Welcome to the Smartsheet Forum Archives
The posts in this forum are no longer monitored for accuracy and their content may no longer be current. If there's a discussion here that interests you and you'd like to find (or create) a more current version, please Visit the Current Forums.
Smart sheet as CRM
We are in the process of a new enterprise, and really love using Smartsheet, especially the history function.
I’m looking for a good CRM cloud software, were I can easily manage contacts, pipeline, promotions, billing, INV, inventory etc.
I think Smartsheet is perfect for pipeline management, but I miss the functions that natural CRM software provide to the relations between pipeline management and the contacts list.
Meaning, if I add a note on the pipeline I won’t be able to easily see it in the future on the contact/company card once I want to track business history with that customer.
If anyoe can recommend some best practice that will be really cool if I can still somehow use Smartsheet for the pipeline management.