Business development CRM template
Sales & CRM
A ready-to-use base with 3 linked tables (Deals, Accounts, Contacts), 6 configured views and realistic sample data. Explore it below — no account needed.
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What’s inside
Deals9 fields · 5 sample records
DealAccountStageValueProbabilityWeighted valueOwnerClose dateNext step
▤ Pipeline▦ Closing soon▦ By owner▣ Close dates
Accounts7 fields · 5 sample records
AccountIndustryWebsiteEmployeesDealsOpen dealsContacts
▦ Accounts
Contacts6 fields · 3 sample records
NameAccountTitleEmailPhoneLast contacted
▦ Contacts
Make it yours in minutes.
Use this template, then change any field, view or automation.