Contacts Template
Ideal for
From company details to your next interaction– manage your contact information in one secure place so you can stay up-to-date with all your deals.
Overview
Columns
Views
Automations
Integrations
What are the benefits of using this template?
Manage existing relationships
Manage any type of client relationship you have from customers to partners, vendors, and more.
Easily collect new leads
Utilize the Form view to easily share and embed the form onto your site to collect new leads.
Customize your columns
Adjust or add columns based on the information you like to track, such as social networks or Google contacts.
Why we love this template?
The key to any great CRM is proper contact management. Keeping track of your contacts so you can see the full picture and provide an incredible customer experience has never been easier. With our contacts template, it’s easy to organize each lead with their contact information, and eliminate duplicates—all in one place.
Read moreContacts Template
Ideal for
From company details to your next interaction– manage your contact information in one secure place so you can stay up-to-date with all your deals.
What are the benefits of using this template?
Manage existing relationships
Manage any type of client relationship you have from customers to partners, vendors, and more.
Easily collect new leads
Utilize the Form view to easily share and embed the form onto your site to collect new leads.
Customize your columns
Adjust or add columns based on the information you like to track, such as social networks or Google contacts.
Why we love this template?
The key to any great CRM is proper contact management. Keeping track of your contacts so you can see the full picture and provide an incredible customer experience has never been easier. With our contacts template, it’s easy to organize each lead with their contact information, and eliminate duplicates—all in one place.
Read more