Simple CRM

Our template carves out a dedicated sanctuary to house all your client info, interactions, and history.
About this template

🚀 One-click magic – effortlessly add new clients!

📅 Seamless Meeting Notes: Elevate your client connections with a button-click. Craft new meeting notes (and update last contact time) in a snap.

🔮 Opportunities Made Easy: Say hello to hassle-free opportunity tracking. With a client-specific button, crafting new opportunities is a breeze. Plus, visualize your current opportunities' progress and potential earnings at a glance.

About this creator

More by Djokavex

Browse 10 templates

Related content

Visit Help Center