Basic CRM
Ideal for
Use template
Use this basic CRM template to manage and track your contacts and deals in one place.
What are the benefits of using this template?
Capture leads
Connect marketing efforts to your CRM by capturing and importing leads: either through embedded web forms or by directly importing your data.
Track sales pipelines
Visualize where all deals stand at a glance with unlimited sales pipelines. Manage accounts by priority, deal size, expected close date, and more.
Store and manage contacts
Maintain complete visibility into all contact-related information in one view, including deals, tasks, quotes, and activities.
Generate insights to optimize success
Gain instant clarity with visual dashboards that help analyze the sales pipeline, forecasted and actual revenue, deals by rep, and team capacity.

Why we love this template?
Reaching your prospective customers and delivering a top notch customer experience has never been easier!
Read more
Basic CRM
Ideal for
Use this basic CRM template to manage and track your contacts and deals in one place.
Use template
What are the benefits of using this template?
Capture leads
Connect marketing efforts to your CRM by capturing and importing leads: either through embedded web forms or by directly importing your data.
Track sales pipelines
Visualize where all deals stand at a glance with unlimited sales pipelines. Manage accounts by priority, deal size, expected close date, and more.
Store and manage contacts
Maintain complete visibility into all contact-related information in one view, including deals, tasks, quotes, and activities.
Generate insights to optimize success
Gain instant clarity with visual dashboards that help analyze the sales pipeline, forecasted and actual revenue, deals by rep, and team capacity.

Why we love this template?
Reaching your prospective customers and delivering a top notch customer experience has never been easier!
Read more