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CRM
Manage your sales cycle with a clear, structured, and ready-to-use CRM
Centralize your contacts, opportunities, deals, products, services, and services in a CRM application designed to track each business relationship, accelerate follow-ups, and secure the transition from sale to execution.
Replace scattered commercial tracking with a unique and measurable process
This CRM template avoids lost information between emails, spreadsheets, and isolated notes. You get a common base to qualify contacts, track opportunities, convert deals, and organize linked services, with a clear view of the pipeline and deadlines.
6
ready-to-use forms
100%
Customizable without development
France
Technology and hosting
6 linked forms to cover the entire CRM cycle
Contact
Reference sheet to identify stakeholders, track their status, and link their opportunities and deals.
Opportunity
Tracking sales leads with stage, estimated amount, probability of winning, and closing deadline.
Deal
Sales and management file related to the contact, the company, and the services to be performed.
Product
Product reference with pricing, status, and technical sheet to structure the offer.
Service
Service reference with pricing, documentation, and tracking of the active catalog.
A complete CRM base to track customer relationships from end to end
Centralized Contacts
Keep for each contact their identity, contact details, company, role, status, and commercial tracking elements in a single file.
Opportunities Managed by Stage
Track opportunities with their estimated amount, probability of winning, stage, priority, source, and expected closing date.
Deals Secured Until Signature
Move from opportunities to signed deals while maintaining the link with the contact, the company, the sales manager, and key dates for management.
Product and Service References
Structure your catalog with priced products and services, categorized with net price, VAT, unit, and documentation or technical sheet.
Services Linked to Deals
Organize operational execution from deals by creating linked services, scheduled, assigned to an operator, and tracked until the report.
From initial contact to completed service
The template follows a realistic commercial and operational logic: first, create the contact, link it to an opportunity, then to a deal, before planning the linked services. The tracking views then allow you to manage follow-ups, closures, signatures, and execution over time.
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01
1. Create the contact
The Contact form gathers identification, contact details, and tracking elements to create a usable prospecting base. From the list, the active or follow-up contacts, the sales team maintains an immediate view of priorities.
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02
2. Qualify the opportunity
The Opportunity form allows you to specify the stage, priority, source, estimated amount, and probability of winning. The reverse link with the contact connects each opportunity to its reference stakeholder.
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03
3. Formalize the deal
As the deal progresses, the deal takes back useful information for commercial and financial tracking. It remains linked to the contact, the company, and the sales history to ensure a clear continuity between pre-sales and execution.
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04
4. Plan the services
The deal can point to several services via the List of Services relationship. Each service is linked to a deal, a contact, a company, and an operator, allowing you to organize interventions or deliveries without losing the commercial context.
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05
5. Track the portfolio and deadlines
The pipeline, to follow up, to close, in progress, planning, or calendar views provide an immediate reading of priority actions. Dashboards consolidate volumes, amounts, and distributions to assist in daily management.
An interface designed to track sales, signatures, and execution
All forms offered in the app templates are editable and adjustable to your business, as well as the colors and layouts.
A CRM suited for teams wanting to structure their business development
SMEs
Structure a simple yet rigorous sales cycle without relying on multiple scattered files.
Large Accounts
Coordinate broader commercial tracking with shared responsibilities, higher amounts, and better-controlled stages.
Public Sector
Track stakeholders, opportunities, and deals with a clear framework for consultation and validation processes.
Associations & NGOs
Organize contacts, actions, and field services in a single, clear, and easily shareable database.
No. It also covers opportunities, deals, products, services, and services, allowing you to track both the business relationship and operational execution.
A contact can be linked to multiple opportunities and multiple deals. A deal can then group multiple services. This structure avoids duplicate entries and keeps a clear record of history.
Yes. The Active, To Follow Up, Pipeline, and Follow-ups views help focus effort on contacts and opportunities to be prioritized.
Yes. Opportunities track the estimated amount and probability of winning, while deals highlight signed amounts, statuses, and expected end deadlines.
Yes. Services linked to deals allow planning interventions, assigning an operator, and tracking execution through planned views, execution, interventions, and completion.
templateCrmGeneratedFaqItems06Answer
Adopt a CRM ready to structure your sales and services
Install this template and then adapt its fields, views, and tracking rules to your sales method. You get a solid base to better follow up, close better, and execute better.
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