CRM for Video conferencing platform Template

Building your own customizable CRM with Softr takes 10 minutes! This CRM for video conferencing platforms gives you and your team an intuitive and easy-to-use way to view, track, and manage schedules, tasks, 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.

Internal Tool
Client Portal
CRM
Business Development

CRM for Video conferencing platform Template

This CRM for video conferencing platforms provides a comprehensive solution to track schedules, pending tasks, and interactions with each customer and partner. With a user-friendly interface and a complete set of features, you can easily keep track of communication and activities throughout your entire platform. You can set different view and edit permissions for each group of partners or customers and share with them only relevant information. All the data within the CRM is organized into directories that can be easily searched and filtered to locate the needed document or contact. This way, your colleagues can work together by attaching and sharing notes, logging interactions, and more! Dedicated CRM tools are often quite expensive and don't allow for much customization. With this modular template, you can easily customize everything to your video conferencing platform's needs at no additional cost. Whether you need to manage meetings, track user interactions, or coordinate with partners, this CRM offers a comprehensive solution tailored to the unique needs of video conferencing platforms.

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.