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Overview

This simple sales CRM is a lightweight version of our full CRM template. This version includes only interfaces relevant to sales, and excludes marketing, customer success, and exec leadership interfaces. If you would like to use the full CRM, you can either download the template directly or publish the hidden interfaces in the data layer of this template.

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Designed for fast moving sales teams, this template provides a centralized place to store information on accounts, leads, opportunities, and pipeline. The Sales Leadership interface includes a Dashboard, Pipeline, Account, and Team page, and is designed to provide a birds eye view of your pipeline. The Sales Rep interface is designed for Account Executives, providing a Dashboard of both individual and team performance, a Pipeline page where reps can add and track opportunities, and an Accounts page for quickly accessing and editing account information. The BDR interface is designed for Business Development and Sales Development Representatives, and provides both an account list with relevant contacts and the ability to add opportunities from both new and existing contacts.

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Other Sales & CRM templates

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