👥 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.
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Jack S.
What information should a CRM collect❓
Basic Data
◾Name, Surname
◾Phone
◾Email
◾Company (Linked to company profile)
◾URL, www, blog, socialmedia
◾Address
◾Additional Fields
Continuous Data Collection
(Time-varying)◾Engagement
◾Activities
◾Notes
◾Tasks
◾Meetings
◾Files
◾Emails
◾Social Media (possibly in the future)
Inspiration:
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Jack S.
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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.
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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?
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