Customer success and onboarding is essential to driving your business forward and ensuring retention. With this powerful customer relationship management (CRM) tool, you can easily manage the onboarding journey, monitor health, and improve customer relationships across your entire customer base.
Our post-sales CRM template gives you all the tools you need to track customer accounts, contacts, and interactions, and to stay up to date on all of your to-dos. This template is fully customizable – use it as-is or edit fields, pages, and underlying logic to fit your team’s workflow.
Our template makes it easy to manage customer accounts, contacts, and interactions from one central location. With this template, you can:
Included in this template, you’ll find the following pages: App Directory, My Tasks page, Interactions, accounts, Contacts, Dashboard, and a Team page.
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A CRM tool, or Customer Relationship Management tool, is a software tool designed to help you manage interactions and relationships with your customers. It serves as a centralized hub for storing customer data, tracking communication history, and keeping tabs on customer satisfaction. CRM tools often include features like contact management, account management, and task management. When used effectively, CRM tools can help you strengthen your relationship with your customers, ultimately driving customer satisfaction, retention, and revenue growth.
CRMs help you stay on top of your customer base, drive satisfaction, and ultimately drive better outcomes for your business. With a CRM, you can centralize your customer data, making it easier to keep track of the most important details of each account, better understand your customer’s needs, preferences, and behaviors, and stay on top of important customer interactions. With built-in reporting capabilities, CRMs also help you understand trends amongst your customers and amongst the CSMs on your team.
A CRM imposes a set of structured records to help teams keep track of their customers, including contact information, account information, and interaction history.
A good CRM will allow teams to customize fields to meet their needs, create automations that make task tracking simpler, and will make it easy to create dashboards that show an overview of your customer base.
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