How to Build a CRM to Manage Prospects & Client Contracts in SmartSuite

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Managing prospects, client contracts, and sales, in general, can be tricky...that's why it's valuable to build a CRM in SmartSuite to keep it all organized! During this live SmartSuite demo, Layla at ProcessDriven will be guiding you through the process of how to build a CRM in SmartSuite. While our example will focus on a service business managing client contracts using SmartSuite Forms, you can also easily apply this to any business model or service structure thanks to the flexibility of SmartSuite's design.

Note: Before you follow this tutorial, make sure you have a free SmartSuite account with our affiliate link (https://processdriven.co/SmartSuite?utm_source=youtube&utm_medium=organic&utm_campaign=e278) and have followed our "Part 1" tutorial https://youtube.com/live/2tj_5vst2No and "Part 2" tutorial https://youtu.be/rFbP9dpxIfQ. This is the third video in this series!

🔴 This will be a LIVE session! Join us in real-time to ask your questions and build with Layla at ProcessDriven in #SmartSuite. Once the recording is over, we'll add timestamps below!

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