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CRM Template

Easily assign and prioritize leads - Try it now!

Whether you’re an established organization with an existing CRM process, a solo entrepreneur anxious to never let an opportunity pass them by, or somewhere in between, You need a tool that is ready to use “out of the box” or can be customized to meet your unique needs.

With the CRM template, you can add your details and use the template without any alteration, but you are not confined to what the CRM details we have included. You can ensure your customers are managed your way by making changes to the template yourself, without any need for programming or coding skills.

Assign and prioritize leads, either from the office or on the go through the monday.com app. You can also integrate your existing apps, such as Clearbit, and seamlessly allow your team to work with both apps within the monday.com window.

CRM template
What are the benefits of using this template?
  • Easy Excel export and import: Export this template to Excel with just one click; Also, Import your Excel spreadsheet easily - turn it into a beautiful monday.com board in just a few steps.
  • World clocks: Quickly establish the local time in your customer’s location and contact them at a time when they’re most likely to be available.
  • Customer location: View client location information on the map view, and you can efficiently allocate new leads to staff who are already working in the area. In addition, you can use the map view to plan client visits, scout additional local opportunities, and review CRM data by location.
  • Automatic calculations: Easily record and share a forecast value by completing deal size and close probability and letting the template do the rest.

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