Sales CRM Template
View and manage all your sales deals, activity, and contact data in one spot.
What can I do with this sales CRM template?
The main purpose of this template is to give team members a central place to
manage sales deals, activities, and contact data. Here are the workflows it supports:
Logins and permissions
Provide separate logins and permission levels for managers and employees.
Lead management
Consolidate lead and customer information in one spot, so it's accurate and accessible.
Sales pipeline tracking
Track opportunities and deals in a Kanban, and add new deals as they come in.
Deal status updates
Add status labels to track the progress of deals through your sales funnel.
Note taking
Track notes against leads and share them with your team to keep everything organized.
Interaction management
Log an interaction with a client and create a rich database of contacts to refer back to.
Search and filtering
Easily find customer and deal information through advanced search functionality.
Responsive design
Allows your team to access the system from any device.
"When I started using Softr, it was immediately clear that the capabilities were beyond what I found elsewhere. It will play a key role in the near future as we differentiate ourselves with a custom CRM."
Yohei Nakajima General Partner, Untapped Capital
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“Softr enables us to build apps 10x faster than with custom code and at a much lower cost. That allows us to be an agile organization, test business concepts quickly, and keep our costs low without compromising quality.”
Erik Sandsmark, Founder and Chief Design Officer, Graphiq
Frequently asked questions
A CRM will help you store all your client-related data safely and not lose anything. It also allows you to organize it properly and keep it up to date. For instance, with a single click, you can get clear picture of all the data associated with a specific customer/prospect such as when you’ve last interacted with them, what deals have you closed together, what was your feedback on the last call, and much more.
Virtually, any customer-facing business can benefit from a CRM. However, if we speak about specific departments and roles within the company, most of the time, CRMs are actively used by sales teams and managers. CRMs can also be useful for individuals who interact with a number of clients on a regular basis. Freelancers are a good example of this.
As soon as you click the Use the template button, you'll be immediately taken to Softr studio and can start working on the template. If you don't have a Softr account, you'll be prompted to register first (a Free account will work just fine).
All the Softr templates are completely free of charge and can be used with any of the Softr subscription plans. However, Free and Starter plans have a limitation on the number of application users, so you might need to consider a higher subscription plan if you need more people to have access.
