API & Developers
API & Developers
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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!
Answers
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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
✅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!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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