CRM for Retail marketing agency Template

Building your own customizable CRM with Softr takes 10 minutes! This CRM for retail marketing agencies gives you and your team an intuitive and easy-to-use way to view, track, and manage tasks, customer data, and client and partner interactions. Give everyone the visibility and permission they need, streamline your follow-up process, and start saving hours of tedious work every week.

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CRM for Retail marketing agency Template

This CRM for retail marketing agencies is designed to help you manage interactions with customers and partners, track orders and pending tasks, and organize all customer data in one central location. The user-friendly template provides a complete set of features that enable you to keep track of communication and activities through the entire sales funnel. You can set different view and edit permissions for each group of partners or customers, ensuring they only have access to relevant information. All data is organized into directories that can be easily searched and filtered to locate the needed document or contact. This allows your team to work together efficiently by attaching and sharing notes, logging interactions, and more! Dedicated CRM tools can be expensive and often lack flexibility to accommodate unique business needs. This modular template is easily customizable, allowing you to tailor it to your retail marketing agency's specific requirements at no additional cost.

Different access levels

Specific permissions for each CRM user group.

Search and Filtering functionality

Easily find an item through search and filtering.

User- or team-specific accounts

Users can view and manage accounts assigned to them or their team.

Status labels

Easily track items through your sales funnel.

Track and add deals

Manage all your deals in a single spot.

Track notes

Attach notes to leads to share details with your team.

Overview
Softr’s CRM for Retail marketing agency lets you build a web application on top of Airtable or Google Sheets data. The template will let you consolidate all your client exchange in one place to avoid chaotic multi-channel communication. Data updates and changes will become available to all the parties in real time, allowing for easy sync and tracking

The template includes an advanced conditional visibility features that you can tweak to define what a specific group of users has access to and can modify. Further on, with Softr’s integrations you can setup website data tracking (with Google Analytics), Payments (with Stripe), and much more!

How it works
To get started, you simply need to create a Softr account (you can get started for free) and follow the template creation process. You will copy the template data in your Airtable or Google Drive account, and then start adding your own data. You can tweak the design of the web-app to make it fit your brand indentity and, as soon as the template is ready, you can invite users to log in and collaborate. You will be guided step-by-step on how to create your CRM for Retail marketing agency. Also, do not hesistate asking for help via our customer support chat if needed!

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