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CRM and Sales

Welcome to the CRM & Sales template! This template makes it easy for you to organize your customers, build a sales pipeline and document all relevant interactions.

This template was developed for a fictive design team to get a complete overview of their customers, offers and sales. This team works for customers from different industries and wants to know at any time what interactions have taken place between the team and the customers.

The team uses SeaTable to track their customers after they've indicated high interest in the offered services. This base helps the team to walk the customers through their workflow. Therefore various project stages are defined and multiple views created to get a task management, onboarding and CRM tool in one interface.

Source : Seatable Marketplace

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