Customer Relationship Management (CRM)

A complete CRM template to manage leads, sales, support and marketing efficiently, with automations for financial control and performance charts.
About this template

This CRM template is a complete solution for managing your business in an organized and efficient way. It includes:

  • Commercial area: Manage leads, sales, tasks, and subtasks centrally.

  • Support and Marketing Area: Control customer support and marketing campaigns, including paid traffic.

  • Financial Vision: Automatically track the total of open contracts, income and support tickets.

  • Sales Chart: Visualize your sales performance with automated charts.

*Aba of Shortcuts: Customize shortcut buttons to facilitate navigation and increase productivity.

With automations to make everyday life easier and an intuitive interface, this CRM is perfect for those looking to centralize all sales, marketing and financial operations in one place.

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