Create a Cost-Effective CRM in Zenkit

CRMs are an important tool for every business. But we understand that not every business can afford to splurge on their systems. Here’s how you can create a cost-effective CRM using Zenkit’s templates.

CRM stands for customer relationship management and it refers to the tools and practices that are used to manage customer interactions and data throughout the customer lifecycle. The purpose of CRM is to fuel business development by improving existing customer relationships, establishing new ones, and even trying to win back former customers.

The Importance of CRM

It’s a no-brainer that customers are at the core of your company’s success. Without them, there is no revenue, and without revenue… you kind of don’t have a business. Here’s how a CRM can benefit your business:

Monitor Customer Interactions

Having a CRM strategy in place allows you to track and analyze information relating to your customers. There is a fine line between ignoring your customers and bombarding them, and being able to track interactions will make all communication a smoother experience.

Uncover Potential

A CRM’s goal is to not only manage existing relationships, but to also generate new leads, and possibly win back former customers. With a CRM strategy and system in place, you may have a better chance of targeting the right people at the right time.

Store and Organise Data

We live in a world where data is worth its weight in gold (make sure you are dealing with it properly!) and when you have such precious data, you need a nice place to store it. Using a CRM tool can provide you with a single customer view that’ll make analyzing behaviours and interactions an easier thing to do.

Customer Relationship Management Tools

Designed to assist in customer retention and drive sales growth, a CRM tool is essentially a platform that allows you to manage your contact and communication with existing and potential customers.

There are a plethora of CRM tools available on the market that come with various bells and whistles to suit any and every business’s needs. The tool that a fully-fledged corporate enterprise uses would presumably look quite different to that of a startup’s or a freelancer’s.

What you essentially want from a tool, however, is one that can track the activity of customer interactions, monitor deals, manage resources, and store and organize contacts.

How to Create a CRM with Zenkit

We get it, not everyone can afford to splurge on their CRM system. The good news for businesses who have to tighten their purse strings is that your favourite project management tool can be used to create a CRM system at absolutely no extra cost! Here’s how:

Deal Tracker

Step 1: Create a new collection and select the spreadsheet option. Label it ‘Deal Tracker’ and hit the create button.

Step 2: The layout of how a business tracks its deals may vary from each company. However, here are the 13 fields we’ve gone for:

• Title
• Stage
• Notes
• Date
• Company
• Products
• Quantity
• Deal probability in %
• Item value
• Order total
• Final invoice
• Interactions
• Products

The cool thing about Zenkit is that there are 11 types of field properties to choose from. This means you can use special functions, such as formulas and functions, to present your information.

Once you’ve implemented all the necessary fields, your Deal Tracker template is complete!

Interactions

One of the most important things to keep track of when it comes to customer relationship management is the interaction between your business and customers—both existing and potential.

Creating your Interactions template involves the same steps as the Deal Tracker template. However, of course, it will require a different collection name and different fields. Here are the eight we’ve gone for:

• Deal Tracker
• Title
• Type
• Date
• Contact
• Related Deal
• Notes
• Client Contact

Products

Businesses usually either sell products or services, and if yours falls into the former category, then this next collection is something you’d want to include in your CRM.

Creating your Products template involves the same steps as the first two collections you created. Here are the fields ours comprised of:

• Deal Tracker
• Product Name
• Product Description
• Contracts
• Type
• List Price
• Product Photos

Asmo Published on July 12, 2018, updated on March 1, 2024 · 6 min read