Teams can manage their relationships with key stakeholders and partner organizations in the workspace CRM.
CRM refers to the customer relationship management module within TermSheet that captures critical details, tracks interactions, and facilitates collaboration between stakeholders.
Workspace CRM
Maintain a directory of contacts and companies in one place. Track activities, log emails, and view associations to deals and objects from across the workspace.
Deal Level Contacts
Add contacts and companies who are directly associated with a specific deal so they are easily accessible when viewing the deal.
💡Things to Consider
Contacts are separate from users. Contacts are not granted access to the workspace. Think of Contacts as a directory.
Contacts Overview
Add companies and contacts to TermSheet to track and maintain relationships with key connections.
Find the contact you need quickly with Search & Filter
Use the search bar to keyword search, select tags to filter by tag, or filter based on any contact field.
Contact information is available at-a-glance.
The contact information for individuals and companies can be added individually or in bulk via an import.
Manage contact related activities within the contact/company record.
Tasks Items that a contact has been associated with will be listed here, as well as notes, engagements, logged emails, and activities.
Track the deals and loan quotes the contact is associated with in the summary view.
🚀 Getting Started with Contacts
✅Collect a list of the key stakeholders and organizations that you collaborate with.
✅Determine if additional fields may be necessary to track key datapoints.
✅Review Best Practices for Relationship Management
