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. 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 Who this is for: Anyone tracking people. Clients, candidates, collaborators, investors, members, students.