CRM system
CRM system template:
Customer management made easy
Navigate successfully - make your customer journey easy
Features
- Clear dashboard
- Easy data filtering
- Detailed tables
- Access to all data
- Customer life cycle management
- Powerful analysis tools
- Improved customer loyalty
- Sales increase
Clear dashboard
Always keep an eye on important KPIs with our dashboard. Weighted opportunity scores, monthly revenue, and the progress of your leads, opportunities, and customers are just a glance away.
Easy data filtering
Filter and sort data according to your needs. Focus on what really counts.
Detailed tables
Our spreadsheets provide a detailed overview of leads, opportunities, and customers. Find the information you need quickly.
Access to all data
Access each data set to see more details. Create additional information, such as opportunities and deals, with one click.
Application examples
Our no-code CRM system template is versatile. Whether you're running a small business, working in a marketing department, or founding a start-up, our CRM template is there for you. Here are a few use cases that show how versatile and adaptable our template is.
CRM for retailers
Manage your customer contacts efficiently, keep track of purchases and preferences, and offer your customers a personalized service.
CRM for healthcare providers
Manage patient data, appointments, and treatment histories. Optimize your service and patient satisfaction
CRM for tech companies
Follow your leads and opportunities, manage customer feedback, and drive the development of your products.
CRM for catering businesses
Keep track of your regular customers, their preferences, and order history. Improve your offering and increase customer loyalty.
So many options!
Templates that inspire:
Discover saas.do!
Start right away with saas.do and digitize your processes exactly as they fit your company.
