The Ultimate Guide to Building a High-Quality Automated CRM with Make.com 💼🚀

Transform your business operations and skyrocket your sales efficiency with this step-by-step guide to creating an automated CRM using Make.com.

Ever feel like you're drowning in manual tasks? Learn how to build an automated CRM that not only saves you time but also helps you close more deals. Let’s dive in!

Introduction

Hey everyone, welcome to another exciting session of "Make for People Who Want to Make Real Money." Today, I’m going to show you how to build an automated, high-quality CRM using Make.com. I routinely sell these systems for $5,000 to $10,000 to clients, and I've implemented similar systems for my own businesses, which now generate over $70,000 a month. Whether you're an experienced Make developer or a newbie, this tutorial is for you. Stay tuned and let’s get started!

Setting Up Your CRM

1. The Foundation: Building Your CRM in ClickUp

First, we need to set up our CRM in ClickUp. If you’re not familiar with ClickUp, don’t worry—it’s super flexible and can be swapped out for any project management tool, or even Google Sheets.

• Create a New List: Name it something like "Leads Example Build."

• Customize Columns: Add columns for fields such as "Date Updated," "Contact Email," "Prospect Status," and "Source Platform."

• Set Up Stages: Define your sales pipeline stages, such as "Intake," "Meeting Booked," "Waiting Proposal," "Proposal Sent," "Won," and "Lost."

Here's a quick look at how your CRM might be structured:

sqlCopy codeLeads Example Build
----------------------------------------------------
| Name           | Date Updated | Contact Email     |
|---------------------------------------------------|
| Hyic Marketing | 01/01/2024   | hyic@company.com  |
| Jeremiah Watkins | 02/01/2024 | jeremiah@gmail.com|
| Taly           | 03/01/2024   | taly@biz.com      |
----------------------------------------------------

2. Automating Key Aspects

Now, let’s add some automation magic. We’ll set up Make.com to handle two key automations:

1. Sending Follow-Up Emails After Meetings:

2. Automatically Updating Stages When Meetings Are Booked:

2.1 Sending Follow-Up Emails

When a prospect’s stage changes to "Waiting Proposal," we want to send them a follow-up email.

• Set Up a Webhook Listener: In Make.com, create a new scenario with a webhook trigger.

• Create an Automation in ClickUp: Go to Automations, set a trigger for when the custom field "Stage" changes to "Waiting Proposal," and link it to the Make.com webhook.

• Send Email: Use Make.com’s email module to draft and send a personalized follow-up email.

markdownCopy codeHi [Prospect Name],

Thanks for the call earlier. Just letting you know that I’m working on a proposal and will have something over to you in the next 2-3 hours. Stay tuned and let me know if you have any questions.

Thanks,
[Your Name]

2.2 Automatically Updating Stages

When a meeting is booked, automatically update the prospect’s stage from "Intake" to "Meeting Booked."

• Use Cal.com for Scheduling: Set up a webhook in Cal.com to trigger when a meeting is booked.

• Match Email Address: In Make.com, use the webhook to get the booking details and match the email address with the corresponding lead in ClickUp.

• Update Stage: Use Make.com’s ClickUp module to update the lead’s stage to "Meeting Booked."

Conclusion

With these automations, you now have a dynamic CRM that enhances your sales process and improves efficiency. Remember, this is just the beginning. You can build on this foundation and create even more complex systems to suit your business needs.

Quote to Inspire: "The best CRM is the one you actually use." – Michael Scott (Yes, from The Office 😄)

Final Thoughts

Creating a high-quality, automated CRM can drastically improve your business operations and sales efficiency. Whether you're a small business owner or an automation expert, these steps will help you get started. If you have any questions or specific systems you'd like me to build, drop a comment below. Happy automating!