Airtable – Business Development CRM Template

Looking for an online Business Development CRM Template? This digital version of a Business Development CRM Template is set up in Airtable, ready for you to use. Not an Airtable user yet? Sign up here for free to get started.

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Online Business Development CRM Template

Not an Airtable user yet? Sign up here for free to get started.

Form new strategic partnerships and deepen relationships with existing partners with this adaptable non-traditional CRM. Typical CRMs are too rigid to capture the nuances of different, complex partnerships. This flexible relationship management template is perfect for non-traditional sales teams, partnership teams, business development teams, and investment teams.

Use this cloud-based CRM system to track the contact information your team will need throughout the negotiation process. Partners, opportunities, and interactions can all be linked together and tracked in one place.

By consolidating all of your contacts and leads in one place, this CRM software can act as a single source of truth for your team. Attach files and new customers directly to your business opportunities, and see your team’s progress on deals in the deal pipeline. The multiple views let you focus in on your progress towards various contracts, or track upcoming interactions in a calendar.

Template Type

Free

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