CRM

Don’t lose important opportunities! Keep track of your customer relations with this extensible app.

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Try out & customize this template for free, no registration necessary!

Simple customer relation manager: keep track of organisations, contacts and the opportunities.

Do you have fairly standard customer acquisition & sales process? Then there are a lot of great CRM systems to choose from.

However if you have specific requirements, work in a niche market or want to integrate customer relations with other business process this CRM solution might be for you!


Workflow:

  • Opportunity by Status
    What is the overall status of all opportunities we are working on?
  • My Oppertunities
    This is the place to track opportunities I am working on
  • Tasks
    What is the status of the tasks we need to progress our opportunities?

With cards:

  • Organisation
  • Person
  • Opportunity
  • Task
  • Log
  • Note