Customer Relationship Management (CRM)

Use This Template

There are numerous CRM tools available on the cloud, but they are complex, clunky and slow. In many cases, business owners and employees end-up stuck with complicated systems with only a few of their available functionalities used in addition to a pricey monthly bill.

From the first contact to the invoice, you can manage your sales process with this easy-to-use CRM template.

This template has 6 lists:

  • Companies; leads, customers, former customers, all the details related to the companies we are connected with.
  • Contacts; the most used list of the template where we have the information related to the people we are in contact with. You can track the lead status in kanban view, and move them through the sales funnel step-by-step. You can see past or scheduled calls/meetings with them and the related deals of the contact.
  • Calls; schedule and track the sales calls with contacts, add summaries, notes.
  • Meetings; schedule and track the meetings with contacts, add summaries, notes.
  • Deals; track the deals with companies, contacts connected to the deal, related products/services, expected amount and final amount. You can add beginning and end dates to see the sales cycle durations.
  • Products; add your products or services here with their prices and connect them to the deals.

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