Lightweight CRM

Lightweight CRM

Open Full Template

About the Lightweight CRM Template

Maximize your productivity with a streamlined dashboard that organizes your customer data. Read and update customer information on visually appealing cards, and access relevant interactions with a single click. Customize this user-friendly CRM template to perfectly align with your unique workflow. Discover how in our comprehensive tutorial on using this template.

  • Link interactions to customers.
  • Enter and update data in an intuitive layout.
  • Customize fields to suit your needs.

Related Templates

View All Templates

Net Promoter Score Results

Keep tabs on customer satisfaction by analyzing NPS results over time in colorful charts.

View Template

Sales Commissions

Track sales, calculate commissions, and summarize revenue and commission pay out in vibrant charts.

View Template

User Survey Results

Summarize user feedback in pivot tables and colorful charts.

View Template

Event Sponsors + Registrations

Manage event details, registrations, ticket revenue, and sponsorships in intuitive dashboards.

View Template

Digital Sales CRM

Track sales of digital products (courses, e-books, etc.) and generate revenue summaries by product or customer.

View Template

Account-Based Sales CRM

Track deals in the sales pipeline by account and sales rep using our lightweight sales CRM template.

View Template