![]() ![]() Think of this template as a guide to ensure no detail is left behind. It also adds a Sales Playbook Doc to help you stay on top of and accountable for sales goals, account modules, time management, outreach, and more. With this template, your account details and closed deals will appear in separate lists to take any confusion about where your customers are in the pipeline. With seven statuses to bring transparency into your task progress and five functional ways to visualize your work, this folder will help you organize your accounts in a way that makes sense.įind your client information organized in a Calendar view, ClickUp Doc, or List view with drag-and-drop functionality. This beginner-friendly CRM template by ClickUp is perfect for those looking to start managing their customer relationships faster. When you think CRM, you probably also think of sales, and this template really gets that. These are tools to enhance your quality of work, regardless of skill level.īut here’s the thing, templates are built to be customized by you! Invest your time in a flexible template tailored to your process.ĭownload This Template Manage your leads, customer relationships, and sales in one place with this ClickUp CRM template Rather than training wheels, look at templates as your personal assistant. They can also help you organize your leads in ways that you simply hadn’t thought of before! Pre-built and customizable templates are a great starting point for people who could use a few pointers on their first CRM software experience, or seasoned experts who simply want to get the ball rolling faster. As a result, there are countless pre-made CRM templates available online to fill every niche. Living off of sticky notes or daily reminders is not the way to foster long-term client relationships, and CRM software is an excellent way to ensure everyone in your contact list is getting the attention they need when they need it.Īll companies have slightly different beliefs on how to maximize productivity using CRM. Need a better way to contact your real estate clients? There’s a CRM template for that too!ĬRM is a more organized way of making sure you’re following up with and nurturing your customers or leads. Planning to move? There’s a CRM template for that. What are the benefits of using CRM templates? Customer Service Management CRM Template by ClickUp ClickUp Agency Client Health Tracker by Zenpilot Commission Tracking CRM Template by ClickUp
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