The more you know about your customers, the easier it is for you to sell them and build the stronger relationship. This CRM template is an example of how you can manage the customer information. It gives every detail about your customers. You can easily review the communication logs, the upcoming events, sales opportunities, quotes and invoices, issues, installed products and links to related documents in one single page.

This CRM template is an example of how you can manage the customer information. It gives every detail about your contacts. It also allows you to organize your contacts into groups and add notes to track your communication.

To achieve peak performance, sales teams need tools which provide the accurate and effective results that can increase revenue and profitability. This CRM template powers your sales rep with complete sales process by allowing them to manage the opportunities and view the deals through all stages of the sales pipeline. Managers and executives will also gain better visibility and control with the real-time dashboards to monitor sales performance and company effectiveness.

This template enables you to create detailed information offered in the products. You can create an order for a customer, and keep track of all the products on each sales opportunity, including quantity, list price and quoted price.

This template enables you to quickly create quote and export it in word, excel and PDF format.

The world of marketing is ever-changing. Besides the results tracking, the organizations must plan and execute the right marketing campaigns across multiple channels to target the audiences. This template lets you build and execute the marketing campaign, as well as measuring their performance effectively to maximize the value of your leads and opportunities.

The key to provide outstanding customer service is resolving customer inquiries quickly, professionally and accurately. This template enables your support team to work efficiently by providing a complete case management that tracks inquiries and issues, resulting in an enhanced ability to provide better support in less time and increase customer satisfaction.

The asset template enables you to keep track of the customer’s purchase history in order to resolve the critical cases more efficiently. You can keep the record of sold items, the employee who is responsible for the case, receipts, price, as well as attaching the images of the item.

This template helps you to create, manage and share information including knowledgebase, question & answer and solutions in order to improve the process and shorten the response time.

The project template is very useful for you, especially when you have to manage the complex projects that need to be monitored closely and ensured that they will be delivered in a timely manner and within the budget. This template can be used for any projects whether you want to track a simple project that only needs a to-do list or collaborate with the team members in real-time on multiple projects regarding tasks, checklist and even project budgets.

This template enables you to manage all project details, such as assignees, tasks, days, milestones and costs.

This template allows you to track the time spent on each task. The amount of days spent will be added up automatically for the entire project.

This template makes it easy for you to create and manage a centralized searchable employee directory of your company. It allows you to keep track of their information, such as role, hire date and birthdate.

This template provides a simple way for the management and HR to easily track and evaluate employee performance over time. It allows HR staffs and managers to add performance details and summaries for a quarterly or a yearly employee reviews.

With this template, you can create a custom leave request for the approval workflows when a permission is granted by the immediate supervisors or other authorized employees.

Use this template to keep track of your employee expenses, such as traveling costs and other types of expenses.

This applicant tracking template allows you to manage the entire hiring process, whether you are a small business recruiting a few new members to the team, or an HR department running a high velocity recruitment process with hundreds of job openings.

Use this template to help you manage and monitor your visitors’ arrival, departure and all activities occur during their stay.

Intall Module Template CRM.