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What is the Company CRM Template?
Take control of your customer relationships with the Company CRM template from Glide. Perfect for businesses of all sizes, this template lets you manage contacts, companies, and contracts in one place through a private portal for your team.
- Manage customer interactions and information in one central location.
- Enhance team collaboration with shared access to customer data.
- Keep track of contracts and company details efficiently.
Try the Company CRM template now and see how easy it can be.
Why you should use the Company CRM Template with Glide
Managing customer relationships is crucial for any business, and the Company CRM template from Glide makes it remarkably straightforward. Perfect for businesses of all sizes, this template lets you handle contacts, companies, and contracts all in one place through a private team portal.
- Glide connects to your existing data sources, such as Google Sheets and SQL databases, so you can create interfaces without the hassle of data migration.
- The integrated Data & Layout Builder allows you to manage your business data and design your app’s interface in one fluid motion, speeding up development.
- Your apps come with a professional look and feel across all devices, automatically adapting for both desktop and mobile views.
Try the Company CRM template today and experience how it can simplify and enhance your customer relationship management.
Who should use the Company CRM Template
Sales Director
As a Sales Director, this template empowers you to efficiently manage your team's sales activities and track progress towards targets. With clear visibility into key metrics and performance indicators, you can make data-driven decisions to optimize strategies and drive revenue growth.
- Gain comprehensive insights into sales team performance through customizable dashboards and reports
- Streamline sales processes by automating routine tasks and approvals
- Foster team collaboration and communication with centralized access to customer data and deal details
Customer Success Manager
As a Customer Success Manager, this Company CRM template provides an easy way to manage customer relationships and improve satisfaction.
- Centralize all customer information, interactions, and contracts in one secure portal
- Track customer health and identify at-risk accounts for proactive support
- Collaborate with your team on customer issues and account plans
Maker
Made by Glide
Data Sources
Resources
How the template works
1
Click 'Get template'
This will copy the template into your Glide account. If you don't have an account, you will be prompted to create one for free.
2
Customize your template
You can now import your data, add features, screens, and integrations, and adjust the settings and appearance of your app.
3
Publish your app
Once you've customized the template to your needs, you can one-click publish the app and begin inviting users immediately.
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