CRM for Customer experience CX agency Template

This CRM for CX agencies provides a comprehensive set of features to help you manage customer interactions and keep track of orders and pending tasks. With a simple and easy-to-use template, you can track communication and activities throughout the entire sales funnel. You can set different view and edit permissions for each group of partners or customers and share only relevant information with them. All data is organized into directories that can be easily searched and filtered to locate the required document or contact. This way, your team members can work together efficiently by attaching and sharing notes, logging interactions, and more! Dedicated CRM tools can be expensive and lack flexibility to accommodate unique business needs. This modular template is easily customizable, allowing you to tailor it to your CX agency's requirements at no additional cost.