Keep track of your contacts with ease. This simple CRM template allows you to customize your contact statuses and add additional fields for maximum contact organization and personalization.
![](https://clickup.com/images/templates/d4586a85-300.png)
Simple CRM
Add template to your ClickUp accountTemplate Includes
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- +3
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CLOSED, DISQUALIFIED, LEAD, LOST, OPPORTUNITY, WON
- Email address
- Company
- Disqualified Reason
- Stage
- Lost Reason
- Phone number
- Estimated Value
- Confidence
- List
- Table
- How to use this template