A: Hi there, you can use AITable.ai to collaborate with your customers. You can placing the tables that need to collaborate on in the same folder and share this folder with them for editing and filling in. Here are some potentially helpful document introductions:
- Share: https://help.aitable.ai/docs/guide/manual-share
- WorkDoc: https://help.aitable.ai/docs/guide/manual-field-workdoc

Alternatively, you can use a form for them to fill out and collect data.
- Form: https://help.aitable.ai/docs/guide/magic-form

In addition, here is a template, although it is not directly related to CRM, but can help you understand how to use AITable.ai for data collection, task assignment, and collaboration: https://aitable.ai/template/tpcK7L3Xc3XS2/tplkKZVZhoLcR

I hope this helps.