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Prospecting CRM
Manage your sales prospecting end-to-end, from initial contact to won opportunity
Centralize your companies, contacts, interactions, and opportunities in a clear, structured, and ready-to-use prospecting CRM to track each exchange, prioritize actions, and secure signatures.
Replace scattered business tracking with a shared and traceable process
This prospecting CRM template avoids information scattered across spreadsheets, emails, and personal notes. Each interaction can be linked to a contact, each contact to a company, and each opportunity remains attached to its account and the exchange that triggered it. You gain visibility, commercial rigor, and continuity in tracking.
4
ready-to-use forms
100%
Customizable without development
France
Technology and hosting
4 linked forms to structure the entire prospecting cycle
Opportunity
Business deals to follow with their associated company, the triggering interaction, priority, estimated value, and expected signing date.
Interaction
Historical business exchanges with the associated contact, company, type of exchange, notes, and a link to an opportunity if it is created.
Contact
Contacts linked to a company, with their contact details, department, title, VIP status, and associated interactions.
Company
Accounts to prospect or follow up, with their contacts, opportunities, and key information necessary for business management.
A prospecting CRM structured around accounts, contacts, and opportunities
Company Management
Keep a clear view of each account with its key information: industry, size, contact details, website, LinkedIn, and address. Views by name, industry, and size facilitate business targeting.
Contact Management
Centralize contacts by company with their contact details, department, title, and VIP status. Quickly identify the right decision-makers and high-value contacts.
Interaction Tracking
Track each business exchange by date, type, title, related contact, notes, and possible link to an opportunity. Tracking becomes actionable for the team and not just readable by one person.
Opportunity Management
Track opportunities with their priority, estimated value, expected signing date, and associated company. The summary view helps measure the pipeline, wins, losses, and value by month.
Native Business Relationships
The model links opportunities to companies, interactions to contacts, and contacts to companies. You start from an account or an exchange, then instantly trace back to the complete business context.
From contact to signing, a logical business sequence
The model organizes commercial work around four linked objects. First, create the company, then the associated contacts, next the prospecting interactions, and finally the opportunities arising from the most qualified exchanges. The views then allow tracking the pipeline by date, priority, stage, and company.
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1. Create the target company
The company gathers contextual information: name, industry, size, contact details, and website. It is the anchor point that will serve to link contacts and opportunities.
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2. Enter the contacts
Each contact is linked to a company via the linking field. Teams can thus track multiple people per account, identify VIP contacts, and segment exchanges by department.
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3. Log the interactions
Each interaction is linked to a contact and can contain notes from the exchange, its type, and, if needed, the link to an opportunity. This allows reconstructing the business history without loss of information.
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4. Create the opportunity arising from the exchange
When an interaction reveals a need, it can be linked to an opportunity. The opportunity remains attached to the company, with its priority, estimated value, expected signing date, and workflow stage.
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5. Manage the pipeline
Views by stage, priority, date, company, and the dashboard summary provide an operational reading of the pipeline: ongoing activity, won opportunities, lost opportunities, and estimated value by month.
An interface designed to see the account, exchange, and opportunity in one place
All forms offered in the app templates are editable and adjustable to your business, as well as the colors and layouts.
A prospecting CRM useful for various types of organizations
SMEs
Structure your prospecting without complex tools: track your accounts, contacts, and opportunities in a single, easy-to-use space.
Large Accounts
Provide sales teams with a common framework to share accounts, log interactions, and ensure reliable pipeline tracking.
It serves to centralize business tracking between companies, contacts, interactions, and opportunities to structure prospecting, avoid forgetfulness, and better manage the pipeline.
Interactions are linked to a contact, contacts to a company, and opportunities to a company. An opportunity can also be linked to the interaction that generated it, preserving the complete business history.
Yes. The relationship between company and contact allows associating multiple interlocutors with the same account, which is essential for realistic B2B prospecting.
The views help track opportunities by stage, priority, company, or date, analyze interactions by date or type, and quickly identify VIP contacts or companies by industry and size.
Yes. The summary dashboard view highlights ongoing, lost, and won opportunities, value by month, number of opportunities by priority, and estimated value by company.
Deploy your prospecting CRM and structure your sales pipeline
Start with a ready-to-use base to manage your companies, contacts, interactions, and opportunities, then adapt the template to your selling style without starting from scratch.
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