Lead Management Automation streamlines your sales workflow by managing leads efficiently through a Lead Pool, Lead Submission Form, Automated Lead Assignment, Lead Recycling, and a real-time Lead Dashboard. Monitor lead status, prioritize follow-ups, and improve conversion rates with automated reminders and comprehensive lead reporting, ensuring your sales team works smarter and closes more deals.

Optimize your finance workflow with the Sales Contract Automation Management template. Track expiring contracts, manage outstanding payments, automate billing information, monitor customer transactions, and receive payment reminders. Ensure timely payment collection, accurate invoice tracking, and streamlined accounts receivable processes with automated reporting and notifications.

The AI Sales Report template turns raw sales data analysis into automated sales reporting and a clear weekly sales report for every store. Use AI sales analytics and AI retail analytics to run sales performance analysis, sales performance monitoring, and sales trend analysis across locations. It works like AI business intelligence for retail teams, supporting business analyst reporting, automated report delivery, and trend analysis for sales so managers and analysts can make faster, data‑driven decisions without manual reporting.

Simplify collecting, tracking, and analyzing customer feedback with this powerful template. Monitor satisfaction metrics, categorize feedback themes, assign follow-up automation, and visualize results with a feedback dashboard. Identify promoters and detractors to improve products, services, and overall customer experience. Perfect for sales teams, support teams, and product managers.

Quickly set up a 7-day automated email sequence to guide new users, onboard customers, and run product launch or welcome campaigns. Perfect for SaaS email marketing, automated follow-up emails, and continuous engagement to improve user activation, retention, and early product adoption.

Manage your business smarter with the Store Services and Transactions template — featuring a full store dashboard, automated reporting, and intelligent analytics to boost store performance. Track transaction records, maintain a detailed member database, and receive weekly sales reports with custom product performance charts. Achieve store optimization through automated analytics and member tracking while enhancing decision-making with real-time store metrics.

Streamline your customer support workflow with an automated IMAP email capture tool that records every customer email directly into your service database. This template enables real-time email to database automation, tracks sales email replies, generates weekly customer response reports, and ensures no customer feedback is missed. Ideal for support and sales teams looking to improve efficiency, transparency, and knowledge retention through automated email tracking.

Collect, track, and analyze customer feedback effortlessly with the NPS Customer Referral Value template. Automate surveys, monitor responses in real-time, visualize insights on the NPS dashboard, and optimize marketing and product improvement strategies. Improve customer satisfaction and loyalty while streamlining feedback management and survey workflows for your team.

Enhance your sales workflow with this Customer Order Management template. Efficiently manage customer orders and information, track order processes, generate automated transaction reports, and summarize both personal and team orders with weekly order summaries. Receive timely email notifications for completed orders, streamline order entry, and improve overall order workflow efficiency. Perfect for sales teams, project managers, and businesses handling customized products.

This comprehensive template streamlines after-sales service, customer information management, and service ticket management. Automate ticket workflows, manage service processes efficiently, and optimize backend management with personalized workstations. Ideal for retail, e-commerce, home appliance repair, residential property maintenance, and domestic services, ensuring a seamless customer experience and improved service workflow.

Launch a 14-day automated cold outreach campaign with this done-for-you email outreach template. Run a fully automated email sequence and drip email sequence for outbound email campaigns and outbound sales emails, complete with automated follow ups and lead nurturing emails. Use a clear email campaign workflow to manage automated email outreach, track engagement, and scale cold outreach to influencers, partners, and prospects—without manual follow-ups.

Streamline your client projects with this all-in-one template. Manage project progress, track tasks, visualize your workflow with dashboards, and organize contacts effortlessly. Perfect for consulting firms, law offices, and sales teams looking to improve project collaboration, project overview, and client project management.

Boost your business with A Simple & Powerful CRM — a complete CRM template and toolkit for managing clients, tracking sales and leads, recording meetings, and optimizing your CRM workflow. Access a visual dashboard for sales tracking, maintain detailed client info in the CRM database, close deals faster, and streamline customer journeys with integrated visit records and onboarding forms.

Streamline your business development CRM with a powerful business development template designed for effective partner management and opportunity tracking. Use this system to manage business relationship management workflows, organize key contacts, and centralize all partner information in one place. Track the full business development process and business development workflow—from initial outreach to signed partnership deals—while keeping interactions, contracts, and opportunities aligned. Ideal for teams that need a structured way to manage partnerships, improve collaboration, and stay on top of every opportunity in their pipeline.

The Product Messaging Library Template centralizes your messaging guidelines, ensuring consistent messaging across marketing and technical content. Organize internal documentation, maintain content consistency, follow copywriting guidelines, and streamline your content team workflow with this easy-to-use messaging template and tone guide. Perfect for teams aiming for a unified brand voice and messaging best practices.

Manage your startup or small business relationships efficiently with this Lightweight CRM template. Track sales activities, monitor client tracking and company contacts, automate workflows with CRM workflow automation, and generate insightful CRM reporting. Perfect for startups, small businesses, and teams looking for a streamlined CRM workflow solution to improve organization, sales, and customer management.

Streamline your product development process with this Customer Development CRM template. Manage customer personas, track interviews, collect qualitative feedback, prioritize backlog items, and plan feature enhancements to drive meaningful product improvement. Perfect for startups, product teams, UX researchers, and agile teams looking to focus on what customers need most.

Plan, track, and execute your sales strategy with this comprehensive template. Align team goals, manage sales initiatives, monitor progress, and ensure quarterly and annual objectives are achieved. Stay organized with goal management, sales workflow tracking, progress updates, and strategy dashboards to drive business growth.

Streamline your PR and media management with this PR & Media CRM template. Organize journalist contacts, track press coverage, manage relevant articles and publications, monitor PR campaigns, and enhance outreach efficiency. Use PR analytics, communication tracking, and workflow automation to improve engagement, optimize media performance, and build strong public relations.

Easily manage event contacts, track professional connections, and build your own personal CRM with this event CRM template. Log contact details, meeting notes, follow-up reminders, and attendee information all in one place. Ideal for networking events, conferences, and long-term relationship management. Boost your efficiency with an intuitive contact tracker and event workflow system.

Organize and manage your product catalog efficiently with our Product Catalog template. Track product types, attributes, links, and pricing, manage vendor databases and supplier information, categorize and monitor products, and streamline product workflows with reporting and localization support. Perfect for sales, operations, and procurement teams looking to centralize product and vendor management.

Boost your B2B sales with this AI-powered CRM template. Efficiently manage customer information, track sales, automate daily tasks, and generate weekly sales reports. Streamline workflows, improve sales team performance, and gain full visibility into your CRM operations. Perfect for enterprise sales teams looking to enhance productivity and close more deals.