, "Connect your account. Hostinger

is requesting access to your account."

It's already logged in, because I've

done it in that browser. Should be able

to just click allow, and it should

authenticate successfully and give me

all the permissions to log into my

account. Now, if you are having any

troubles with the authentication, one

thing that you can do to double-check

that it is all properly authenticated is

just type {slash} MCP into your command

box at the bottom here. Then in the

customize section, just click on MCP

servers. This is going to be your list

of MCP servers. If we scroll all the way

to the bottom, we will see plugins at

the bottom here and I can see plugin

Hostinger at the bottom. At the moment,

mine says needs authentication. So, my

account is not connected at the moment.

I just need to click on authenticate.

It's going to ask me if I want to open

up a new tab. I'm going to say yes. And

then we can see it's asking me to once

again log into my account. So, I will of

course click allow and then connect my

account and we can see here

authentication successful. And coming

back to Claude, this should swap over to

green and be a connected account. And

there we go, it's now connected and we

should be good to go. The plugin is

connected, MCPs are connected as well.

Uh so, we should be good to go. But if

it isn't, Claude will just tell us if we

need to authenticate and it should be

pretty seamless. If you ever get stuck,

once again, you can just ask Claude what

it's stuck on or what you're confused

with and it will pretty much answer

everything as you'd like. Okay, so

really all we need to do is just tell

Claude code right now because Hostinger

is connected to set this GitHub project

up on Hostinger. Claude, I'd now like to

push this GitHub project off to

Hostinger. Now, to make this build as

seamless as possible because I have done

this a few times before with Hostinger,

I've actually created a Hostinger skill

file, which is a set of instructions on

how to exactly turn a GitHub project

into a fully ready to go Hostinger

website. And so, I've pretty much just

attached this skill right away to my

message. And this is essentially the

skill file right here. So, it's pretty

extensive. Claude usually will just

figure out everything that it needs to

do anyways, but I've just created this

skill file because it will just speed up

the process of doing everything. It

doesn't have to figure out what to do

because we're just giving it the

instruction set on what exactly to do.

So, I've just given it this skill file

and if you do want access to this skill

file, I'll just have it for a completely

free download in my school community

link down below in the description as

well. And what I'll do is I'll just tell

it that I've given it this skill file on

exactly how to do this process. I've

also attached a skill file on exactly

how to take this GitHub project and push

it off to a Hostinger project. Okay,

we're good to go. I'm going to now send

this message. We've got the skill

attached. I'm telling it to use that

skill

and we should get our project hosted on

Hostinger in just a second. Okay, so

here we go. It's been about another 15

minutes and after that ran, it literally

ran all the way through till the code

once again. Don't have to worry too much

about this,

but all the way from our message all the

way up here. Got our message and then

just ran and ran and ran.

Did everything it needed to and we now

have this deployed on this link right

here. So this is a temporary domain

which is generated by Hostinger. We

obviously don't have to use this all the

time. We can do a custom domain and I

can show you that in just a second. But

if we click into this link, we can now

see we have the exact same application

as we had before. But this is now live

on the internet. It's not a localhost

link. I can turn my computer off, this

will still work and I can share this

link with other people now as well and

it will work for them. Now the one key

thing to note right now is that this is

actually still not connected into GitHub

yet. We've essentially just hosted that

project on Hostinger. We haven't

directly connected into GitHub yet. So

all that we need to do is just head over

to Hostinger, log into your account of

course, go to the left hand side, click

on websites, go down to web apps and

then click on add website. Once you do

this, we go down to deploy web app.

We'll click into here. It's going to ask

us which domain we want to use. I'm just

going to click on use temporary domain.

So it's going to do something very

similar to what we had earlier. Then

we're just going to click on continue

with GitHub. We'll click into this.

Obviously got to log into your GitHub

account. Mine is already connected at

this stage. Scroll all the way to the

bottom, I'll see this inflate CRM

ledger. This is the one that Cloud Code

just created earlier. So you should see

some kind of a CRM project in here

already. And at this stage, all we need

to do is just click the deploy button

and this is going to start to deploy our

app uh from GitHub to Hostinger already.

Okay, so we can see here it says

deployment completed. We've got our link

right here. If I click into this, we

will now see our app and this should now

be connected from GitHub to Hostinger

and ready to go. Now, do just note

because we have connected it through

GitHub, we do have a new domain that

we're using. So, this one we're no

longer going to be using. We can delete

this project. Uh the new domain is going

to be the one that this is on which, in

my case, is the forest green domain and

the one that I made earlier was this

one. So, just note that it's going to be

a new project now that it's connected to

GitHub. What I would do is just come

back to Cloudflare here and just tell it

that we are now running on a different

domain. Hey Cloudflare, I've just

connected my GitHub to Hostinger. So, we

have a new domain for the project to

look at.

I'll just go ahead and paste that in

now. Can you make sure to just set

everything up properly now with this

project? Make sure it's all working and

functional. Make sure the database is

all working properly and it's all good

to go.

So, I'll send that off, but ultimately

because they've got SMTP access, it

should be able to do everything mostly

for us, uh but we'll see what happens.

Okay, so finally, we have now got

everything ready to go and set up. It

says GitHub is properly wired into our

account here and there is just one last

thing that we need to do to make sure

that everything is all set up and ready

to go and connected. And that is just

adding this database URL that it's

giving me here. Adding that into our

Hostinger account just so that it's all

ready to go. All that we need to do is

just come back to Hostinger, go to the

project that it created for us. In my

case, it was this forest green project.

On the left-hand side, we'll see

environment variables. We just need to

click into this and on this page we'll

click add environment variable and we

just need to create a database key. And

we can see here it's also giving us the

instructions on how to do it. And if you

ever get stuck, you can just ask Claude

on what you're stuck on and it would

probably just tell you exactly what you

need to do. But we can see here it's

telling us that we need to go into the

environment variables and then take this

database URL. So, I'll copy this name.

I'll paste database URL as the key. And

then I'll just make sure to copy

everything else from the MySQL point of

this bit of text here and I'll paste

that into the value field and just click

add. Once you've done that, we'll click

apply changes and when we apply a change

for the environment variable, it will

just deploy the entire app over again

and then we should be good to go. So, we

can see here building, so it is

currently deploying the site once again.

Once that's done, we should be good to

go. We should be able to visit the site

and we should have a fully functional

database in which we can now start to

build more features on. Okay, it's now

completed. We'll click into this and it

should load us now into the CRM with our

database all loaded in here as well and

we can click through all these tabs and

it is all working ready to go. Now, when

it comes to authentication and data

security, so we are going to be using

Hostinger's database and that's what we

set up at the moment. If we have a look

at the bottom left, you'll see

databases. We can click into this and it

will open up and show us the databases

that we have currently running. I can

click on enter this admin panel and

we'll actually be able to see the

database, the back end. You don't have

to obviously look at this at all, but

we'll see what a leads table right here.

Should be able to click into this and we

actually see all the data from our

application is all here and stored. When

it comes to user access permissions,

what we can do is just come to Claude

and tell it to set up an authentication

with a login system to restrict

obviously different users. If you do

want this to be a bit more secure, what

I would recommend is telling it to set

up a Google OAuth login where

essentially they have to use their

Google account to log into your

application and it's just going to use

some pre-built code that's Google's

already created for sort of

authenticating apps. So, that will just

make it a little bit more secure than

just getting Claude itself to create

that login system. Okay, now let's say

you wanted to import some existing data

from a CRM system that you're currently

using and you want to fully export and

import that into this new system. What

I've gone ahead and done is created this

big mock database right here with about

almost 200 contacts in it with all of

this data which is all scattered around

the place. All the data is probably

positioned differently than it is

currently being used in our current CRM

system, but because of the power of AI

and the power of Claude, of course, what

I can essentially do is take this export

of data, upload it to Claude, and just

say this is the new set of data that I

want to use in our CRM system. Can you

just populate this throughout our

system? And because the AI is smart

enough to read this entire document and

understand everything about the app and

this document itself, we don't have to

do anything in terms of like modifying

this data. It's going to do everything

for us. So, realistically, all you need

to do is just export the data from your

current CRM system, get some sort of a

CSV file, and then give it to Claude and

tell it to use that data instead. I've

just exported a list of data from my

previous CRM that I now want to use in

our current CRM here. So, I don't want

to use the data that we've got at the

moment. I want to completely transform

it into my previous CRM data, so it's up

and ready to go for our team to start

using. Okay, I'll send a message like

that off, and I'm also going to paste in

the exact location of that CSV file on

my computer, so it's able to find that

file and then use it to obviously get

all of the data out of it. Okay, so that

is now done, and you can see it says

your CRM is loaded with the real data

and all running. It's given us the link

again. And if we go back to our CRM, we

can see that this is the updated data.

These are no longer what we had before.

It's very different data.

Um and the pipeline is all updated with

this as well. And just to double-check,

obviously this guy's name is Michael. We

can jump into the Excel sheet, and we

can have a look in here. We search for

his name, we can do find all, and we can

have a look and see that his

details are on this row right here. So,

this data has been imported properly.

Um and it's probably tried to import as

much of it as it can. If we jump back

into the CRM, we can see that it's got

all this data. That is populated as well

into here. So, we have now transitioned

from our existing data into our brand

new CRM, and you can pick up your

operations from this point on. Okay,

next up, I want to talk about

automations in our CRM system as well.

So, obviously this is not just a static

webpage. This is a server that's running

24/7. So, what that allows us to do is

that we can build out uh multi-step

workflows that are timed and run at

certain times because the server is

always running. We can build those kinds

of workflows. We can really automate any

part of this CRM, not just building the

front-end interface. And to do this,

once again, it's as easy as coming to

Claude and just telling it what we want

to do. So, one thing that we might want

to do, quite common in a CRM, is maybe

like an email automation or something. I

could tell it that I want to have a

multi-step uh email automation, some

sort of a workflow tab, maybe, that

sends emails out to maybe cold leads or

uh very old leads to maybe re-engage or

reactivate them. Hey Claude, I want to

now build out a workflows tab which we

can track a multi-email

uh reminder step to our old leads to

reactivate them. So, if a lead is a

certain amount of days old, we want to

send them an email and then another

series of emails to reactivate them uh

to be aware of our services and, you

know, make more purchases for our

products. Uh if you could build this and

integrate resend for the email sending,

that would be perfect. Okay, so once

again, just sort of naturally speak to

it, tell it exactly what you're looking

for. I told it to create a new workflows

tab so we can visually see this, and I

also told it to use resend. It's pretty

much just an email tool for developers.

I recommend using it. I use it all the

time when it comes to email sending,

especially for like a CRM. There are

other providers like resend out there so

you can just use them as well, but this

is just one that I've been using. The

main thing is that you just want to

avoid using your own Gmail account or a

Google Workspace account. They're not

necessarily built for transactional

emails, which is what these are going to

be. And you could end up getting those

emails sent to spam or just getting your

email completely blocked if you do try

and automate sort of like a Google

Workspace account. So, as easy as it was

to tell it what I wanted to build, I can

now send that off, and it's going to

start, look up everything it needs to in

order to integrate it. Don't have to do

anything on our end. And I can now see

we've got this workflows tab in our CRM

now, and it looks like we're able to

create a new sequence. We can see we've

got a whole setup here for creating our

automations. It's even got multi-step

workflows for our emails all created

custom just because I simply asked for

this to be added into this system. Of

course, if you didn't even want to

manually set this up here, you could

literally just tell Claude exactly what

kind of workflow setup that you'd want.

Looks like it's already done a bit of

the work here, but it's got the manual

settings if you want to modify or change

small things, but you could pretty much

just tell Claude to do all the setup for

you, so you don't even have to do any of

this manually yourself. It does look

like it requires a Resend API key in

order for this to actually be active and

up and running. So, you will of course

need to sign up for a Resend account,

get that API key, provide it to Claude

here. It'll then use that API key,

should set it all up, and obviously

takes a bit of time to get these

features up and running. You will need

to do a bit of testing to actually see

if the email gets sent, but that is why

I recommend sort of doing one feature at

a time. Just build it out for one

particular use case, then you can spend

a few days making sure that it is

working as you'd expect it to, adding

any finalized things that you want, and

then moving on to the next feature after

that. But, that is literally all you

need to do, and now we have a 24/7

workflow automation system built into

our CRM, and so you don't have to

subscribe to something like make.com or

Integromat. You don't need these

platforms anymore because we've got our

own server on Hostinger that runs 24/7.

We've got this code built ourselves. We

can just tell Claude to build these

automation workflows, and we're good to

go. Now, lastly, I want to showcase how

we can also build a mobile application

for our CRM as well. And this is super

simple to do. Essentially, we can just

access this website through our phone,

but we can get Claude to optimize it for

mobile. So, you can see on my phone

screen right here. This is the CRM on my

phone. It's on the Chrome browser, and

you can see that it is actually running

not too terribly. It looks like we can

actually manage quite a bit of it

through this, and it seems to be working

not too bad. I would say that even in

this pipeline tab, there's probably a

little bit of work that could be done to

optimize this for mobile, but this

website is literally running pretty

well, and we'd be able to use this

already. But, once again, all I need to

do is tell Claude to optimize it for

mobile. It'll do some changes to the

mobile configuration of the current

setup that we have and make it a bit

more mobile optimized for us. Hey

Claude, can you go ahead and just update

this website to be a bit more mobile

optimized so when I'm viewing it on my

phone, everything just feels a bit

smoother and it's a bit easier to

access. Now, if you didn't want to use

the CRM on a web browser on your phone,

you can actually get Claude to build

this into like a legitimate mobile app

which is a separate app on your phone.

I've previously used this tool called

Expo Go. Essentially, it just allows us

to use their already set up systems for

building out actual mobile applications.

iOS and Android works through this as

well. I'm not going to do this right

now. I don't think it's super necessary

for everybody's use case, but you can

literally tell Claude Code to set up a

mobile app through Expo Go and relate

some of the data as well. We can pull

from your website CRM database and use

that in this kind of an application.

Okay, and here we go. It's telling us

that it is now made those changes. It's

told us what was wrong before, what it's

changed, and that it should now be

updated. And I can see on my phone now

that the leads are no longer cut off

like they were before on these sides. I

can see that the pipeline is just sort

of one tab now. It's not sort of cut off

on the sides as well. And everything

else just looks a lot neater and more

optimized for an actual mobile

experience. So, I'd be able to use this

as an actual mobile app. I can just save

this webpage onto my home screen of the

phone as well and just boot this up

whenever I need. You now have a fully

functioning CRM system that you've

imported your existing data into. You've

got the mobile app working. You've got

automations working on this as well. And

now hopefully you're in a good position

to start to add more and more features

as you continue to use it. From my

personal experience, I'm still adding

features to my CRM today as I'm always

finding little things to optimize. So,

I'm sure the same will happen with you

as well. Once again, if you wanted to

get 10% off your Hostinger plan, I'll

have my link to Hostinger at the top of

the description and pinned at the top of

the comments down below as well. It does

just help to support the channel if you

use my link. So, I'd really appreciate

it if you did.