CRM Boards

What are CRM boards?

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

Each CRM board has two main components: Opportunities and CRM stages.

CRM stages are steps within set processes (CRM boards) that you expect opportunities to go through.

How CRM Boards Work

You start a CRM board by creating the board itself. 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 CRM boards:

Use Templates

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

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.

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