Upgrade to a Custom CRM App with this Template
Downloading our free template app can revolutionize your custom CRM.
01. Customize your Business Needs
Build a CRM system that tracks and manages only the customer data that matters to your business, giving you complete control over the customer lifecycle from lead to loyal customer.
02. Centralize All Customer Data
Store all customer and deal information in one secure location, making it easy to access and update data while ensuring all team members are aligned.
03. Automate Critical Workflows
Set up automated email reminders and notifications as customers move through the sales pipeline, ensuring nothing falls through the cracks.
04. Enhance Security
Protect sensitive customer data through secure access controls, assigning specific roles and permissions to ensure only authorized team members can access certain customer information.
05. Gain Powerful Reporting
Use built-in analytics and reporting features to easily track key metrics like conversion rates and pipeline stages, leading to more informed decision-making.
06. It’s free!
Yes, that’s right. Our Custom CRM template app is completely free to download and use. Install our free template app now and start reaping the benefits!
Why do you need a Custom CRM Template App?
A customer relationship management template app is an essential tool for any team that wants to stay organized.
Sales Pipeline Management
Track and manage potential customers as they move through the sales pipeline, from initial contact to closed deals, ensuring every opportunity is captured and nurtured effectively.
Customer Relationship Tracking
Monitor the entire lifecycle of customer relationships, from the first interaction to long-term engagement, allowing your team to personalize communication and strengthen customer loyalty.
Lead Management
A CRM app allows you to track and nurture leads seamlessly, from initial contact to conversion. With built-in lead management features, you can prioritize high-potential prospects and increase your chances of closing deals—something a spreadsheet can’t do as effectively.
Customer Segmentation
Categorize leads based on specific criteria such as industry, location, or deal size, enabling your sales team to prioritize high-value prospects and tailor their approach accordingly.
Integrated Document Storage
Team Collaboration
Assign specific customers or deals to individual team members, allowing for clear ownership and accountability, while enabling collaboration on larger, more complex opportunities.
Get Started with Knack’s Custom CRM Spreadsheet Template
, you can streamline your customer relationship management (CRM) through our free spreadsheet template for organizing client data.