Here’s a great example of how you can use agileBase CRM to utilise your records by turning them into visual aids, making them more productive and efficient; for you, your staff and customers.

In the example below, a customer of ours has collated training records and opportunities against staff details and departments. This enables them to see at a glance where there may be holes in staff skillsets and establish where training is necessary.

training matrix

This is something we at agileBase can help develop with you, or train you to establish yourself; so that it can be adapted, amended and redesigned to suit the growing needs of your company and staff.

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