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Customizable templates designed exclusively for CRM, Sales, Real Estate, Marketing and more.

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CRM Templates | Popular picks

Simple CRM
Manage your entire sales pipeline in one place for greater clarity and maximum efficiency. Set up your templates quickly and easily so that your team can start closing deals even faster.
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Advanced CRM
For larger deal cycles and bigger contact lists that require nurturing beyond closing the deal. Store your contacts and tasks in one place with automated reminders, valuable insights, and optimized workflows.
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contactsTemplate
Easily import and manage all incoming and existing contacts by customer type, priority, contact details, and more. Notify sales team members using automatic notifications so they never miss another opportunity.
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realestate crm
Manage your entire real estate business operation. Optimize your workflow, store your contacts and listings in one centralized database, receive automated reminders, and close more deals.
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leadmanagement crm
Keep all leads and relevant details in one place. Visualize leads at every stag and prioritize and evaluate opportunities with greater ease.

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costumerprojects crm
Manage your customers' projects more efficiently. Calculate billable hours, get a full overview of your projects, streamline your workflows and keep your team aligned.
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marketing activities
Plan and manage all marketing campaigns in one centralized place and keep everyone aligned. Assign owners, track deadlines, and view campaign statuses each step of the way.
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invoicing
Manage and connect all project payments to customer contact cards. Track billable and non-billable hours, including payment status and final payment calculations to make invoicing and billing more efficient.
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customer support
Create a standardized workflow for support tickets based on priority and SLA forecasts. Manage all support tickets in the context of your customer data to ensure the highest level of customer service.
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