Manage clients and sales pipelines with ease using this readymade template. Organize all your client accounts and contacts, view sales pipelines, and store client references and testimonials, all in one place.
Includes
Messages
Pipeline view
Table view
recommended integrations
Google Contacts
Gmail
Google Calendar
LinkedIn Extension
Get an overview of all accounts on your books in one clear table view.
Keep an eye on all sales processes with the Sales CRM pipeline view.
Store valuable references and testimonials in a dedicated table for easy reference later down the line.
