Explore

CRM

This section is dedicated to managing and optimizing our interactions with current and potential customers. Here, you will find tools and resources for tracking customer information, managing sales pipelines, and analyzing customer interactions. By leveraging our CRM system, we aim to enhance customer satisfaction, streamline communication, and drive business growth. Explore this section to gain insights into our customer engagement strategies and contribute to building strong, lasting relationships with our clients.

Move your best opportunities forward by organizing client, sales funnel, and contact information all in one place.

Clear sample data

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Companies by status

Companies by status

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Companies

Companies

Company name

Amount

Status

Company name

Company Contacts

Amount

Logo

Owner

Status

Info

Website

Cloud Co.

$125,000

Bo & Arrow

$50,000

Handshake

$70,000

Juice Inc.

$200,000

Yogis World

$150,000

There are no rows in this table

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CRM Contacts

CRM Contacts

Name

Title

Company

Birthday

Notes

Chris Andrews

Head of Sales

chris@hndshk.com

Jul 15

Moira Boise

Product Manager

mora@hndshk.com

Jan 22

Lucy Xander

Operations

lxander@cloud.co

Aug 31

Zig Ma’lone

CEO

zig.malone@bo-arrow.io

May 7

Alanna Chowansky

VP of Product

alan@icejuice.co

Jul 31

Felix Martin

CTO

felix@yogis.co

Dec 15

There are no rows in this table

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Meeting notes

Meeting notes

Done

Contacts

Driver

Done

Topic

Notes

Date

Driver

Contacts

Company

Demo prototype

Tue, Jan 25

Share & discuss Q2 OKRs

Tue, Feb 22

Discuss team budget

Tue, Mar 1

There are no rows in this table

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Outreach List

Outreach List

Name

Description

Connection

Notes

Link

Rebekah Sullivan

Inc. Female Founders

Open

Janna Salokangas

Mia (Founder)

Kavana Podcast

Open

There are no rows in this table

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Client Contract Management Table

Client Contract Management Table

Client Name

Contract ID

Contract Type

Start Date

End Date

Contract Value ($)

Payment Status

Status

Next Payment Due

Alsia Hunter

C-1001

Milestone-Based Contract

3/15/2025

7/15/2026

2,800

Paid

5/15/2025

There are no rows in this table

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Commons Contract Types

1. Based on Payment Structure

Fixed-Term Contract – Specifies a set duration for the contract with a defined start and end date.

Retainer Contract – An ongoing contract where a client pays a fixed fee regularly (e.g., monthly, quarterly) for continuous services.

Time & Materials (T&M) Contract – The client pays for actual time worked and materials used, often used in consulting and development projects.

Milestone-Based Contract – Payments are tied to the completion of specific project phases or deliverables.

Commission-Based Contract – Payment is based on achieving specific sales, performance, or financial goals.

2. Based on Engagement Type

Service Agreement – Covers professional services such as consulting, design, and software development.

Project-Based Contract – A contract for a one-time project with specific deliverables and deadlines.

Partnership/Joint Venture Agreement – An agreement between two or more parties to collaborate on a business venture.

Subscription Agreement – A recurring contract where a client subscribes to ongoing services (e.g., SaaS platforms, memberships).

Maintenance/Support Contract – Covers ongoing maintenance, technical support, or software updates.

3. Based on Business Relationships

Employment Contract – A legal agreement between an employer and an employee outlining job responsibilities, salary, and conditions.

Freelancer/Independent Contractor Agreement – An agreement with a self-employed individual for specific services.

Non-Disclosure Agreement (NDA) – A contract ensuring confidentiality between parties.

Non-Compete Agreement – Restricts one party from competing against another for a certain period.

Licensing Agreement – Grants the right to use intellectual property, software, or patents.

4. Based on Risk Allocation

Cost-Reimbursement Contract – The client reimburses actual costs plus a profit margin, often used in government or large-scale projects.

Performance-Based Contract – Payment is based on achieving performance goals, often used in public-private partnerships.

Risk-Sharing Agreement – The involved parties share financial risks, common in R&D and innovation-based projects.

5. Based on Legal & Regulatory Compliance

Government Contract – A contract with a government agency that follows strict procurement laws.

Master Services Agreement (MSA) – A broad agreement that defines terms for future transactions without repeating negotiations.

Statement of Work (SOW) – A detailed document defining work scope, deliverables, timelines, and responsibilities.

6. Based on Sales & Transactions

Purchase Agreement – An agreement between a buyer and seller for goods or services.

Lease Agreement – Covers the rental of property, equipment, or vehicles.

Franchise Agreement – Grants the rights to operate a business under an established brand.

Client Contract Management Table

Commons Contract Types

1. Based on Payment Structure

2. Based on Engagement Type

3. Based on Business Relationships

4. Based on Risk Allocation

5. Based on Legal & Regulatory Compliance

6. Based on Sales & Transactions

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