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

04/14/16 Edited 12/09/19

Hi there,

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. 

Comments

  • J. Craig WilliamsJ. Craig Williams Top Contributor

    Not everything is a nail.

    You may end up feeling constrained by things that Smartsheet can't do as well as a classic CRM. 

    Smartsheet integrates to Salesforce and Marketo directly.

    See the app gallery:

    https://www.smartsheet.com/apps

     

    If you use other apps (DocuSign for example), you can also connect to some of them without much effort. I've been trying to get Smartsheet to connect to another CRM via a third party that they both talk to. I assume it is possible and only a matter of time.

     

    My 1/50th of a Euro.

     

    Craig

     

This discussion has been closed.