About the Account-Based Sales CRM

Efficiently manage your sales pipeline with our lightweight sales CRM template. Track accounts, contacts, and deals, and assign them to respective sales reps. Consolidate customer information and interactions in one place. Gain insights from dashboards summarizing deal status and dive deeper into sales performance by sales rep. Access rules ensure data privacy, allowing sales reps to view their assigned accounts and deals, while providing managers with a comprehensive overview.

• Visualize deals and sales rep performance through charts and reports.
• Centralize contact info and interactions.
• Share with customized permissions, ensuring sales reps only access their own contacts and deals.