---
title: "CRM Boards"
slug: "crm-boards"
tags: ["Admin Panel", "Concept", "CRM", "CRM boards", "Screenshot"]
updated: 2026-04-08T15:10:36Z
published: 2026-04-08T15:10:44Z
canonical: "help.nexudus.com/crm-boards"
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.nexudus.com/llms.txt
> Use this file to discover all available pages before exploring further.

# CRM Boards

## What are CRM boards?
**C**ustomer **R**elationship **M**anagement (CRM) boards help you automate a number of processes such as: 

* Sales pipelines 
* Customer onboarding/offboarding 
* Cancellations 
* Communication with {{variable.customers}} 

Each {{variable.CRMboard}} has two main components: **[{{variable.OpportunitiesCAP}}](https://help.nexudus.com/v3/docs/crm-opportunities){target="_blank"}** and **[{{variable.CRMstages}}](https://help.nexudus.com//v3/docs/crm-stages)**. 


![CRM_BoardsExample.png](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/CRM_BoardsExample.png){height="" width=""}

{{variable.CRMstages}} are steps within set processes ({{variable.CRMboards}}) that you expect {{variable.opportunities}} to go through. 

## How CRM Boards Work
You start a CRM board by [creating the board itself](https://help.nexudus.com//v3/docs/adding-crm-boards){target="_blank"}. Each board represents a common sales scenario that you want to partially or fully automate. 


CRM boards are also a great way to standardize processes in your space.

*For example, you can create a CRM board dedicated to onboarding customers joining your space and another one to offboard customers from the moment they request a contract cancellation to their account deactivation.*

You have two main options to build {{variable.CRMboards}}: 

### Use {{variable.Templates_CAP}}

We offer CRM Board {{variable.templates}} to build a sales pipeline with or without a digital signature in a few clicks.

![CRMBoardTemplates.png](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/CRMBoardTemplates.png){height="" width="700"}

You can also use templates as a starting point and build on top of them by adding or removing stages and editing any of the existing ones. 


### Build Boards from Scratch
You can also decide to start your CRM board from scratch and manually add each stage 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 Office Tenant CRM board.* 

![CRMBoardCustom](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/CRMBoardCustom.png){height="" width=""}

*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 {{variable.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 **Office Tour** stage could also trigger a task list assigned to a space manager along with the activation of the customer's account.*