This CRM Template is suitable for you when you can have multiple ongoing opportunities and contacts per account.
Monitor all accounts from leads, current accounts to winback accounts.
Track Revenue, Renewal Dates, Contacts, Opportunities, and Customer Touchpoints within the accounts and on their own.
Never let a deal fall through the cracks by monitoring Status, Timeline, Revenue, Last Update, and Next Action Date.
What You'll Find
- Account At A Glance: Track revenue, renewal dates, contacts, opportunities & customer touchpoint at a single glance
- Contacts Directory: Have multiple contacts per account and identify them by role
- Opportunities: Manage multiple accounts per account and track your pipeline by month or by status
- Customer Touchpoint: Keep track of every customer interaction within the opportunity and the account
In The Roadmap by June 2023:
- Monthly Forecast & Revenue
What You'll Get