Creator
Alex Sherwood
Price
$0.00
Score
98
Summary
A lightweight CRM template that contains databases for sales opportunities, companies, people, meetings, and products. Clever use of relations, rollups and formulas for insights.
A CRM template that includes a database for sales opportunities, companies, people, meetings and products.
They've made great use of relations, rollups and formulas and it can provide insights for your work.
For example, a typical relation is between a customer's name and the products they have purchased. You can use this information to analyze total sales volume for a customer.
As you link all of your various prospect records to the same page, you'll be able to view the insights in a holistic manner.
It is well suited for agencies, retailers, consulting firms, etc.
If you need more advanced features you can treat this as a foundation and build upon this.