Sales CRM

Welcome to the Sales CRM App Template!

Customer relationship management is a prerequisite to the success of any sales team.

Who is it for?

Whether you're an individual sales rep looking to quickly log interactions on the go with the mobile app or a startup or a small business with a growing sales team interested in building out a sales pipeline or an enterprise looking for a contact management solution for the entire sales organization, this sales CRM template is your go-to for organizing all your sales info

Features used in this template: 

Here's how you can use this app:

• Use the "Sales CRM Template" formaloo to manage your app blocks like tables, charts, etc.
• Use the "Opportunities" formaloo to track all the sales opportunities that knock.
• Use the "Interactions" formaloo to organize the interactions you or your sales reps make with the accounts' representatives.
• Use the "Accounts" formaloo to record all accounts and their info like size and industry.
• Use the "Contacts" formaloo to manage the contacts in each account and their contact information.

We've preloaded this App with a couple of formaloo blocks to help you make the most out of your agency talents and projects. You can delete the data of each formaloo by opening its "Responses" tab.

You can also add surveys to gather customer feedback, conduct market research, improve product development, and enhance customer engagement with interactive forms and surveys.

By managing the access levels, you can ensure it is a safe space that keeps your data private and secure. That is why Formaloo provides a login & sign-up feature to switch your app to a membership-only portal.

Also, access management allows your team to access pertinent data, enabling them to effectively accomplish their work.

With our powerful no-code app builder, you can easily create apps to collect data from your team or customers. And with our advanced analytics and reporting tools, you can analyze that data to gain valuable insights into your business.

Formaloo also makes collaboration easy, with features like team permissions and real-time collaboration tools.

Whether you're working with a small team or a large organization, Formaloo has everything you need to stay organized and productive.

Learn more about how to create a web app without any code.

So if you're looking for a powerful and flexible platform to help you grow your workflow or improve your team's productivity, look no further than Formaloo. Sign up for free today and start creating custom apps that work for you.