Customer relationship management (CRM) is the foundation for building relationships with your prospects and customers. This lightweight and powerful CRM has everything you need to manage your sales pipeline, including tracking of leads, deals, accounts, and contacts. It helps you to qualify leads, win deals, and build relationships with your customers.
Template Includes
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NEED APPROVAL, QUALIFIED, OPEN, CLOSED, SCHEDULED, ACTIVE, PROSPECT, CLOSED, ATTEMPT TO ENGAGE, ENGAGED, UNQUALIFIED - FOLLOW-UP, OPEN, UNQUALIFIED - ARCHIVE, BLOCKED, ON TRACK, CLOSED, NEW LEAD, LOST DEAL, FORMER CLIENT, AT RISK, AT RISK, ON HOLD
- CRM Item Type
- Contact Name
- Email
- Industry
- Job Title
- Phone
- Sales Stage
- Service/Product
- List
- My Assignments
- Sales Process
- Welcome!
When status changes, change due date.
When status changes, change List, and set custom field, and set custom field.
When task created, change due date, and change priority, and set custom field.
