Automation Case Study: View 9 Features of the No-Code Custom CRM
Last time, we introduced Company F's case showing how you can build a company-customized CRM without coding using Channel Talk, Bubble, and MAKE.
Haven't seen the previous post yet? Go to previous post
This time, we'll show you the detailed features of the developed CRM platform!
The Situation That Desperately Needed a CRM
To revisit Company F's situation:
- When overseas influencers (customers) sent inquiries through Channel Talk, reservation details were manually written/checked in sheets and reservation info was updated.
- Hospital sheets and admin (Company F) sheets were separated one by one and synchronized.
- Individual messages were sent to about 10 Japanese/Chinese/English interpreters when translation was needed.
- Contract info, reservation management, communication, report writing, and settlements for 20+ hospitals were all managed manually.
With dozens of stakeholders per hospital and different platforms used by each, the same information had to be entered multiple times. During settlements, even one missing entry or formula error caused headaches.
And they had to manage a whopping 20 hospitals.
Permission management and security were also sensitive areas, requiring separate sheet-by-sheet access design.
Let's Take a Close Look at the 9 Custom CRM Features
Channel Talk snippet development, Bubble-developed CRM platform, MAKE automation integration
Examining Each CRM Feature
- Channel Talk Snippet Features
We developed a separate Channel Talk snippet to efficiently handle real-time communication with overseas influencers (customers) and content sharing with hospital staff. We designed the UI and notification structure so that admin (Company F) and hospital staff could quickly communicate on Channel Talk when checking reservee information.
1. Auto-update new customer reservation info from the chat screen
When a reservation message comes in, no need to look at sheets and copy — check reservation info directly on the Channel Talk screen and add/update reservations.
2. Check existing customer info and previous reservation history from the chat screen
For existing customer chats on Channel Talk, existing info appears automatically.
3. Update hospital visit reservation info from the chat screen
Visit reservation info written on the Channel Talk screen is automatically saved separately for the corresponding hospital staff and admin (Company F).
- CRM Platform Built with Bubble
Using the no-code tool Bubble, we created a structure with permission settings for each stakeholder — hospitals, influencers, interpreters, and admins. We designed it so hospital info is separated while the admin (Company F) gets an integrated view, with fine-grained control over each stakeholder's visible information range to ensure no permission/security issues.
1. Admin: Integrated View of Overall Status
2. Admin: Stakeholder Management
Stakeholder lists / detailed info / editing are all handled in a single tab and table.
3. Admin: Member Info Management
Built a system for accessing all stakeholder account info / member approval processing
4. Feature Separation by Stakeholder
Features by stakeholder:
Admin (Company F): Integrated management of all hospital/influencer/interpreter info, status, members, documents, etc.
Hospital: Functions for entering and viewing info about their own hospital — reservation status/history/revenue/settlements, etc.
Influencer: Settlement verification function
Interpreter: Translation status and application / settlement verification function
Even with the same table title, display differs by stakeholder to separate permissions.
- MAKE Automation Features
Using MAKE, when an inquiry comes in through Channel Talk, notifications are sent to the admin (Company F) and hospital staff. When an overseas customer reservation is created, a translation assignment request automatically goes to an interpreter. And based on settlement cycles, auto-calculated data generates invoices and report PDFs — all in an automated pipeline.
1. Auto Inquiry Notifications
When an overseas influencer makes an inquiry through Channel Talk, hospital staff and admin receive inquiry notifications, and interpreters receive translation needed notifications.
2. Auto Document Generation
Simple, right?
From 14.44 Million KRW Per Year in Costs
To 650,000 KRW Per Year
Time wasted per month:
- Report writing: 1*20 (hospitals) = 20 hours
- Invoice writing: 0.5*20 (hospitals) = 10 hours
- Settlement management: 1*40 (hospitals/influencers/interpreters) = 40 hours
- Reservation management: 1*30 (avg. new customers/month) = 30 hours
- Per-hospital info management: 0.5*20 (hospitals) = 10 hours
- Sheet creation/separation/sync: 0.5*20 (hospitals) = 10 hours
Under the manual management system, a total of about 120 hours per month were wasted on repetitive busywork.
Annualized, that's about 1,440 hours. Converted to simple hourly wage (10,030 KRW), that's a whopping 14,443,200 KRW.
Meanwhile, MAKE's annual fee is about 155,235 KRW. Add Bubble's annual fee of about 501,407 KRW, and work costs and time were reduced by over 98%.
And the important point is that all of these platforms were developed with no-code.
Without dedicating separate development resources, the structure allows internal planners or operators to quickly modify and expand.
Breaking free from the cycle of repetitive busywork
isn't just about saving time —
it's about being able to spend our energy on more essential value, isn't it?
Beyond simple automation, we might be getting closer to the essence of work.