Utilizing Smartsheets as a CRM Tool
Hello Smartsheets Community,
I hope everyone is doing well and had a wonderful holiday and a happy new year!
Has anyone used Smartsheets as a CRM tool? I know that there is a Smartsheets CRM template, but I'm wanting to hear from anyone that has developed their own CRM within Smartsheets. We currently utilize Microsoft Dynamics for a CRM tool. To me it seems too clunky and we have to use a third party to make any changes or updates. We looked at Salesforce, but the cost is too expensive.
Would love to connect with anyone that's willing to talk about how they are using Smartsheets as a CRM.
All the best,
Sr. Program Manager – Window & Lifestyle
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