MEETUP · SAN FRANCISCO
AI 101 Series: Build Your AI CRM
A live 60-minute training where you build a CRM that fits how you actually work — contacts, context, next step — and load your real people into it before you leave the room.
- When
- Wed, Oct 28
6:00 PM to 7:00 PM PT - Where
- Embarcadero, San Francisco, CA
- Host
- Build with AI Club
- Entry
- Free to attend
About this event
A live 60-minute training where you build a CRM that fits how you actually work — contacts, context, next step — and load your real people into it before you leave the room.
You did not avoid a CRM because you are disorganized. You avoided it because every CRM on the market asks you to reorganize your business around its opinion of how a pipeline works, and then charges you monthly for the privilege. So your pipeline lives in your head, three spreadsheets, and a starred inbox, and you lose people in the gaps between them.
In this session, Arjita Sethi, founder of Build with AI Club, builds a CRM live, from nothing, shaped around a real pipeline rather than a template. You will build yours alongside her and put your actual contacts in it before the session ends.
What you will learn:
- Why generic CRMs get abandoned in week three, and what a system has to know about you to survive - Designing the fields around your real pipeline instead of somebody else's sales process - Building it live, with no code written by hand - Getting your existing contacts in, from wherever they currently live - The maintenance loop: how it stays current without turning into a second job What you will walk away with:
- A working CRM holding your real contacts, not sample data - The build itself, yours to change whenever your process changes - A pipeline that exists somewhere other than your memory...
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