Has anyone had success making a basic CRM for their company?

Hi, our bank is looking to leverage Smartsheet to try to create a CRM tool within Smartsheet. Has anyone had any success in this arena?

Ultimately we are wanting to create the basic functionality of tracking meetings/notes/contacts/etc. and have the information shared across multiple groups.

Just curious of other's experience in this endeavor,

Thanks!

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Andrée Starå

https://community.smartsheet.com/discussion/121351/has-anyone-had-success-making-a-basic-crm-for-their-company

Hi,

I hope you're well and safe!

Yes!

I've developed different CRM solutions, and I recently developed a very advanced structured CRM for a client involving multiple connected/siloed sheets. I also used premium apps (Data Shuttle / Dynamic View and more) to sync/show it.

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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