Solid relationships are the foundation of a healthy business — they keep customers happy and cash flow strong. But how does a company succeed in building long-lasting relationships? Enter customer relationship management (CRM) software.
Keep on reading to learn how to find the right CRM and make it work for your organization!
Just as each organization is a little different, each CRM system is a little different too. That’s why we put together a roundup of our 10 Jotform CRM integrations so you can take a deeper dive into CRM-land and learn which one is the best fit for your business.
Pipedrive is the latest addition to Jotform’s suite of CRM integrations. With our Pipedrive integration, you’ll be able to collect important sales lead information and automatically funnel it into your account for easy organization and tracking.
Zoho has always been one of Jotform’s more popular CRM integrations. See how our updated integration lets you connect your forms with Zoho’s advanced features.
Before using Jotform and Trello, Mike’s Bikes was doing way more manual data entry than any business ever should. But with Jotform, they can now collect customer information for test rides and liability waivers through online forms. The information from these online forms automatically populates their Trello account (which they use as a nifty CRM). If you ask us, it’s quite the streamlined workflow.
If you’re new to CRM software or are looking for a refresher, be sure to check out our guide, “What is CRM?” This guide covers topics like how to find the right CRM, the importance of CRM integrations, why you should choose a cloud-based CRM, and more.