Sales CRM Template

Overview

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. It provides you with a complete set of features to keep track of communication and activities through your entire sales funnel.

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. All the data within the CRM is organized into directories that can be easily searched and filtered to locate the needed document or contact. Additionally, to make customer tracking easier and facilitate teamwork, it’s possible to attach notes to leads, to log client interactions, and more.

Dedicated CRM tools are often quite expensive and don’t allow for much customization. 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.

How it works

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. Now, let’s see what the template consists of and what functionality it provides. By default, the template is divided into the following areas: Deals, Accounts, Contacts, and Interactions. 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. an Account profile has its contacts listed as well as all the associated deals in different stages and so on). Overall, the template has a clear structure and relationships between various entities, allowing you to track all your clients effectively, without losing any valuable piece of information. By default there are two user groups, admin and employee, with their respective access permissions. However, you can easily add new user groups, modify the permissions of existing groups, and make all the necessary changes to adjust the template to your company’s specific hierarchy and workflows.