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CRM Solution

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About

The CRM solution manager is a simple, easy-to-use, and ready-to-download app template from QuickBase. It is custom-built for sales teams and businesses hoping to track contacts and opportunities. As one of the more than 800 business applications in our app library, this option combines a CRM and project management software solution into one sleek design. With it, you can track your most important data that can help your sales endeavors become more successful, including the following: • Account data, including contact and company information • Important and upcoming opportunities and most probable leads • Activities of sales or service representatives to connect with the potential customer or client, like phone calls and emails • Important documents like forms and signed contacts A Mobile CRM Workspace Use the CRM solution manager to track your sales contacts and opportunities in one easy-to-manage place. The database lives in the cloud and can be accessed with smartphones and tablets, making it the perfect solution for mobile sales groups. So whether you're operating out of one office or multiple locations, this can serve as your CRM. Management software like this creates a safe and transparent online workspace in the cloud and often, as a result, a collaborative attitude among team members. A Dynamic Solution for Managers Further customize this template if you want to develop a solution that matches your exact business processes without spending a lot of in-house resources on crafting a custom CRM. Management software from QuickBase is designed to be updated, tweaked, and changed on the fly in a low-code platform that's intuitive for business managers. Use drag-and-drop features to create a dashboard that will give you a window into your team's status with metrics on opportunities, activities, and key contacts. Do More with QuickBase Wondering if this is the right CRM and project management software for you? This option is one of our apps that’s great for people starting out with QuickBase. For small-to-medium-sized businesses or large sales teams, this CRM app offers the simplicity and easy-to-use functionality that many are looking for; however, if you need a different solution, see what other sales apps we have to offer now.

Categories

Tags

Information you can track in this app

  • Accounts
  • Opportunities
  • Activities
  • Documents

Images & documents

Author

quickbase.intuit.com
QuickBase_Exchange@intuit.com

  • Quickbase user since 1999
  • Apps created 19
  • Apps shared 90

The QuickBase team has created over one hundred ready-to-use business apps that are available alongside those contributed by users like you.

About QuickBase:
QuickBase is a cloud-based workspace for business apps that helps teams work smarter by automating tasks and workflows and delivering real-time insights through clear, visual reports. Thousands of companies, including half of the Fortune 100, have built over 3 million QuickBase apps to solve diverse business challenges and improve team productivity.

Right out of the gate, use one of hundreds of free QuickBase apps, build your own apps without coding, or import your Excel spreadsheets.

Not sure if this app will address your specific needs? See the ratings and reviews below or browse the hundreds of other ready-to-use QuickBase apps.

Ratings and reviews

CRM Solution is rated 1.0 out of 5 by 1.
Rated 1 out of 5 by from CRM solution Poor. Should not be used. There are much better ones. Don't even try this one.
Date published: 2015-03-03
  • 2016-09-28T08:13CST
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  • loc_en_US, sid_636, PRD, sort_relevancy
  • clientName_quickbase
CRM Solution

Information you can track in this app

Not sure if this app will address your specific needs? See the ratings and reviews below or browse the hundreds of other ready-to-use QuickBase apps.

Ratings & reviews

Get Started with QuickBase

With QuickBase, you can choose from 800+ customizable business apps to:

  • Manage teams & projects
  • Create dashboards & reports
  • Automate business processes
Try This App

Customer? Sign in

Not what you're looking for?
View All QuickBase Apps

Overall rating

PC Magazine – 4-star Database Software – Excellent

Two-Time // CODiE // Award Winner for Best Project Management Solution and Best Business Software Product or Service

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