B2C CRM
About this template
This B2C CRM template is designed as a streamlined and accessible CRM solution for small to medium-sized sales teams. This tool provides all essential features to manage customer relationships and track leads through a simple, user-friendly interface.
Here’s an overview of its core functionalities:
1. Sales Pipeline Management
• Lead Status: Track each lead’s stage within your sales pipeline, ensuring smooth progression from initial contact to closing.
• Deal Value: Capture the potential value of each deal to help forecast revenue and monitor Annual Recurring Revenue (ARR).
• Priority Level: Identify high-priority leads, ensuring that sales representatives focus on high-impact prospects.
• Lead Owner Assignment: Designate the responsible sales representative, promoting accountability and clear ownership.
2. Prospect Information Tracking
• Contact Details: Record essential contact information, including email and phone number, in one place.
• Lead Source: Log where each lead originated from, whether it’s a referral, website, or other source, enabling better analysis of acquisition channels.
3. Activity Tracking and Reminders
• Creation Date: Keep a record of when each lead was added to the pipeline, enabling a clear view of lead timelines.
• Last Contact Update: Log the date of the most recent interaction, and use the Update Contact button for easy date updates.
• Days Since Last Contact: This automated calculation shows how many days have passed since the last interaction, acting as a reminder for timely follow-ups.
4. Detailed Lead Pages
• Each lead has a dedicated page for tracking deeper insights and next steps:
• Customer Information: Capture any relevant details the prospect shares during interactions.
• Update Button for Notes: Add dated notes for each new comment or insight, ensuring context is preserved over time.
• Selling Action Items: Standardised checklist of sales tasks, ensuring consistency and structure across the sales process.
This CRM template brings clarity and efficiency to managing customer relationships by keeping all lead information, actions, and follow-ups in one cohesive system. With minimal setup, it supports consistent and structured sales management that scales easily as your team grows.
Please, leave me on comments what are your thoughts and what are the things you are missing 🙏
