Company Profile Dashboard

It's important to understand the needs of your users, including salespeople, customer service representatives, and other stakeholders.

A CRM is all about managing customer relationships, so it's important to have a deep understanding of your customers.

What are their needs and pain points?

How do they interact with your company?

What data do you need to collect about them?

Understanding your customers will help you design a CRM that meets their needs and helps you build better relationships with them