How to Create Your Own CRM in Atwork?

How to Create Your Own CRM in Atwork?

If you’ve found your way here, chances are you’ve recently acquired Atwork’s smart panels. Whether this is your inaugural encounter with Atwork or you’re simply looking to harness its full potential as a CRM tool, I’m here to guide you through the process.
Atwork stands as an exceptional system for consolidating all your software needs, eliminating the necessity of individual programs for CRM, team communication, task management, and more.
Assuming this may be your first foray into the world of Atwork, let’s embark on a journey to make the most of Atwork CRM software together.

Steps for making Atwork a customer relationship management software

First, use the login icon in the menu of this website and after entering your username and password or creating an account (for those who enter the platform for the first time), enter the Atwork Management platform.
In the next step, get to know the features of Atwork. On the left side, various menus were provided to you, each of which gives you a world of possibilities. Here it is good to know that we prepare templates for you to quickly convert your platform to CRM by uploading them.
In the next step, test each of the features to get to know the generality and how of the program space so that you can use it well for CRM marketing.

How do I communicate with others on Atwork?

One of the most important needs in CRM is communication, which is possible for you from the messages section, and you can easily chat with your colleagues and those you want in Atwork or even create a group chat. It is even more interesting that we put an artificial intelligence in this section for you so that if you have a question, you don’t need to use search engines anymore.
From this section, you can create a new chat or see your old chats.

How do I manage my data and informaion on Atwork?

In the MySpace Atwork section, which is visible from the left menu of the platform, you are provided with this possibility.
In this section, you should choose whether you want to save and categorize your data in a folder or a table. Your choice, whichever it may be, will be explained further in the following sections for each of them.
Choose a name for the folder, which you can also change later. For ‘Add new folder,’ provide a name.
You can create new folders without limitations. Each folder can have multiple sections, such as title, phone number, file, checkbox, status, employee, team, job, location, numbers, selection, short text, date, long text, or email. All these sections are at your discretion and will only be displayed if needed. To use them, simply press the ‘+’ sign.
We’ve also provided you with the capability to input all your information. However, if you wish to hide a specific section of information, simply remove the display of that section.

Space sheet in Atwork

Now, let’s assume that you prefer using sheets (tables) for better organization and ease of access. In this section, within Atwork Space, you’ll choose to create a sheet. You’ll have a table at your disposal, where you can add various columns and rows and input any type of information you need. One highly positive aspect of Atwork is that it provides you with various data types, so you can use it for entering all kinds of information, such as contact numbers and customer project details.

Create New Space for CRM in Atwork

Any organization that wants to categorize its CRM information can do so easily. For this purpose, you can create as many spaces as needed. Simply click ‘Create New Space,’ and all members have the capability to do this as well.
You can create your Atwork right now and take a step towards making your workplace smarter. Remember, we’re always here to answer your questions. Stay in touch with us.
The possibility of connecting Atwork to various CRM software
Even if you use multiple software tools, but they don’t quite meet your needs and have some shortcomings, there’s no need to compromise. Atwork offers the option to connect various software to address any gaps.