Our CRM template allows you to keep track of your leads, contacts, opportunities and accounts in a more organized way. Create tables with information such as Contact Name, Phone Number, Email and Owner to have a better handle on the status of your prospects in your pipelines.

CRM Template

By default, using the template will create structure (tables and columns) and won't load any data.

However, you can choose to load example data to see how this template works with realistic data sample.

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