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Company CRM Template

Company CRM Template

Glide

Made by Glide

17.6k
Glide

Made by Glide

17.6k

Manage relationships with the Company CRM template—organize contacts, companies, and contracts in one place to boost team collaboration and customer satisfaction.

Company CRM Template
Company CRM Template
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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

Glide

Made by Glide

17.6k

Data Sources

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.

The no code platform for work software.

With Glide, you can quickly create custom apps that make your business more efficient—without writing a single line of code.

Intuitive builder

Intuitive builder. Glide's drag-and-drop builder makes it easy to create a sophisticated app quickly, without any coding or design skills.

Modern UI

Modern UI. Glide’s automated design system is crafted with high-quality themes, layouts, and components that are continually updated to stay modern.

SQL support

SQL support. Connect your SQL databases and build powerful tools and apps on top of your existing data.

Adaptive design

Adaptive design. Glide apps are optimized for both desktop and mobile breakpoints, ensuring a consistent UX across devices.

Powerful AI

Powerful AI. Automatically generate customer emails, extract text data from manuals and receipts, and more with Glide AI.

Frequently asked questions

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