Advanced CRM

By Alex Sherwood
A lightweight CRM template that contains databases for sales opportunities, companies, people, meetings, and products. Clever use of relations, rollups and formulas for insights.

Overview

A CRM template that includes a database for sales opportunities, companies, people, meetings, and products.

They've made great use of relations, rollups, and formulas and they can provide insights for your work.

For example, a typical relation is between a customer's name and the products they have purchased. You can use this information to analyze the total sales volume for a customer.

As you link all of your various prospect records to the same page, you'll be able to view the insights in a holistic manner.

It is well suited for agencies, retailers, consulting firms, etc.

If you need more advanced features you can treat this as a foundation and build upon this.

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