👥 CRM
Jack S.
👥Lead Field
Type for CRMLead (Customer) Field
I thought Upbase could be adapted to work with it like a CRM.
But I would need a "Contact/Lead/Customer" field.
Currently, when I create a new field, there's a "👤People" field, which refers to existing users.
If only it were possible to create a similar Lead (Customer) field that wasn't linked to users but existed as a completely separate database, this would allow Upbase to be adapted for CRM.
Jack S.
What information should a CRM collectâť“
Basic Data
â—ľName, Surname
â—ľPhone
â—ľEmail
â—ľCompany (Linked to company profile)
â—ľURL, www, blog, socialmedia
â—ľAddress
â—ľAdditional Fields
Continuous Data Collection
(Time-varying)â—ľEngagement
â—ľActivities
â—ľNotes
â—ľTasks
â—ľMeetings
â—ľFiles
â—ľEmails
â—ľSocial Media (possibly in the future)
Inspiration:
Jack S.
A
Amsa V
Do you have any plans to implement this? It would be super helpful.
K
Karim Mneimneh
I wish this existed on upbase
L
Luis Gonzalez
CRM is a most have for sure! It would be easier to keep track of clients and all their projects inside upbase. It could be something simple but I can see a real value on that.
A
Agencia
Pleaseee
Sridhar Dhanapalan
Hi Jack S.,
Going by your many feature requests, it seems that you really like Productive. Is there a reason why you're not using it? What benefit do you see by turning Upbase into Productive?