Have you ever wondered how some businesses flourish while others struggle to even exist? Sure, product quality and delivery might be one of the reasons. However, many businesses fail to recognize a crucial aspect that plays an essential role in any business or institution. Let’s illustrate it with a story.


The bustling city of Nashville houses a small cafe run by Danny. The cafe is comparatively tiny, yet something sets it apart from others. It is the owner’s commitment to customer relationship management. Danny knows the names of his regular customers, and their usual orders, and takes initiative in giving recommendations. He ensures he takes feedback from the customers and works on the areas of improvement. The customers seem to be pleased by the hospitality and attention. They make a point of recommending the cafe to their acquaintances. This has kept the cafe thriving for the last eight years and transformed it into one of the most renowned eateries in the city.


Click here to explore our ‘Top 10 CRM Dashboard Templates With Samples And Examples’.


This example showcases the importance of customer relationship management (CRM). So, whether you are the manager of a venture or an entrepreneur, it’s necessary for you to keep this aspect in mind to keep your initiative flourishing. Check out our ready-made, easily editable Top 7 CRM Flowchart Templates. Characterized by a professional design and crisp content, these templates can save a lot of your time and increase your efficiency. They are content-ready and 100% editable too!


Let’s explore the templates below.


Template 1: CRM Application System Architecture Flowchart

For the proper efficiency of the customer relationship management system, there is a need to understand its proper functioning. If your company has hired newbies who are yet to understand the mechanism, refer to this PPT Template. Designed with a professional look, this PPT Slide showcases the system design using a flowchart. The flowchart is divided into three segments, namely, ‘Device’, ‘Application Server', and ‘DB Server’. A fourth of the slide has a section mentioning the key features the system contains. It mentions an interactive dashboard, data import and export, a document drop panel, etc.


CRM application system architecture flowchart




Template 2: CRM Process Flow Chart for Retail Banking

This one-slider PPT Layout gives an overview of the CRM process for retail banking in the format of a flowchart. Designed in a simplified yet detailed form, this slide is apt if you want to understand CRM in retail banking. The process is shown to begin with different phases like strategy development, preparation of data, analysis of sales channels, client preference analysis, identification of target customers for channel migration, derived recommendations for channel migration, etc. If this sounds good, click on the link below to download it.


CRM process flowchart for retail banking




Template 3: CRM Solutions for Retail Customer Service Process Flowchart

This PPT Theme with a crisp and comprehensive flow chart gives a 360-degree view of the CRM in retail customer service. Starting with telephonic communication with the customer, it presents how these calls are transferred to a suitable department dealing with the specific issue. The chart ends with automated emails and SMS delivery after interaction between the client and the agent as a means to gauge reception. The slide also presents some minute yet important details, like types of inquiries by the buyers, CRM functions during such calls, the purpose of the automated mails to various stakeholders, etc.


CRM solutions for retail customer service process flowchart




Template 4: CRM Process Flowchart in Banking System

Just like in the retail customer service template before, this flowchart depicts the CRM process in the banking system. Beginning with a bank customer call, it ends with automated email and SMS delivery after the interaction between the customer and the bank agent. The flowchart also depicts how pressing different numbers during the call leads to one step into the next. In order to make the roles distinct, the colors for icons representing the client and the agents are done differently. If this is what you need, click on the link below to access it!


CRM process flowchart in banking system




Template 5: CRM Solutions for Healthcare Management Process Flowchart

In hospital management, the role of CRM becomes crucial as patients need assistance for appointments, emergencies, etc. This ready-made template gives an overview of the entire process. It mentions various service requests along with various the allocated to these different of services. CRM functions like patient details, call details, appointment reports, etc. can be understood with a glance at this PPT Slide. What are you waiting for?


CRM solutions for healthcare management process flowchart




Template 6: CRM Solutions for Finance And Insurance Consultancy Process Flowchart

This one-slider PPT Template gives a crisp depiction of how CRM is implemented in a finance and insurance consulting process. It begins with a phone call from the customer, leading to a customer inquiry and then service request allocation. By the end of the interaction, an automated email and an SMS are delivered to both the customer and the consultant. Feedback, as we mentioned, is critical. The customer is sent a thank-you message, while the client details are sent to the consultant. The distinct feature of this process is that there is a scope for the next follow-up. Is this what you’ve been looking for? If yes, get it right away!


CRM solutions for finance and insurance consultancy process flowchart




Template 7: CRM Solutions for Telecom Business Customer Support Process Flowchart

This ready-made PPT Preset gives an overview of the telecom business customer support processes. This flowchart is designed in such a way that it is comprehensible to even someone who is new to the field. This flowchart also shows that customers have a choice for language selection, making it more customer-friendly and communication more convenient. Waste no time; download it now.


CRM solutions for telecom business customer support process flowchart




Template 8: Flowchart of CRM In Real Estate PPT Presentation Show Example

This illustration shows how CRM functions in real estate. The entire process is illustrated in 14 stages, starting with leads and ending with possession. Other stages include inquiry details, unit cost estimation, rent invoice, customer details, unit allocation, payment follow-up, agreement, etc. Buying and selling a house is a long, convoluted process and this CRM process makes it easier on all parties involved. Have you been looking for something like this? In that case, download it now by clicking on the link below!


Flow Chart of CRM in Real Estate




The soul of any successful venture is a well-executed customer relationship management process. Our meticulously curated CRM Templates are an invaluable asset. These templates not only save time and effort but also ensure that your employees understand the nitty-gritty of the system. The article explored various sectors using samples and was prepared using in-depth research. These are highly user-friendly and are available in the formats of your preference.


If you are planning to improvise CRM in your venture, check out our ‘Top 5 CRM Project Plan Templates’.


You may click here to access our ‘Top 5 CRM Requirement Templates With Samples And Examples' that illustrates CRM solutions best-suited to your needs.




What is CRM and examples?


CRM refers to Customer Relationship Management. It is a strategy that businesses use to understand and manage their relationships with customers. It consists of various stages and processes to help organizations improve customer satisfaction leading to growth in their venture. Some examples include sales, service, e-commerce, real estate, financial services, etc.


What is CRM process flow?


Customer Relationship Management process flow involves various stages and it differs according to sectors. However, commonly it has lead generation, lead qualification, customer acquisition, relationship management and customer retention.


Let’s describe a few:


  • Data Collection: The process starts with the collection of customer data from various sources, including interactions, purchases, and inquiries. This data includes contact information, purchase history, preferences, and more.
  • Data Entry and Storage: The collected data is entered into a CRM system and stored in a centralized database. This ensures that all customer information is easily accessible and up-to-date.
  • Lead Generation: Businesses identify potential customers (leads) through marketing campaigns, referrals, or other means. These leads are added to the CRM system for tracking and further engagement.
  • Lead Qualification: Leads are assessed to determine their likelihood of becoming paying customers. This involves evaluating their needs, budget, and other criteria.
  • Customer Segmentation: Customers are categorized into different groups based on shared characteristics or behaviors. This segmentation helps tailor marketing and communication efforts.
  • Repeat Business: CRM aims to foster long-term relationships with customers. By delivering exceptional service, businesses encourage repeat purchases and loyalty.


What are CRM tools?


CRM tools are software applications that help businesses manage customer interactions and relationships. They also help in data management. They serve as a central hub for collecting, organizing, and analyzing customer data, enabling companies to better understand their customers' needs and preferences. CRM tools facilitate improved communication and engagement by tracking interactions, such as emails, calls, and meetings, allowing for more personalized interactions.