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Collection · 6 concepts

CRM

Planned CRM concepts for sales, agencies, property, clinics, recruiting and nonprofits.

A customer relationship management system helps a team keep track of people, conversations and next steps. These six concepts differ by the records and workflows each team needs. For example, a property team tracks viewings, while an agency tracks proposals and client handoff. The clinic concept covers contact and appointment requests only; it does not claim to store medical records.

Every item is in development. Product files, working demos and delivery dates will appear only when confirmed.

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