Rowmesh

Template

Sales CRM

Create a central location for your sales team to track opportunities, manage accounts, and log activities against client contacts.

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CRM

Works withAirtable

A sales rep's opportunities in the Sales CRM template, on a board by stage from qualification to negotiation, with value, close date and primary contact
An opportunity in the Sales CRM template: its stage, value and close date, logged interactions, the account's contacts, comments, and buttons to mark it won or lost

About this template

Our Sales CRM app template enables sales teams to manage their opportunity pipeline and customer relationships with ease. Use it to create a central source of truth for your deals, sales interactions and customers. Avoid inflexible off-the-shelf CRM software and tailor this template to your needs, all without writing a single line of code.

Increase sales rep productivity with a straightforward app design. Reps keep the business up to date with their latest sales activities without adding admin overhead, and can use record comments to reach sales management when they need to, with minimal disruption to their sales cycle.

With one click of an action button, reps can call and email contacts directly from the app on desktop or mobile browsers.

Reduce your time to revenue with faster sales cycles by keeping your teams on track to hit targets each month of the quarter. Sales managers can track performance metrics in the app using Rowmesh charts, helping businesses coach and build high-performing sales teams.

And with Rowmesh's user roles and permissions, CRM records never get into the hands of the wrong internal user.

Who it's for

Any small to medium business that needs an adaptable internal sales CRM to track deals, manage customer relationships and fuel revenue growth. Say goodbye to running your business from a spreadsheet, and hello to a scalable, efficient way to collaborate with your sales reps.

Typical users are businesses with a considered sales process: C-level leaders who need visibility into the pipeline, sales managers who support high-performing teams, and sales reps who need a simple tool to manage their day-to-day accounts, opportunities and pipeline.

Keep on top of your sales opportunities with customers, and connect with your sales team and management team in one central place to ensure continued sales success.

What's included

  • Database collections for opportunities, accounts, contacts, interactions and teams
  • User roles for internal team admins, sales managers and sales reps
  • Permission rules so sales reps only see their own interactions with clients (optional)
  • Action buttons to mark a deal as won or lost
  • A ready-made email workflow that tells the right sales manager when a rep marks a deal closed-won

Why teams use it

  • Increase sales rep productivity by helping them run more deals, faster
  • Decrease time to revenue by shortening sales cycles
  • Give sales leadership real-time visibility into their team's pipeline
  • Make data-driven decisions based on sales rep performance data
  • Give your sales organization a fully white-labeled internal tool

Ready to try the Sales CRM?

Start from this template and connect your own data, or explore the live demo first.

Use this templatePreview template

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