Overview

Spreadsheets and disconnected tools make it hard to manage customers, especially as your business scales.

The CRM template gives you everything you need to manage customer relationships efficiently. From sign-up to deal tracking, this template centralizes all your contacts, companies, and sales opportunities in a sleek, customizable dashboard. 

Why use this template

With this template, you can:

• Manage your customers, deals, and accounts in one place
• Keep your data accurate, searchable, and up to date
• Automate workflows and follow-ups to save time

Template features

• Ready-to-use template with editable fields
• Customizable design in the WeWeb Editor to align with your company branding
• Option to set role-based access
• Option to add conditional logic
• Responsive by design: accessible on desktop, tablet, and mobile devices

Who is this template for

This template is perfect for:

• Small and mid-sized businesses looking to manage client relationships efficiently
• Sales teams tracking deals and clients
• Agencies building custom CRMs for clients
• Startups wanting a simple but powerful customer management system

Trusted by builders

"The most important part was having templates to work from. Starting from a blank canvas would be daunting. With templates, I could take something existing and customize it to what we needed." - Luke St Amand, Co-founder at Lectec

How to set up your CRM template

1. Click “Use template” to open the template in the WeWeb Editor
2. Connect it to your backend of choice 
3. Customize the fields to reflect your policies 
4. Configure roles and access control
5. Add your company branding 
6. Publish it and invite your team

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