Tables
  • Benefits
  • Features
  • Workspaces
  • Templates
  • Story
    • FAQ
    • Help Guides
    • Blog Posts
  • Create a Table — It’s Free!
Table Templates
CRM Templates
Trending Templates
Healthcare CRMSolar CRMSmall Business CRMSchool CRMPersonal CRMChurch CRM
Trending Categories
Attendance SheetsBudget SheetsCRM TemplatesCalendar TemplatesChecklist TemplatesConstruction

Sales CRM

Trending Templates
Healthcare CRMSolar CRMSmall Business CRMSchool CRMPersonal CRMChurch CRM
Trending Categories
Attendance SheetsBudget SheetsCRM TemplatesCalendar TemplatesChecklist TemplatesConstruction
Table Templates
CRM Templates

Sales CRM

A Sales CRM that allows to manage target accounts, leads, opportunities and tasks in an all-in-one platform throughout the sales funnel, preserve leads’ data, categorize targets, define opportunity values and manage interactions.

See Demo
Categories
  • Go to Category: CRM Templates
Sales CRM Template
See Demo:
See Demo
About this template
Here is a comprehensive CRM system specifically crafted for your sales operations where you can manage your target accounts, leads, opportunities, and tasks in an all-in-one platform throughout the sales funnel. Sales CRM allows for you to preserve account and leads’ data, sort them based on industry, and more.

You can also create and manage opportunities, define their estimated value, assign your salespeople to related tasks, and track interactions for each opportunity and account. It will provide you increased productivity and improved profitability. You can fully customize this Sales CRM, add, remove or change any of the tabs, columns, rows, color-coded labels in a way that best fits your sales operation and craft your own CRM -with no coding required.

Categories
  • Go to Category: CRM Templates
Details
2,446 Clone
Created by
jotform
Related templates
Healthcare CRM Template
Preview: Healthcare CRM

Healthcare CRM

Free online healthcare CRM tool for private practices. Easy-to-view spreadsheet. Easy to customize. HIPAA compliance features. No coding.

Go to Category:Healthcare
Preview
Solar CRM Template
Preview: Solar CRM

Solar CRM

Improve your solar energy company’s workflow with our free Solar CRM spreadsheet template. Track clients, quotes, proposals, and work progress online.

Go to Category:CRM Templates
Preview
Small Business CRM Template
Preview: Small Business CRM

Small Business CRM

Collect and track leads for your small business. Free CRM template for new businesses. Easy to customize, download, and share. No coding required.

Go to Category:CRM Templates
Preview
School CRM Template
Preview: School CRM

School CRM

Collect applications from prospective students online. Streamline the admissions process for your school. Easy to customize, download, and share. No coding.

Go to Category:Education
Preview
Personal CRM Template
Preview: Personal CRM

Personal CRM

Manage your personal and professional relationships. Keep track of contacts and connections with ease. Access on any device for free. No coding required.

Go to Category:CRM Templates
Preview
Church CRM Template
Preview: Church CRM

Church CRM

A Church CRM composed of tabs that allows keeping contact data of members, determine their contribution, track and manage events, choose their frequency, add the responsible community, list communities with their hosts and members.

Go to Category:CRM Templates
Preview