Custom CRM

Easily manage leads, customers, and proposals

Customer Relationship Managers are critical for tracking the full lifecycle of your customers and optimizing each stage of that relationship.

Stop letting pre-built software dictate how you track your customers. Knack lets you build a custom CRM to track and manage your exact customer relationships -- no more, no less. You won't have to worry about bloated features you don't need and can instead focus on what's important.

This custom CRM template is one example of how managing customers through a relationship pipeline can work. It tracks the relationshp from contact to lead to customer.

Screenshots

Sales Reps manage leads through the entire sales pipeline, from Leads to Proposals to Won Customers. Each lead is tracked and updated, and pushed through the pipeline at each stage. Each CRM lead has tasks and meetings that are assigned to each sales rep and tracked in a calendar.

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Demo

  • Sales Reps have access to log their lead activity, classify value and priority, schedule follow-up tasks, and manage their sales pipeline.

  • Managers have access to track their sales team, assign leads and follow-up actions, and monitor lead status through the entire pipeline.

Who uses the Custom CRM?

  • Managers Managers who want to track their sales team, assign leads and follow-up actions, and monitor lead status through the entire pipeline.
  • Sales Reps Sales Reps who want log lead activity, classify value and priority, schedule follow-up tasks, and manage their sales pipeline.

Key Features

  • Define the custom lifecycle that your customers take, however they turn from contacts to customers.

  • Trigger notifications, approvals, and other actions as customers progress through the CRM pipeline.

  • Gain insights into your customer pipeline by tracking totals at each stage and conversion rates from stage to stage.

  • Optionally assign customers to your team and employees so they can login to manage those relationships.

About this template

Knack is an easy to use custom online database platform. This means you can completely customize this template and add features to meet your exact needs. If you need something even more customized you can build your app from scratch.

What's next?