CRM Boards
  • 02 Nov 2021
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CRM Boards

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What are CRM Boards?

CRM (Customer Relationship Management) boards help you manage processes and communication with current and prospective customers.

Each CRM board relies on two main components: Opportunities and Stages.

CRM_BoardsExample.png

How CRM Boards Work

You start a CRM board by creating the board itself. Each CRM board represents a common operations or sales scenario that you want to partially or fully automate. CRM boards are also a great way to standardize some processes in your space.

You have two main options to build CRM boards:

Use a CRM Board Template

The CRM Board wizard lets you create a sales pipeline with or without digital signature when you try to create a new board on the Admin Panel.

CRM_NewBoardWizzard.png

Creating Your Own CRM Board

You can also decide to start your CRM board from scratch and manually add stages to the board. Each CRM stage corresponds to a step that you expect opportunities to go through. Each stage includes an Action section and a New Opportunities section. The Actions section defines what action should be triggered when an opportunity reaches the stage. The New Opportunities section lets you automate the creation of new opportunities.

For example, you can add three stages to your Onboarding CRM board.

CRMboardstagesexample.png

In this case, Contract Signature could be populated with any customer signing a new contract and trigger a message macro that provides instructions on when new customers can come to your space for the keys handout. The Keys Handout stage could trigger a task list assigned to a member of staff at the Concierge Desk whenever an opportunity is added to it. The Tour of Amenities stage could also trigger a task list assigned to a space manager along with the activation of the customer's account.