Build Your Own CRM With Claude (in 7 steps) save £££

GET THE FULL PROMPT + WALKTHROUGH DOC Inside the Claude With Chris community: https://www.skool.com/claude-with-chris-1445/about Build your own client delivery CRM with Claude in 5 minutes. Free, fully custom, and better than Trello, Monday.com or any £200/mo subscription. No code required. Most coaches, consultants and agency owners don't lose clients because the work is bad. They lose them because nothing tells them a client is slipping until it's too late. A late payment. A missed check-in. A renewal that quietly approached without anyone preparing for it. In this video I show you how to build a working client delivery CRM with Claude — drag-and-drop pipeline, payment dates that turn red when overdue, renewal countdowns, MRR tracking, and the next action on every card. Then I show you how to take it from a browser-only build to a real multi-device CRM with a proper backend (Supabase or Firebase, both free). ⏱ CHAPTERS 0:00 What a delivery CRM actually is (and why it's different from sales) 1:14 Why building your own beats Monday.com and Salesforce 2:35 Trello-grade build, in 5 minutes, yours forever 3:18 The real cost of clients slipping (and how a CRM catches it) 3:43 What's inside: pipeline, health flags, payment dates, renewals 5:10 Step 1 — Open Claude, paste the prompt 5:40 Step 2 — Watch it build (live demo with 8 example clients) 6:31 Why most AI dashboards online don't actually work 7:08 Three paths to make it a real CRM 7:44 Path 1 — Browser only (when it works, when it doesn't) 8:40 Path 2 — Hosted single user (permanent URL) 9:00 Path 3 — Real backend (Supabase or Firebase, free) 9:46 Why this matters: 80% less workload, more clinical client work 11:00 Auto-add clients from Tally or Typeform 12:03 Connect Stripe for live payments 12:18 Push next actions to Google Calendar 12:24 What it becomes when everything stacks together 13:00 Going further: AI daily briefs, social proof engine, beyond 🛠 TOOLS MENTIONED Claude — claude.ai Supabase — supabase.com (free tier, no credit card) Firebase — firebase.google.com (Google's free tier) Tally Forms — tally.so Stripe — stripe.com Trello, Monday.com, Salesforce — comparison only 📌 WHO THIS IS FOR — Coaches and consultants tracking 5+ clients — Agency owners replacing expensive CRMs — Anyone tired of Trello, Notion, or Monday.com falling short — Operators who want a tool built for delivery, not sales This is part of the Claude With Chris series — daily builds for people running real businesses with AI. New build every weekday. #claudeai #crm #aitools #aiforbusiness #nocode #agency #consulting #clientmanagement #buildwithai #anthropic Instagram: https://www.instagram.com/chrisbradley.ai/