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App Templates

Customizable CRM

by Caspio

Sales dashboard with charts for monthly recurring revenue, deal value, sales pipeline and lead source analysis.
Contact list with fields for name, email, company and lead status.
Contact details including recent interactions, deals and tasks.
Customer success dashboard with charts for customer health score, upgrades and one-time deals.
CRM task list with fields for status, priority and due dates.

Features

  • Customizable roles for Sales Managers, Customer Success Managers and Administrators, each with specific access and permission settings.

  • Dashboards for tracking sales performance and customer health scores.

  • Ability to log customer communications and interaction types.

  • Ability to track and manage sales growth with deals assigned to individual Sales Managers.

  • Ability to assign tasks related to specific leads, customers and deals.

About this application

This Customizable CRM template is a flexible low-code solution designed for Sales and Customer Success teams. Built on Caspio's Flex framework, the CRM provides an intuitive interface for managing sales pipelines, leads, contacts and tasks. Role-based access controls allow different users to view customized dashboards to monitor sales performance, track key metrics and identify opportunities. With unlimited sales reps included at no additional cost, this CRM is built to scale for businesses of all sizes. Get this free Customizable CRM template and if necessary, modify it to suit your specific business requirements, or schedule a free consultation with our Professional Services team for help developing a turnkey solution.