Sales CRM template overview

A lightweight CRM to visualize sales pipeline, gather decision-makers contacts, and track customer-related activities.

  • Unlike spreadsheets, it comes with a well-defined structure and relevant visualizations.

  • Compared to traditional CRMs, it’s surprisingly customizable. Make it as simple or as comprehensive as you’d like, find the detailed setup guide inside.

Install the Sales CRM template 🤑

Check out other Sales & Marketing templates:

Social Media Content Calendar Template

Simplify social media planning with Fibery's content calendar template. Schedule, organize, and collaborate on your social strategy.

Content Marketing Plan Template

Create a content marketing plan using Fibery's template to streamline your strategy, collaborate with your team, and achieve content goals.

Currency Exchange

Convert payments and salaries from one currency to another using historical exchange rates.

Influence Plan

This template has to help to organize and establish the right relationships. Based on SuccessCoaching course.

Film Production Shooting Schedule Template

Streamline your film production with Fibery's shooting schedule template. Plan scenes, locations, and resources for a smoother production.

Event Planning Template

Streamline event planning with Fibery's comprehensive template. Manage tasks, budgets, and timelines to execute flawless events efficiently.

Influencer CRM

Keep track of cooperation with Influencers. Track Revenue and engagements from your ambassadors

Product Launch Template

Improve coordination of several teams (development, support, marketing, etc) and set up a launch process.

Product Marketing Template

Create a winning GTM strategy with Fibery's Product Marketing Template. Define your target audience, messaging, and tactics in one place.

World

Connect to other Spaces to get an up-to-date countries dropdown, slice sales by region, and add calling codes to local phone numbers.

Escape scattered tools
Get a single connected workspace where all teams are welcome.