Lightweight CRM template
About the Lightweight CRM Template
Maximize your productivity with a streamlined dashboard that organizes your customer data. Read and update customer information on visually appealing cards, and access relevant interactions with a single click. Customize this user-friendly lightweight CRM template to perfectly align with your unique workflow. Discover how in our comprehensive tutorial on using this template.
- Link interactions to customers.
- Enter and update data in an intuitive layout.
- Customize fields to suit your needs.
Categories
How to use the Lightweight CRM Template
See our full tutorial to build this template from scratch (a great way to learn Grist!), but here are some highlights that will help you get the most out of this simple starting point.
Customizing layout
You can move the template sections around to create a convenient layout. Move your mouse to the top left of each section until you see a “drag handle” icon. Use that icon to drag each section into the desired spot relative to other sections.
Other features
Grist has more great features, some of which are used in the Lightweight CRM template.
- Any text column may be shown as a hyperlink or rendered in Markdown. The Lightweight CRM template uses hyperlink rendering twice: for the “website” field, and for a formula-constructed hyperlink to a Gmail search page for the given contact’s email. The latter is handy if you use Gmail.
- Grist supports attachments. In the example, there is an “Attachments” field for each contact that may be used to store an image of a business card, for example.
In an actual business, you’ll need more. Specialized CRM products have tons of features. Their problem is complexity: trying to satisfy the needs of many different clients makes for a complicated product to use. The beauty of Grist is that you can start simple and add only the level of complexity you need, and nothing more.
