CRM for Architects

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A simple CRM template for architects to manage their prospects. Both architectural firms and freelance architects can use this templates to easily track new leads, deals, invoices and meetings with the prospects.CRM for Architects template has 4 lists:

  • Prospects: use this list to add details for each prospect and their projects.
  • Deals: create deals for your prospects and move them step by step as you make progress.
  • Invoices: organize and track all of the invoices with connection to the deals.
  • Meetings: add the details of meetings you have with each prospect

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