This template replicates the type of 'relational' structure that you'd see in a traditional CRM like Salesforce. Although it has a lot less features than that sort of expensive software, this template contains all of the core functionality that you need to manage CRM as a small business, like me.
Relational databases make managing your data and adding to your CRM system over time much easier.
Features
Get a 360° view of all of your interaction with your prospects in one place, by viewing their Account or Contact page
The personal dashboard page is automatically filtered to only display each team member's records, for an uncluttered workspace
The modular structure makes adding new databases to capture extra information straightforward
Avoid duplicating information like company details when adding new records, thanks to the relational design
Keep track of sales, clients, contacts and meetings in an integrated system.
See a summary of your sales conversion metrics and sources of business in dashboard
Podcast
I recently recorded a podcast episode with productivity guru Jenny Blake, where I shared some advice about setting up your CRM, automations that I use and more. You can listen to the episode here.
