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Sales CRM template overview

A lightweight CRM to visualize sales pipeline, gather decision-makers contacts, and track customer-related activities.

  • Unlike spreadsheets, it comes with a well-defined structure and relevant visualizations.

  • Compared to traditional CRMs, it’s surprisingly customizable. Make it as simple or as comprehensive as you’d like, find the detailed setup guide inside.

Install the Sales CRM template 🤑

Escape scattered tools

Get a single connected workspace where all teams are welcome.