Tables
Create a Table — It’s Free!
  • Benefits
  • Features
  • Workspaces
  • Templates
  • Story
    • FAQ
    • Help Guides
    • Blog Posts
  • Create a Table — It’s Free!
Table Templates
CRM Templates
Trending Templates
Church CRMConstruction CRMMassage CRMClient Database TemplateSchool CRMReal Estate CRM
Trending Categories
Attendance SheetsBudget SheetsCRM TemplatesCalendar TemplatesChecklist TemplatesConstruction

Sales CRM

Trending Templates
Church CRMConstruction CRMMassage CRMClient Database TemplateSchool CRMReal Estate CRM
Trending Categories
Attendance SheetsBudget SheetsCRM TemplatesCalendar TemplatesChecklist TemplatesConstruction
Table Templates
CRM Templates

Sales CRM

A Sales CRM that allows to manage target accounts, leads, opportunities and tasks in an all-in-one platform throughout the sales funnel, preserve leads’ data, categorize targets, define opportunity values and manage interactions.

See Demo
Categories
  • Go to Category: CRM Templates
Sales CRM Spreadsheet Template
See Demo:
See Demo
About this template
Here is a comprehensive CRM system specifically crafted for your sales operations where you can manage your target accounts, leads, opportunities, and tasks in an all-in-one platform throughout the sales funnel. Sales CRM allows for you to preserve account and leads’ data, sort them based on industry, and more.

You can also create and manage opportunities, define their estimated value, assign your salespeople to related tasks, and track interactions for each opportunity and account. It will provide you increased productivity and improved profitability. You can fully customize this Sales CRM, add, remove or change any of the tabs, columns, rows, color-coded labels in a way that best fits your sales operation and craft your own CRM -with no coding required.

Categories
  • Go to Category: CRM Templates
Details
2,585 Clone
Created by
jotform
Related templates
Church CRM Spreadsheet Template
Preview: Church CRM

Church CRM

A Church CRM composed of tabs that allows keeping contact data of members, determine their contribution, track and manage events, choose their frequency, add the responsible community, list communities with their hosts and members.

Go to Category:CRM Templates
Preview
Construction CRM Spreadsheet Template
Preview: Construction CRM

Construction CRM

A construction CRM to keep record of leads, customers and contractors with all their relevant data, to manage interactions, easily assign team members to tasks and a handy way to track service details.

Go to Category:Construction
Preview
Massage CRM Spreadsheet Template
Preview: Massage CRM

Massage CRM

Collect and manage client information and appointments for your massage business. Free digital CRM platform. Easy to customize, download, and share online.

Go to Category:Salon
Preview
Client Database Template Spreadsheet Template
Preview: Client Database Template

Client Database Template

No CRM? Collect and manage leads with this free online Client Database Template. Easy to customize, download, and share. Works on any device. No coding.

Go to Category:CRM Templates
Preview
School CRM Spreadsheet Template
Preview: School CRM

School CRM

Collect applications from prospective students online. Streamline the admissions process for your school. Easy to customize, download, and share. No coding.

Go to Category:Education
Preview
Real Estate CRM Spreadsheet Template
Preview: Real Estate CRM

Real Estate CRM

A real estate CRM to keep record of leads and properties categorizing them with labels, and with all their related information, to track activities and deals, assign tasks to your team members, and more.

Go to Category:Real Estate
Preview