Whether you are a new business starting out or an older business with much experience, the CRM template gives you all the tools you need so you can focus on your goals.
This customizable template keeps track of organizations you are currently interacting with or want to interact with along with the contacts at those organizations.
The template will help you manage all your interactions along with scheduling next steps. The dedicated iPhone workflow helps log phone calls, meetings, and emails you are sending while on the go. The dashboard helps you manage next steps and new interactions.