Overview
This lightweight CRM (Customer Relationship Management) template is designed for teams seeking a simple, centralised system to track customer relationships. It provides essential tools to organise contacts, manage deals, and record interactions, without requiring technical expertise or complex configuration.
Key Features
Centralised contact and company management
Basic deal tracking with key sales fields
Manual logging of calls, meetings, and notes
Easy-to-use views for sorting and filtering data
Fully customizable—adjust fields and workflows as your sales process evolves
Recommended For
Startups, small businesses, or sales teams with straightforward processes looking for a clean, no-frills system to stay organised and maintain visibility into their sales efforts.
Quick Start
Install the template in your Engyn workspace
Customise the contact, company, and deal fields as needed
Begin logging opportunities and tracking progress