Sales CRM
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Sales CRM

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Sales CRM

Win deals your way with a visual CRM to manage companies, contacts, and sales pipelines.
John Scrugham
Head over to the new version of this template over here 👉
CRM v2.0
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Download CRM v2.0
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Introduction

Tracking our contacts in our email account and deal pipeline in a spreadsheet is fast, lightweight…and let’s be honest, total chaos. The solution? Sign up with a cloud CRM to give us structure in our new business pursuits. It felt better. We felt more in control. Until our day-to-day became clunky, slow, and using 10% of the functionality we were sold on. And it’s now sitting there, a heavy line item on our monthly bill.
Welcome to a fully-functioning CRM that you can customize to your own needs, easily. No need for hiring consultants or being a developer. Adding new pipeline statuses is simply adding a new row to a table. Deleting fields you don’t need is a right click or a drag and drop to hide. It’s like a spreadsheet - but everything is connected in the way it should.
With beautiful pipeline views, visual customer insights, and dashboards - you’ll love using a CRM that’s just right for you.
As simple as you run. As complex as your unique ways.
Sell your products, services, and ideas to a world that needs to hear what you have to say and give.

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Getting started

1
Dashboards
Stats about your deal pipeline and win/close rates to answer "who are we doing?"
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Sales
Track your sales pipeline and move folks through the funnel.
3
Companies
Rich layout of all companies and contacts at those companies.
4
Contacts
View your relationships visually in the contacts sections.
There are no rows in this table
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A few of the 25,000+ teams that 🏃‍♀️ on Coda.

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Coda is an all-in-one doc for your team’s unique processes — the rituals that help you succeed. Teams that use Coda get rid of hundreds of documents, spreadsheets, and even bespoke apps, to work quickly and clearly in one place. This template is a Coda doc. Click around to explore.
Find out how to Coda-fy your rituals.
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Connect with a Rituals Architect
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