Request Form + CRM Template

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Streamline the process of managing customer requests and maintaining relationships with this Request Form + CRM template from Plasmic.

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Components

  • App Layout
  • Form
  • Button

Categories

public apps
form
crm

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About the Request Form + CRM Template

Improve your customer interactions with this Request Form + CRM template from Plasmic. Constructed for small business owners, managers, and customer service professionals who need to efficiently manage service requests and customer relationships, this app template facilitates the creation, organization, and growth of a service system that encourages repeat business.

Get a 360 view of customers, service quotes, and revenue. Track business leads in the CRM and get deeper insights around the status of new and ongoing projects. This template is fully customizable to mirror your business's unique brand and service.

What is a request form and CRM?

A request form is where customers can submit their landscaping requests, and a CRM enables businesses to manage these requests and maintain customer relationships. It simplifies the process of service management, improves customer engagement, and aids businesses in delivering timely and high-quality services.

Why build a custom request form and CRM app?

Creating a custom system is necessary for businesses that require unique capabilities or interfaces that generic CRMs can't provide. Plasmic's Request Form + CRM template gives you a head start in creating a personalized tool for your customers to request services, and for your business to manage these requests and maintain customer relationships effectively, all under your unique brand.

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Categories

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