How to build a CRM system in Bubble.io: Step-by-Step Guide

Go to the Data tab and create these Data Types: 'Contact' with fields: first_name (text), last_name (text), email (text), phone (text), company (Company), status (Option Set: Lead/Prospect/Customer/Churned), owner (User), notes (text), created_by (User). Create 'Company' with fields: name (text), website (text), industry (text), size (text), contacts (list of Contact). Create 'Deal' with fields: title (text), value (number), stage (Option Set: Qualification/Proposal/Negotiation/Closed Won/Closed Lost), contact (Contact), company (Company), owner (User), close_date (date), probability (number). Create 'Activity' with fields: contact (Contact), deal (Deal), type (Option Set: Call/Email/Meeting/Note), description (text), logged_by (User).

Create a page called 'contacts.' Add a Repeating Group with data source: Do a search for Contact, sorted by Created Date descending. In each cell, display first_name, last_name, email, company's name, and status. Add a Search Input above the Repeating Group and use it as a constraint on the search (first_name contains Search Input's value or last_name contains Search Input's value). When a user clicks a row, navigate to a 'contact-detail' page passing the Contact's unique ID as a URL parameter. On the detail page, display all contact fields, a list of related Activities, and related Deals.

Create a page called 'pipeline.' Add a Row container. Inside it, add one Group for each Deal Stage option (Qualification, Proposal, Negotiation, Closed Won, Closed Lost). In each Group, add a header Text element with the stage name and a Repeating Group with data source: Do a search for Deal (constraint: stage = this stage's option). Display the deal title, value, and contact name in each cell. Add a dropdown or button set on each Deal card that lets users change the stage — the workflow: Make changes to Current cell's Deal → stage = selected stage.

On the contact detail page, add a Group below the contact info with a form for logging activities. Include a Dropdown for Activity Type (data source: All Activity Types option set), a Multiline Input for description, and a Button labeled 'Log Activity.' The button workflow: Create a new thing → Activity, with type = Dropdown's value, description = Multiline Input's value, contact = Current page's Contact, logged_by = Current User. Below the form, add a Repeating Group showing all Activities for this contact, sorted by Created Date descending.

Create a page called 'reports.' Add summary metrics at the top: total deals value (Do a search for Deal where stage is not Closed Lost :each item's value :sum), deals won this month (search with stage = Closed Won and close_date > Current date/time :rounded down to month :count), and conversion rate. Below, add a Chart element (install the Chart.js plugin first from Plugins tab). Set the chart type to Bar and data source to Do a search for Deal :group by stage. Display deal count per stage. Add a second chart showing deal values over time grouped by close_date month.

Go to Data tab → Privacy. For Contact, Deal, and Activity: add a rule 'When Current User is logged in' → allow Find in searches and View all fields. For sensitive operations, add role-based conditions: 'When Current User's role is admin' → allow all API permissions. If you want sales reps to see only their own deals, add a rule: 'When This Deal's owner is Current User' → allow Find in searches. Remove the general logged-in rule for Deals to enforce ownership-based access.