Looking for an online Sales CRM Template? This digital version of a Sales 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.
Not an Airtable user yet? Sign up here for free to get started.
Customer relationship management is a prerequisite to the success of any sales organization. This sales CRM template provides real-time access to your accounts, and is ideal for teams of all sizes, from an individual sales rep looking to quickly log interactions on-the-go with the mobile app, to a startup or a small business with a growing sales team interested in building out a sales pipeline, to an enterprise looking for a contact management solution for the entire sales organization.
Additionally, this sales CRM template is flexible enough to adapt to your sales process no matter the size of your book of business or sales team, whether you’re managing just a few customer relationships or tracking customer interactions across hundreds of clients.
And with this sales CRM template, each member of your team can create a personalized view for the work they need to accomplish, without getting distracted by other accounts. Use a calendar view to quickly see past meetings requiring follow up, or upcoming meetings requiring preparation. Or try a kanban view to see where each customer is in the sales process and how close they are to closing. This template also comes with a custom scripting block that, when run, will validate your contacts’ information for you to find any records that are missing key information. With this sales CRM template, the sales people on your team will be ready to close deals in no time.