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Glide Templates

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. With powerful tools to track customer interactions, manage customer information, and improve your team's collaboration, you can streamline your CRM process and improve your customer satisfaction. Whether you're a small startup or a large corporation, our template can help you manage your customer relationships more effectively. Try it now and see how easy it can be.

Company CRM

Get access to your contacts lists and their contracts in one place.

Simplify your property management with the Property Manager template from Glide. Perfect for REALTORS®, real estate professionals, property management companies, and more, this template helps you manage your properties, units, tenants, and maintenance in one place. From tracking rent payments to coordinating maintenance requests, the Property Manager template has everything you need to manage your properties more effectively. Whether you manage condos, houses, or apartments, our powerful tools help you stay organized and stay on top of your game. Try it now and take your property management to the next level.

Property Manager

Properties, units, tenants, & maintenance.

Optimize your field sales and operations with the Field Sales template from Glide. Perfect for field service professionals, this template helps you manage your sales, schedule, catalogue, inventory, and reports in one simple-to-use app. With features like a product catalogue, accounts management, and sales reports, you can streamline your operations and stay on top of your game. Whether you work in field operations, field sales, or manage a team of field workers, this template has everything you need to succeed. Keep your customers happy and your inventory organized with the Field Sales template. Try it now and see the difference it can make for your business.

Field Sales

Product catalog, accounts & sales reports.

Create and assign tasks to employees, or create your own as an employee to keep track of ongoing projects. Users can delete tasks, or move them to a personalized archive to store old tasks out of their main view.

Task Manager

Assign tasks to employees.

The Customer Service Visits Portal allows offline businesses to capture onsite customer service visits requests in a single place. 

Admins can capture the service request details on the platform and assign the request to one of the staff members. Admin can create new customers and new staff members, edit their profiles, add/update service requests, and view the requests on a map.

Staff members see a list of all customer visits that they have to make on any given day.

Customer Service Visits Portal

Coordinate onsite physical customer service requests in a single place

Customer Service Visits Portal

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Customer Service Visits Portal

Maker

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Features

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