V tomto \u010dl\u00e1nku si uk\u00e1\u017eeme, co to CRM vlastn\u011b je, a bl\u00ed\u017ee se pod\u00edv\u00e1me na ta jednodu\u0161\u0161\u00ed \u0159e\u0161en\u00ed, kter\u00e1 mohou b\u00fdt leckdy pro mnoh\u00e9 dosta\u010duj\u00edc\u00ed.<\/span><\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“][et_pb_column type=“4_4″ _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“][et_pb_heading title=“Ale nejd\u0159\u00edve – co to CRM p\u0159esn\u011b je?“ _builder_version=“4.27.6″ _module_preset=“default“ title_level=“h2″ global_colors_info=“{}“ theme_builder_area=“post_content“][\/et_pb_heading][et_pb_text _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“]<\/p>\n Slovo CRM poch\u00e1z\u00ed z anglick\u00e9ho \u201e<\/span>Customer Relationship Management\u201d, co\u017e v p\u0159ekladu znamen\u00e1 \u201e<\/span>\u0158\u00edzen\u00ed vztah\u016f se z\u00e1kazn\u00edky\u201d.<\/span><\/p>\n Jednodu\u0161e by se dalo \u0159\u00edci, \u017ee CRM je n\u00e1stroj, kter\u00fd podnikatel\u016fm\/firm\u00e1m umo\u017e\u0148uje evidovat kontakty, efektivn\u011b zaznamen\u00e1vat klientsk\u00e9 vztahy (n\u00e1kupy, v\u00fdsledky, domluvy …), sledovat prob\u011bhlou komunikaci a evidovat obchodn\u00ed p\u0159\u00edle\u017eitosti. A to p\u0159ehledn\u011b na jednom m\u00edst\u011b (bez lav\u00edrov\u00e1n\u00ed mezi pozn\u00e1mkov\u00fdm blokem a Excelem).<\/span><\/p>\n C\u00edlem pou\u017e\u00edv\u00e1n\u00ed CRM syst\u00e9mu by m\u011blo b\u00fdt p\u0159esn\u00e9 identifikov\u00e1n\u00ed pot\u0159eb z\u00e1kazn\u00edk\u016f, tedy pos\u00edlen\u00ed vz\u00e1jemn\u00e9ho obchodn\u00edho vztahu a spokojenosti.\u00a0<\/span><\/p>\n <\/span><\/p>\n <\/span><\/p>\n [\/et_pb_text][et_pb_image src=“https:\/\/freshflow.app\/wp-content\/uploads\/2026\/04\/S_10.ai-2.png“ alt=“Sch\u00e9ma jednoduch\u00e9ho CRM“ title_text=“S_10.ai (2)“ align=“center“ _builder_version=“4.27.6″ _module_preset=“default“ width=“46%“ global_colors_info=“{}“ theme_builder_area=“post_content“][\/et_pb_image][et_pb_text _builder_version=“4.27.6″ _module_preset=“default“ custom_margin=“28px|||||“ global_colors_info=“{}“ theme_builder_area=“post_content“]<\/p>\n CRM syst\u00e9m tak umo\u017e\u0148uje mimo jin\u00e9:<\/strong><\/strong><\/p>\n <\/strong><\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=“1″ module_id=“prvni-ukol“ _builder_version=“4.16″ custom_margin=“-7px|||||“ custom_padding=“7px||29px|||“ global_colors_info=“{}“ theme_builder_area=“post_content“][et_pb_row _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“][et_pb_column type=“4_4″ _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“][et_pb_heading title=“A nyn\u00ed zp\u011bt k jednoduchosti – na \u010dem lehk\u00e9 CRM stav\u00ed?“ _builder_version=“4.27.6″ _module_preset=“default“ title_level=“h2″ global_colors_info=“{}“ theme_builder_area=“post_content“][\/et_pb_heading][et_pb_text _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“]<\/p>\n Jednoduch\u00e9 CRM je ide\u00e1ln\u00ed \u0159e\u0161en\u00ed pro men\u0161\u00ed a\u017e st\u0159edn\u00ed firmy, kter\u00e9 pot\u0159ebuj\u00ed m\u00edt jasn\u00fd p\u0159ehled o sv\u00fdch klientech i zak\u00e1zk\u00e1ch. Z logiky n\u00e1zvu by tato \u0159e\u0161en\u00ed m\u011bla poskytovat jen skute\u010dn\u011b kl\u00ed\u010dov\u00e9 funkcionality, kter\u00e9 vyu\u017eije (t\u00e9m\u011b\u0159 bez v\u00fdjimky) ka\u017ed\u00fd.\u00a0<\/span><\/p>\n A ka\u017ed\u00fd zajist\u00e9 pot\u0159ebuje evidovat klientsk\u00e9 vztahy, p\u0159ipom\u00ednat si \u00fakoly, kontrolovat stavy rozjednan\u00fdch zak\u00e1zek nebo sledovat to, jak se v byznysu da\u0159\u00ed.\u00a0<\/span><\/p>\n To by m\u011blo b\u00fdt gr\u00f3 a c\u00edl jednoduch\u00e9ho CRM = m\u00edt p\u0159ehled o sv\u00e9m byznysu a tedy dob\u0159e identifikovat pot\u0159eby klient\u016f.<\/span><\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“][et_pb_column type=“4_4″ _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“][et_pb_heading title=“Jednoduch\u00e1 CRM \u0159e\u0161en\u00ed v dne\u0161n\u00ed dob\u011b“ _builder_version=“4.27.6″ _module_preset=“default“ title_level=“h2″ global_colors_info=“{}“ theme_builder_area=“post_content“][\/et_pb_heading][et_pb_text _builder_version=“4.27.6″ _module_preset=“default“ custom_padding=“||0px|||“ global_colors_info=“{}“ theme_builder_area=“post_content“]<\/p>\n Mo\u017en\u00e1 u\u017e jste se setkali s pom\u011brn\u011b drah\u00fdmi a robustn\u00edmi CRM \u0159e\u0161en\u00edmi, kter\u00e1 se v dne\u0161n\u00ed dob\u011b rozvinula a\u017e do t\u00e9 m\u00edry, kdy u\u017e nejsou zas tak jednoduch\u00e1 a u\u017eivatel\u00e9 se po p\u0159\u00edchodu v mno\u017estv\u00ed funkc\u00ed ztr\u00e1c\u00ed.<\/span><\/p>\n Co\u017e \u010dasto m\u016f\u017ee n\u011bkoho odradit tak, \u017ee si nakonec \u0159ekne, \u017ee \u201e<\/span>rad\u011bji z\u016fstane v tom Excelu a pozn\u00e1mkov\u00e9m bloku\u201d.\u00a0<\/span><\/p>\n Nap\u0159\u00edklad FreshFlow <\/a>si d\u00e1v\u00e1 za c\u00edl n\u011bco \u00fapln\u011b jin\u00e9ho – poskytnout ihned po prvn\u00edm p\u0159\u00edchodu snadno pochopiteln\u00e9, p\u0159ehledn\u00e9 a lehk\u00e9 CRM pro ka\u017ed\u00e9ho, kdo chce m\u00edt lep\u0161\u00ed a automatizovan\u00fd p\u0159ehled o sv\u00e9m byznysu.\u00a0<\/span><\/p>\n <\/span><\/p>\n [\/et_pb_text][et_pb_image src=“https:\/\/freshflow.app\/wp-content\/uploads\/2026\/04\/Snimek-obrazovky-2026-03-30-v-23.56.58-scaled.png“ alt=“Jednoduch\u00e9 CRM – obchodn\u00ed n\u00e1st\u011bnka“ title_text=“Obchodn\u00ed n\u00e1st\u011bnka“ _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=“1″ module_id=“prvni-ukol“ _builder_version=“4.16″ custom_margin=“-14px|||||“ custom_padding=“50px|||||“ global_colors_info=“{}“ theme_builder_area=“post_content“][et_pb_row _builder_version=“4.27.6″ _module_preset=“default“ custom_padding=“||2px|||“ global_colors_info=“{}“ theme_builder_area=“post_content“][et_pb_column type=“4_4″ _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“][et_pb_heading title=“Poj\u010fme se pod\u00edvat na funkce jednoduch\u00fdch CRM“ _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“][\/et_pb_heading][et_pb_text _builder_version=“4.27.6″ _module_preset=“default“ custom_margin=“||50px|||“ global_colors_info=“{}“ theme_builder_area=“post_content“]<\/p>\n Nyn\u00ed si p\u0159edstavme z\u00e1kladn\u00ed funkcionality, kter\u00e9\u00a0 by v \u017e\u00e1dn\u00e9m (ani lehk\u00e9m) CRM nem\u011bly chyb\u011bt.<\/p>\n [\/et_pb_text][et_pb_heading title=“Historie vztah\u016f s klienty a pr\u00e1ce se zaznamenan\u00fdmi vztahy“ _builder_version=“4.27.6″ _module_preset=“default“ title_level=“h2″ global_colors_info=“{}“ theme_builder_area=“post_content“][\/et_pb_heading][et_pb_text _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“]<\/p>\n V ka\u017ed\u00e9m lehk\u00e9m CRM byste m\u011bli vid\u011bt do nitra Va\u0161eho vztahu s dan\u00fdm klientem – tedy co bylo domluveno, nakoupeno, s jak\u00fdm v\u00fdsledkem a co bylo domluveno t\u0159eba na p\u0159\u00ed\u0161t\u011b.<\/span><\/p>\n Tato evidence, kter\u00e9 se v jazyce CRM \u0159\u00edk\u00e1 „Historie vztah\u016f s klienty“, je tvo\u0159ena automaticky samotn\u00fdm zad\u00e1v\u00e1n\u00edm aktivit do kalend\u00e1\u0159e<\/a>. Vyu\u017e\u00edv\u00e1n\u00ed kalend\u00e1\u0159e propojen\u00e9ho s CRM m\u00e1 tedy z\u00e1sadn\u00ed benefit, kter\u00fd V\u00e1s nestoj\u00ed \u017e\u00e1dnou pr\u00e1ci nav\u00edc. Jen vyu\u017e\u00edvat spr\u00e1vn\u00fd kalend\u00e1\u0159 a zad\u00e1vat do n\u011bjak aktivity (a v\u00fdsledky).<\/span><\/p>\n V t\u011bchto vztaz\u00edch byste m\u011bli tak\u00e9 m\u00edt mo\u017enost pracovat a snadno se v nich orientovat, nap\u0159\u00edklad filtrov\u00e1n\u00edm pro z\u00edsk\u00e1n\u00ed toho spr\u00e1vn\u00e9ho segmentu va\u0161ich klient\u016f (t\u0159eba pro zasl\u00e1n\u00ed nab\u00eddky).<\/span><\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“][et_pb_column type=“4_4″ _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“][et_pb_image src=“https:\/\/freshflow.app\/wp-content\/uploads\/2026\/03\/Snimek-obrazovky-2026-02-03-v-16.30.17-scaled.png“ alt=“Historie vztah\u016f s klientem v CRM“ title_text=“Sni\u0301mek obrazovky 2026-02-03 v 16.30.17″ _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=“4.27.6″ _module_preset=“default“ custom_padding=“||0px|||“ global_colors_info=“{}“ theme_builder_area=“post_content“][et_pb_column type=“4_4″ _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“][et_pb_heading title=“P\u0159ehled o Va\u0161ich zak\u00e1zk\u00e1ch – obchodn\u00ed funkce CRM“ _builder_version=“4.27.6″ _module_preset=“default“ title_level=“h2″ global_colors_info=“{}“ theme_builder_area=“post_content“][\/et_pb_heading][et_pb_text _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“]<\/p>\n Z\u00e1kladem ka\u017ed\u00e9ho CRM<\/a> je tak\u00e9 pr\u00e1ce s obchodem – tedy jednotliv\u00fdmi zak\u00e1zkami. Ka\u017ed\u00fd byznys sice pracuje s klienty, ale tak\u00e9 s nimi spojen\u00fdmi zak\u00e1zkami, neboli s obchodn\u00edmi p\u0159\u00edpady. Ty by v\u00e1m m\u011bly poskytnout p\u0159ehled o v\u0161ech obchodech, kter\u00e9 m\u00e1te a\u0165 u\u017e rozjednan\u00e9, nebo ukon\u010den\u00e9.\u00a0<\/p>\n CRM v\u00e1m tak nap\u0159\u00edklad uk\u00e1\u017ee, v jak\u00e9m stavu (f\u00e1zi) se nach\u00e1zej\u00ed jednotliv\u00e9 zak\u00e1zky, p\u0159ipomene co je t\u0159eba v zak\u00e1zce ud\u011blat d\u00e1le (nap\u0159. v podob\u011b evidov\u00e1n\u00ed budouc\u00ed aktivity) a zn\u00e1zorn\u00ed o jak\u00e9 hodnoty (K\u010d) se v jednotliv\u00fdch p\u0159\u00edpadech jedn\u00e1.\u00a0\u00a0<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“][et_pb_column type=“4_4″ _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“][et_pb_image src=“https:\/\/freshflow.app\/wp-content\/uploads\/2026\/04\/Snimek-obrazovky-2026-04-02-v-14.12.28-scaled.png“ alt=“Jednoduch\u00e9 CRM – obchodn\u00ed p\u0159\u00edpady“ title_text=“Obchodn\u00ed p\u0159\u00edpady“ _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“][et_pb_column type=“4_4″ _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“][et_pb_heading title=“Spojen\u00ed jednoduch\u00e9 CRM x \u00fakoly“ _builder_version=“4.27.6″ _module_preset=“default“ title_level=“h2″ global_colors_info=“{}“ theme_builder_area=“post_content“][\/et_pb_heading][et_pb_text _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“]<\/p>\n Z obchodn\u00edch aktivit a zak\u00e1zek vypl\u00fdvaj\u00ed \u010dasto \u00fakoly. Ty je pot\u0159eba evidovat a p\u0159ipom\u00ednat. D\u00edky propojen\u00ed CRM a \u00fakol\u016f je m\u016f\u017eete evidovat p\u0159ehledn\u011b a ne izolovan\u011b v samostatn\u00e9m n\u00e1stroji.<\/p>\n \u00dakoly se v CRM mohou evidovat z prob\u011bhl\u00fdch ud\u00e1lost\u00ed jako n\u00e1sledn\u00e9 aktivity. T\u00edm se propisuj\u00ed jak do seznamu \u00fakol\u016f, tak i do kalend\u00e1\u0159e a ke klientovi (p\u0159\u00edpadn\u011b k zak\u00e1zce).<\/p>\n Ve FreshFlow je modul \u00fakol\u016f a projekt\u016f<\/a> z\u00e1rove\u0148 plnohodnotn\u00fdm n\u00e1strojem pro va\u0161e projektov\u00e9 \u0159\u00edzen\u00ed.<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=“4.27.6″ _module_preset=“default“ custom_margin=“-30px|auto||auto||“ global_colors_info=“{}“ theme_builder_area=“post_content“][et_pb_column type=“4_4″ _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“][et_pb_image src=“https:\/\/freshflow.app\/wp-content\/uploads\/2026\/04\/Snimek-obrazovky-2025-12-31-v-21.11.04-scaled.png“ alt=“Spojen\u00ed jednoduch\u00e9 CRM x \u00fakoly“ title_text=“\u00fakoly“ _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“][et_pb_column type=“4_4″ _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“][et_pb_heading title=“Sledujte jak se va\u0161emu byznysu da\u0159\u00ed – d\u00edky automatick\u00fdm report\u016fm“ _builder_version=“4.27.6″ _module_preset=“default“ title_level=“h2″ global_colors_info=“{}“ theme_builder_area=“post_content“][\/et_pb_heading][et_pb_text _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“]<\/p>\n Ka\u017ed\u00fd zajist\u00e9 pot\u0159ebuje sledovat, jak se v pr\u016fb\u011bhu \u010dasu byznysu da\u0159\u00ed \u2013 nejen kv\u016fli zp\u011btn\u00e9 vazb\u011b, ale p\u0159edev\u0161\u00edm pro v\u010dasn\u00e9 rozhodov\u00e1n\u00ed, optimalizaci proces\u016f a zam\u011b\u0159en\u00ed na to, co funguje, a kde je pot\u0159eba p\u0159idat.<\/p>\n Jednoduch\u00e9 CRM V\u00e1m zajist\u00ed automatick\u00fd p\u0159ehled i prodej\u00edch a \u010dasto i o jejich odhadech do budoucna. Sta\u010d\u00ed jen zad\u00e1vat va\u0161e zak\u00e1zky (obchodn\u00ed p\u0159\u00edpady) a jejich hodnoty do CRM a syst\u00e9m provede vyhodnocen\u00ed.\u00a0<\/p>\n Ve FreshFlow jsou statistiky<\/a> dopln\u011bny i reporty kalend\u00e1\u0159ov\u00fdch aktivit a v\u00fdsledk\u016f. D\u00edky tomu v\u017edy vid\u00edte aktivitu i v\u00fdsledkovou efektivitu ka\u017ed\u00e9ho obchodn\u00edka.<\/p>\n [\/et_pb_text][et_pb_image src=“https:\/\/freshflow.app\/wp-content\/uploads\/2026\/04\/Snimek-obrazovky-2026-04-10-v-21.44.55-scaled.png“ alt=“Reporty v jednoduch\u00e9m CRM“ title_text=“Reporty v CRM“ _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=“4.27.6″ _module_preset=“default“ custom_padding=“||5px|||“ global_colors_info=“{}“ theme_builder_area=“post_content“][et_pb_column type=“4_4″ _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“][et_pb_heading title=“P\u0159ehledn\u00fd adres\u00e1\u0159 kontakt\u016f“ _builder_version=“4.27.6″ _module_preset=“default“ title_level=“h2″ global_colors_info=“{}“ theme_builder_area=“post_content“][\/et_pb_heading][et_pb_text _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“]<\/p>\n Abyste v\u017edy snadno na\u0161li kontakt, kter\u00fd hled\u00e1te, je d\u016fle\u017eit\u00e9 m\u00edt p\u0159ehledn\u00fd adres\u00e1\u0159. V modern\u00edch CRM \u0159e\u0161en\u00edch si m\u016f\u017eete zobrazit \u0161irokou \u0161k\u00e1lu informac\u00ed, nap\u0159\u00edklad datum pl\u00e1novan\u00e9 budouc\u00ed aktivity s kontaktem, v\u00fdsledek posledn\u00ed komunikace, jak\u00e1koli V\u00e1mi definovan\u00e1 vlastn\u00ed pole nebo \u0161t\u00edtky kter\u00e9 jsou ke kontaktu p\u0159i\u0159azena.<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“][et_pb_column type=“4_4″ _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“][et_pb_image src=“https:\/\/freshflow.app\/wp-content\/uploads\/2026\/04\/Snimek-obrazovky-2026-04-08-v-0.20.54-scaled.png“ alt=“Jednoduch\u00e9 CRM -Adres\u00e1\u0159 kontakt\u016f“ title_text=“Adres\u00e1\u0159 v jednoduch\u00e9m CRM“ _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=“4.27.6″ _module_preset=“default“ custom_padding=“||2px|||“ global_colors_info=“{}“ theme_builder_area=“post_content“][et_pb_column type=“4_4″ _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“][et_pb_heading title=“Evidence emailov\u00e9 komunikace“ _builder_version=“4.27.6″ _module_preset=“default“ title_level=“h2″ global_colors_info=“{}“ theme_builder_area=“post_content“][\/et_pb_heading][et_pb_text _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“]<\/p>\n Pro perfektn\u00ed p\u0159ehled o komunikaci s klientem nab\u00edzej\u00ed jednoduch\u00e1 CRM \u010dasto mo\u017enost propojen\u00ed s emailovou schr\u00e1nkou. D\u00edky tomu si m\u016f\u017eete evidovat e-mailovou komunikaci p\u0159\u00edmo u klienta, tedy v jeho kart\u011b.<\/p>\n Emaily<\/a> tak nemus\u00ed z\u016fst\u00e1vat jen v e-mailov\u00e9 schr\u00e1nce jednoho \u010dlov\u011bka, ale m\u00e1 k nim p\u0159\u00edstup cel\u00fd t\u00fdm.<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“][et_pb_column type=“4_4″ _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“][et_pb_image src=“https:\/\/freshflow.app\/wp-content\/uploads\/2026\/04\/Snimek-obrazovky-2026-04-15-v-11.58.48-scaled.png“ alt=“Emaily p\u0159ipojen\u00e9 v jednoduch\u00e9m CRM“ title_text=“Emaily v kart\u011b kontaktu“ _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=“1″ module_id=“prvni-ukol“ _builder_version=“4.16″ custom_margin=“-14px|||||“ custom_padding=“7px|||||“ global_colors_info=“{}“ theme_builder_area=“post_content“][et_pb_row _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“][et_pb_column type=“4_4″ _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“][et_pb_heading title=“Jak\u00e9 jednoduch\u00e9 CRM vybrat? “ _builder_version=“4.27.6″ _module_preset=“default“ title_level=“h2″ global_colors_info=“{}“ theme_builder_area=“post_content“][\/et_pb_heading][et_pb_text _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“]<\/p>\n Abyste si vybrali spr\u00e1vn\u00e9 CRM, je t\u0159eba si nejd\u0159\u00edv ujasnit, co od n\u011bj o\u010dek\u00e1v\u00e1te.<\/p>\n N\u011bkter\u00e1 jednoduch\u00e1 CRM jsou zam\u011b\u0159en\u00e1 hlavn\u011b na intern\u00ed spr\u00e1vu kontakt\u016f, obchodn\u00edch p\u0159\u00edle\u017eitost\u00ed (zak\u00e1zek) a komunikace, jako nap\u0159\u00edklad pr\u00e1v\u011b FreshFlow.<\/p>\n Jin\u00e1 \u0159e\u0161en\u00ed (jako HubSpot nebo Zoho) nab\u00edzej\u00ed siln\u011bj\u0161\u00ed marketingov\u00e9 funkce (nap\u0159. emailov\u00e9 automatizace \u010di kampan\u011b), p\u0159\u00edpadn\u011b propojuj\u00ed CRM s propracovan\u00fdm projektov\u00fdm \u0159\u00edzen\u00edm (monday.com)<\/p>\n Pokud ale hled\u00e1te robustn\u00ed \u0159e\u0161en\u00ed se \u0161irok\u00fdm ekosyst\u00e9mem dopl\u0148k\u016f, nap\u0159\u00edklad pro \u00fa\u010detnictv\u00ed nebo pokro\u010dilou datovou analytiku, pak je vhodnou volbou Salesforce. To u\u017e ale spad\u00e1 do kategorie komplexn\u00edch CRM, nikoliv jednoduch\u00fdch \u010di lehk\u00fdch.<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“][et_pb_column type=“4_4″ _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“][et_pb_image src=“https:\/\/freshflow.app\/wp-content\/uploads\/2026\/04\/Snimek-obrazovky-2026-04-15-v-12.02.35.png“ alt=“Jednoduch\u00e9 CRM – srovn\u00e1n\u00ed“ title_text=“Srovn\u00e1n\u00ed“ _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=“1″ _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“][et_pb_row _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“][et_pb_column type=“4_4″ _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“][et_pb_heading title=“FAQ – Jednoduch\u00e9 CRM“ _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“][\/et_pb_heading][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“][et_pb_column type=“4_4″ _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“][dipl_faq_page_schema _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“][dipl_faq_page_schema_item faq_question=“Mus\u00edm instalovat n\u011bjak\u00fd program?“ _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“]<\/p>\n Nemus\u00edte. Dne\u0161n\u00ed CRM \u0159e\u0161en\u00ed jsou v\u00edcem\u00e9n\u011b jen cloudov\u00e1 \u0159e\u0161en\u00ed, tedy dostupn\u00e1 ve Va\u0161em prohl\u00ed\u017ee\u010di, p\u0159\u00edpadn\u011b v mobiln\u00ed aplikaci.<\/p>\n [\/dipl_faq_page_schema_item][dipl_faq_page_schema_item faq_question=“Jak dlouho trv\u00e1 nastaven\u00ed?“ _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“]<\/p>\n U jednoduch\u00e9ho CRM to v\u011bt\u0161inou zabere p\u00e1r minut. Je to ale r\u016fzn\u00e9. Ka\u017edop\u00e1dn\u011b je t\u0159eba vlo\u017eit kontakty (nap\u0159. importov\u00e1n\u00edm ze souboru), pozvat spolupracovn\u00edky a m\u016f\u017eete za\u010d\u00edt. Pokud se rozhodnete pro FreshFlow, s nastaven\u00edm V\u00e1m v p\u0159\u00edpad\u011b z\u00e1jmu pom\u016f\u017eeme.\u00a0<\/p>\n [\/dipl_faq_page_schema_item][dipl_faq_page_schema_item faq_question=“Mohu pou\u017e\u00edvat jednoduch\u00e9 CRM v mobilu?“ _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“]<\/p>\n Ano. \u0159e\u0161en\u00ed dnes \u010dasto disponuj\u00ed mobiln\u00ed aplikac\u00ed. Nap\u0159\u00edklad FreshFlow m\u00e1 mobiln\u00ed aplikaci k dispozici zdarma ke sta\u017een\u00ed pro IOS<\/a> i Android.<\/a><\/p>\n [\/dipl_faq_page_schema_item][dipl_faq_page_schema_item faq_question=“Mohu se na CRM nejd\u0159\u00edve pod\u00edvat skrze uk\u00e1zku?“ _builder_version=“4.27.6″ _module_preset=“default“ global_colors_info=“{}“ theme_builder_area=“post_content“]<\/p>\n\n
![\"\"](\"https:\/\/freshflow.app\/wp-content\/uploads\/2021\/04\/Calendee_U\u0301koly-pr\u030cida\u0301ni\u0301-r\u030ces\u030citele.gif\")
<\/figure>\n\n\n\n