Smartsheet CRM

Cinag87

I have been using Smartsheet for project management for a few years. I am needing a CRM and understand that Smartsheet has this feature, but I am having trouble finding details or tutorials. Can someone help?

Andrée Starå

Hi @Cinag87

I hope you're well and safe!

I've developed multiple more advanced CRM solutions for clients. Depending on what you need, this template might be an excellent starting point.

https://www.smartsheet.com/marketplace/us/template-sets/personal-crm

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Andrée Starå

Hi @Cinag87

I hope you're well and safe!

I've developed multiple more advanced CRM solutions for clients. Depending on what you need, this template might be an excellent starting point.

https://www.smartsheet.com/marketplace/us/template-sets/personal-crm

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Cinag87

Thank you. I will review these today. I appreciate the quick response.