Each of these sections consist of a directory where each item has its own details page with all the informations, notes, and related entities (e.g. By default, the template is divided into the following areas: Deals, Accounts, Contacts, and Interactions. Now, let’s see what the template consists of and what functionality it provides. If you don’t yet have a Softr account, you’ll be prompted to register one (free plan available) after clicking “Use template.” Afterwards, you’ll be immediately taken to your template, where you’ll just need to copy the template database from Airtable or Google Sheets and start customizing it. With this modular template, you can easily add new functionality and modify/remove the existing sections to tailor it to your specific needs at no additional cost. Additionally, to make customer tracking easier and facilitate teamwork, it’s possible to attach notes to leads, to log client interactions, and more.ĭedicated CRM tools are often quite expensive and don’t allow for much customization. All the data within the CRM is organized into directories that can be easily searched and filtered to locate the needed document or contact. Using the Sales CRM template, you can set different view and edit permissions for each user group, so that customers see only info relevant to them and can modify only what they’re supposed to modify. It provides you with a complete set of features to keep track of communication and activities through your entire sales funnel. Sales CRM is a powerful CRM template that you can use to track all your client interactions, leads, pending tasks you have for each contact, and more.
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