Sales CRM
Using Sales CRM template, you can collect structured data from new leads and guide them with full visibility.

Customer relationship management is a prerequisite to the success of any sales organization. This sales CRM template provides real-time access to your accounts, and is ideal for teams of all sizes, from an individual sales rep looking to quickly log interactions on-the-go with the mobile app, to a startup or a small business with a growing sales team interested in building out a sales pipeline, to an enterprise looking for a contact management solution for the entire sales organization.

Additionally, this sales CRM template is flexible enough to adapt to your sales process no matter the size of your book of business or sales team, whether you're managing just a few customer relationships or tracking customer interactions across hundreds of clients.

And with this sales CRM template, each member of your team can create a personalized view for the work they need to accomplish, without getting distracted by other accounts. Use a board view to see where each customer is in the sales process and how close they are to closing. With this sales CRM template, the sales people on your team will be ready to close deals in no time.

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Integrate with the tools you use

This app can connect to almost any database and any service that has REST APIs. A growing library of native integrations makes it even easier to connect to any data source.
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