CRM Boards
  • 08 Sep 2021
  • 1 Minute to read
  • Comments

CRM Boards

  • Comments

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.


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.

For example, you can create a CRM board dedicated to onboarding new customers.


Once you've created the CRM board, you need to 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.


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.