How to Build a CRM to Manage Prospects & Client Contracts in SmartSuite

Managing prospects, client contracts, and sales, in general, can be tricky…that’s why it’s valuable to build a CRM in SmartSuite to keep it all organized! During this live SmartSuite demo, Layla at ProcessDriven will be guiding you through the process of how to build a CRM in SmartSuite.

While our example will focus on a service business managing client contracts using SmartSuite Forms, you can also easily apply this to any business model or service structure thanks to the flexibility of SmartSuite’s design.

Note: Before you follow this tutorial, make sure you have a free SmartSuite account with our affiliate link: and have followed our “Part 1” tutorial and “Part 2” tutorial. This is the third video in this series!

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ProcessDriven helps small teams turn chaos into process. The ProcessDriven Approach™️ combines software expertise with practical process-first strategies that have helped 1,600+ teams build a scalable foundation of business systems.