The larger your company becomes, the more customers you usually have. This is accompanied by a huge amount of customer data, which you should sensibly create and regularly maintain in your systems. Managing and maintaining customer data is also called customer relationship management, or CRM for short. You need a secure system for this, because customer data must be treated with absolute confidentiality and must be protected.
SeaTable is not only ideal for CRM due to its cloud-based structure, but also provides versatile functions that facilitate the maintenance of your customer relationship processes and put your strategy on the right track. Your customers find space in various columns and contact persons, products, services and contact data also find space here. Store projects, notes and tasks to round off your CRM.
Refine your customer strategy with good customer relationship management. To use this template, click on "Export" in the top right-hand corner of the template. You can then import this template directly into SeaTable.